Our Services and Approach
Your all-in-one finance team - handling the details and guiding the big picture.
We know every business has different financial needs - which is why our services are fully tailored. Whether you need cleanup and compliance to get your books in order, or strategy and guidance to fuel growth, we customize our approach to meet you where you are and take your business to the next level.
Fractional CFO
A Fractional CFO is a senior financial expert who provides high-level strategy and guidance to your business on a part-time basis. Unlike a bookkeeper or accountant who focuses on tracking numbers and compliance, a Fractional CFO helps you understand the story behind your finances, create forecasts, manage cash flow, and make informed decisions to drive growth - without the cost of hiring a full-time CFO.
Benefits of a Fractional CFO
Strategic Guidance
Cash Flow Management
Cost-Effective Expertise
Scalable Support
Financial Clarity
Risk Reduction & Compliance
Who Needs a Fractional CFO?
Growing businesses ready for strategic guidance
Companies with complex finances or cash flow challenges
Owners who want clarity and confidence in financial decisions
Businesses preparing for scaling, investment, or big moves
Scale with confidence. Get CFO-level strategy for a fraction of the cost.
Financial strategy without the full-time price tag.
Bookkeeping
Bookkeeping is for business owners who want organized, accurate finances and clear insights without the hassle.
01
Record and categorize daily transactions
03
Track expenses and manage accounts payable/receivable
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Reconcile bank and credit card statements
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Generate clear financial reports for insight
Tax Preparation
Tax preparation helps your business stay compliant, maximize deductions, and file with confidence.
Our tax preparation services cover gathering and organizing financial records, calculating deductions and credits, preparing and filing federal and state returns, and ensuring compliance with all tax laws. We also review your results and provide guidance to help minimize liabilities and plan for the year ahead.
Don’t see exactly what you’re looking for? We offer full-scale accounting solutions and custom packages tailored to fit your business’s unique needs - so you get the support that works for you.
Some FAQ
01.
What is a Fractional CFO?
A Fractional CFO is a senior financial expert who provides part-time, high-level guidance to help your business make smarter financial decisions, manage cash flow, and plan for growth - without the cost of a full-time hire.
03.
What does tax prep include?
Tax preparation involves gathering financial records, calculating deductions and credits, preparing and filing federal and state returns, and ensuring compliance to minimize liability.
02.
What does bookkeeping include?
Bookkeeping covers recording daily transactions, reconciling accounts, tracking expenses, managing accounts payable/receivable, and generating financial reports to give you clarity and control.
04.
Do you create custom packages?
Yes! We offer flexible packages and full-scale accounting solutions tailored to your business’s unique needs.
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