Financial clarity, built for
owner-operated growth.
You don't need complex corporate bureaucracy. You need a dedicated CPA who handles your close directly, simplifies your numbers, and protects your margins.
Monthly Bookkeeping
Flat monthly fee, scoped to your businessAccurate books, monthly close, and financial statements you can actually read. Built for owner-operated businesses tired of cleanup work every spring.
- Monthly transaction categorization and reconciliation
- Bank, credit card, and loan account reconciliations
- Accounts receivable and accounts payable tracking
- Monthly financial statements (P&L, balance sheet, cash flow)
- Year-end books prepared and ready for tax filing
- Direct access to a licensed CPA — not a bookkeeping pool
Service Framework
CPA-led • Fixed monthly fee
Fractional CFO
From $1,500/monthStrategic financial leadership without a full-time hire. For owners who've outgrown gut-feel decisions but aren't ready to hire a $200K CFO.
- 13-week rolling cash flow forecasting
- Monthly KPI dashboards built around your business
- Budgeting and budget vs. actual analysis
- Pricing analysis and margin reviews
- Banking, lender, and investor reporting
- Strategic guidance on hiring, expansion, and major financial decisions
- Available standalone or paired with monthly bookkeeping
Tax Preparation
Individual and business tax returns offered as an add-on for monthly clients and on a select basis for new clients during tax season.
Service Framework
CPA-led • Fixed monthly fee
Ready to get clarity on your margins?
Book a free 30-minute consultation directly on the calendar to discuss where your bookkeeping is leaking and how we can establish ultimate financial clarity.