Bookkeeping & Accounting

CFO Leadership to
Scale your future

Go beyond the Balance Sheet. Get the executive-level insights, predictive modeling, and strategic oversight you need to navigate complex growth and maximize enterprise value.

Cash Flow Forecasting

Predictive modeling to ensure you always have the runway to execute your next big move.

Budget vs. Actuals

Rigorous monthly analysis to keep your departments accountable and your burn rate optimized.

Fundraising Support

Investor-grade financials and data rooms designed to win over VCs and lenders during your next round.

Board & Stakeholder Reporting

Sophisticated financial storytelling that translates complex data into actionable executive insights.

Risk Management

Deep dives into unit economics and margin expansion to identify exactly where your business is leaking cash.

Tax-Ready Financials

Strategic oversight of internal controls, tax nexus, and insurance to protect your business as it scales.

The numbers behind our work

We’ve spent many years building accounting operations that works for real businesses. These numbers represent the scale and reliability we bring to every ledger we manage.

$1B

in total transaction processed last year

1k
+

small businesses served

100
+

5-star reviews from our clients

99
%

books closed by 10th of the month

Seamless Transition to Executive Partnership.

Bringing on a fractional CFO shouldn't disrupt your momentum. Our onboarding process is designed to audit your current health and build your strategic roadmap in under 30 days.

Let's Get Started
Diagnostic & System Audit

We perform a deep-dive analysis of your capital structure, unit economics, and current tech stack to identify immediate risks and opportunities.

Financial Roadmap

Our team builds your custom 12-month rolling forecast, department budgets, and KPI dashboards tailored to your specific growth targets.

Executive Launch

We step into your monthly rhythm, leading your financial meetings and providing the high-level oversight your leadership team has been missing.

Industries

Specialized accounting for your industry.

Not every business is accounted for in the same way. We provide the specific expertise required to manage the unique revenue models, tax structures, and compliance standards of your niche.

SaaS & Tech

Strategic MRR analysis and valuation modeling to prepare tech startups for successful fundraising rounds.

Professional Services

Advanced utilization tracking and margin analysis to scale agency profitability and billable efficiency.

E-commerce & Retail

Optimized inventory turnover and COGS management to maximize cash flow across multi-channel operations.

Real Estate & Development

Complex project-level accounting and draw management for high-growth developers and multi-entity portfolios.

Manufacturing & Logistics

Deep unit economic analysis and CapEx planning to optimize facilities and global supply chains.

Healthcare & Medical

Specialized payer mix optimization and profitability analysis for expanding medical and dental groups.

Financial Analytics

Go beyond static spreadsheets with visual tools built for fast decision-making.

Wealth Management

Advanced Analytics for Strategic Oversight.

Stop looking in the rearview mirror. Our controller-level reporting provides the predictive clarity needed to pivot quickly and scale confidently.

Burn Rate & Runway Tracking
Customer Acquisition Cost (CAC) vs. LTV
Department-Level Spend Management
Custom Investor Reporting Packages
Migrations & Implementations

"The most patient financial gurus I have ever worked with. They understand and clearly communicate complex financial challenges and solutions in a practical and digestible way."

Matthew Newman, Founder
The Brand Pillars | Staffing | 

"Their expertise, attention to detail, and proactive approach made managing my financials seamless and stress-free. They not only ensured everything was accurate and on time but also provided valuable insights that improved my business decisions. Always responsive and clear in their communication"

Bobby Burton, Founder
eCommerce & FinTech
Custom Pricing Available

Your business deserves
a dedicated human team

We treat your business like our own. Our pricing ensures you always have a real person to talk to, offering the personal attention and insight needed to help your business thrive at every stage.

Controller Plan

Starts at

$1,750
/ Per Month

Companies seeking to analyze performance and discover key insights.

Get Started
Controller Plan:
Dedicated CFO & Controller Team
Financial model with strategic insights
Budget vs actuals variance analysis
Scenario planning model
Industry-specific KPI dashboard
Monthly call with your CFO
Strategic CFO Plan

Starts at

$3,000
/ Per Month

Companies needing a finance expert to launch strategic projects and drive growth.

Get Started
All Controller Plan, plus
Bi-weekly call with your CFO
Cash and runway optimization
Investor & board reporting support
Basic fundraising and M&A support
Ad-hoc strategy support
Enterprise Plan

Starts at

Call us

Growing companies needing a finance leader but not ready for a six-figure hire.

Get Started
All Commercial Plan, plus
Weekly calls with your CFO
13-Week Cash Flow Analysis
Investor updates & board presentations
Fundraising insights & equity story
Acquisition and GTM strategy

Ready to Lead Your Category with Strategic Oversight?

oin 1,000+ founders who have professionalized their finance department with executive-level leadership. Move beyond historical recording to the predictive modeling and strategic oversight needed to maximize your enterprise value.