The services, itemized.
Six lines of practice for owner-led businesses — open any line for its deliverables, read the cadence below it, and let the finder point you at a package.
Six lines of work. One set of standards.
Everything a firm should do for an owner-led business — each with its own deliverables, each held to the same close discipline.
Monthly bookkeeping
4.2days, average close+
Reconciled accounts, a disciplined month-end close and management statements you can actually read — delivered by the 10th, every month.
Tax preparation & planning
0missed deadlines, ever+
Federal and state returns filed on time, quarterly estimates that hold, and a planning calendar that finds elections before deadlines find you.
Payroll
100%on-time filings+
Runs on schedule, filings on time, and every contractor papered properly — payroll that never becomes a penalty letter.
Fractional CFO
13week cash visibility+
A finance chief without the salary line: thirteen-week cash forecasts, board packs, pricing models and a monthly working session with a partner.
Cleanup & catch-up
18months typical rebuild+
Eighteen months behind? We rebuild the ledger from the bank feed up, reconcile every account and hand back books an auditor would sign.
Compliance & filings
50states covered+
Sales tax registrations and returns, annual reports, franchise filings — the paperwork that keeps the business in good standing, handled.
Ten business days. Every month. In order.
The close is a procedure, not a scramble — here is what happens on each working day, and when your statements land.
Three questions. One clear starting point.
Tell us where the business stands and what hurts — the right engagement surfaces below.
Where is the business?
What do you need most?
What cadence suits you?
If a month doesn't reconcile, that month is free.
The guarantee we've offered since 2011 — claimed twice, both times our fault, both times honoured.
Request an engagement letter.
Every engagement begins with a signed letter and a fixed scope — tell us where the books stand and we'll draft yours.
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