Services
Comprehensive Accounting &
Financial Solutions
From strategic CFO guidance to day-to-day accounting support, we provide the expertise
and flexibility your business needs to thrive.
Complete Financial Services Suite
From first-day bookkeeping to board-ready reporting, and from finding the right hire to leading the close — we cover every layer of your finance function.
Outsourced Accounting
Bookkeeping Services
Accurate, timely, and audit-ready books — every month.
- Bank / credit card reconciliations
- AP/AR posting
- Journal entries
- Monthly financial statements
Startup Accounting
Clean, compliant financial foundations from entity setup through investor-ready reporting — built right from day one.
- Chart of accounts setup
- Monthly bookkeeping
- Cash flow tracking
- KPI dashboards
- Investor reporting packages
AP / AR Management
We streamline your payables and receivables to improve cash flow and reduce errors.
- Vendor management
- Invoice processing
- Collections
- Aging reports
- Payment scheduling
Payroll Management
Accurate, compliant payroll processing for U.S. and international teams on Gusto, Rippling, ADP, and more.
- Payroll setup — Gusto / Rippling / ADP, etc.
- Multi-state compliance
- Payroll reconciliations
- Benefits & deductions
- Year-end filings
QuickBooks / Xero Setup
We set up or clean up your accounting system so it's accurate, automated, and scalable.
- Chart of accounts design
- System configuration
- Integrations (Stripe, Gusto, Bill.com, etc.)
- Opening balance cleanup
- Training & documentation
Fractional Controller and CFO
CFO Advisory / Fractional CFO
Strategic financial leadership without the full-time cost. Ideal for companies preparing for fundraising, audits, or rapid scale.
- Forecasting & budgeting
- Board/investor reporting
- Cash flow modeling
- Capital markets readiness
- KPI dashboards
Controllership
We manage your entire accounting function with precision, compliance, and speed.
- Month-end close
- Consolidations
- GAAP compliance
- Internal controls
- Audit support
FP&A
Forward-looking financial planning to help you make smarter decisions.
- Budgeting & forecasting
- Variance analysis
- Profitability modeling
- Scenario planning
- Data modelling
Specialized Accounting Advisory
Audit Readiness
We prepare your company for first-time audits, PCAOB audits, or investor-driven financial reviews.
- PBC list preparation
- Technical accounting memos
- Policy documentation
- Audit liaison support
- Internal controls review
SaaS Accounting & Reporting
Specialized accounting and reporting for subscription businesses: ARR, churn, CAC, LTV, deferred revenue, and ASC 606 compliance.
- SaaS KPI reporting
- Revenue recognition (ASC 606)
- Customer contract reviews
- Deferred revenue schedules
- Subscription billing reconciliation
Revenue Recognition (ASC 606)
Led by a 16-year ASC 606 expert — contract review, performance obligations, and technical accounting memos.
- Contract reviews
- Performance obligation analysis
- Variable consideration modeling
- Financing component modeling
- Revenue memos & deferred revenue schedules
Accounting Talent Solutions
Recruiting & Staffing
An end-to-end recruiting and staffing solution designed specifically for high-growth businesses that need reliable, skilled accounting talent.
- Role scoping and candidate discovery
- Targeted search and sourcing of qualified accounting talent
- Screening, technical evaluation, and shortlisting
- Interview coordination and hiring support
- Offer management, placement, and onboarding assistance
Let’s Talk
Ready to Build Investor-Ready
Financial Infrastructure?
Book a free 30-minute consultation — no obligation, just clarity.
