— Services —
Six disciplines.
One partnership.
From fractional CFO counsel to AI-augmented operations — every service is designed to give growing businesses the financial infrastructure they need to scale with confidence.
Fractional CFO Advisory
A seat at your leadership table.
Executive-level financial leadership without the executive-level overhead. We embed into your business — owning the financial narrative, prepping board materials, running investor conversations, and calling the shots on the decisions that matter.
Deliverables
- —Monthly strategy reviews
- —Board & investor materials
- —KPI frameworks
- —Exit & capital planning
FP&A
Plan ahead instead of react.
Budgets, rolling forecasts, scenario models, variance analysis, and the dashboards your team will actually open. The forward-looking layer that turns accounting into intelligence.
Deliverables
- —Annual + rolling forecasts
- —Scenario modeling
- —Variance analysis
- —KPI dashboards
Month-end Close
Numbers you can trust by the 10th.
A clean, repeatable close process: reconciliations, journal entries, accruals, and GAAP-compliant financial statements. If your current close is "when the bookkeeper gets to it," we can fix that.
Deliverables
- —Reconciliations
- —Financial statements
- —Documented close calendar
- —Review checkpoints
Accounting System Design
The plumbing that makes everything else possible.
Chart of accounts rebuilt for your business model. QBO configured with intention. Internal controls that scale. Process documentation so institutional knowledge doesn’t live in one person’s head.
Deliverables
- —QBO setup / rebuild
- —Chart of accounts
- —Internal controls
- —Process documentation
AP & Treasury
Cash in, cash out, cash forecasted.
Invoice processing and approval workflows. Vendor management. Cash forecasting and working capital optimization. The operational plumbing that keeps cash moving in the right direction.
Deliverables
- —AP workflow design
- —13-week cash forecast
- —Vendor management
- —Treasury operations
AI-Augmented Operations
Where finance meets machine learning.
Our core differentiator. We wire AI into the repetitive, error-prone parts of your back office — transaction categorization, anomaly detection, invoice parsing, reconciliation drafts. AI handles pattern-matching; our team handles judgment. You get Fortune-500-grade work at small-business pricing.
Deliverables
- —AI bookkeeping pipelines
- —Anomaly detection
- —Document automation
- —Custom AI copilots
— How we work —
Four phases.
No theater.
Discovery
We listen first. 30 minutes, no slides, no pitch.
Assessment
We audit your books, systems, and reporting. You get a written report either way.
Implementation
We build alongside your team — systems, process, controls, and AI tooling.
Partnership
Ongoing monthly cadence. Named partner on every engagement.
— Start here —
Thirty minutes.
Zero obligation.
Tell us what’s in the way. We’ll tell you whether we can help, and who to call if we can’t.
Schedule a conversation