help to keep your business balanced & moving forward with the insights you need

Services for Start-up & small businesses

  • Help to Account.

    Accurate books, maintained with care.

    Monthly or quarterly bookkeeping

    Categorizing income & expenses

    Bank + credit card reconciliations

    Accounts payable & receivable support

    Software setup & maintenance (QuickBooks, etc.)

  • Help to Report.

    Financial visibility that empowers decisions.

    Monthly reporting packages

    Cash flow tracking & forecasting

    Project / job profitability reporting

    Budget development & review

    Cost reduction and efficiency insights

  • Help to Employ.

    Compliance without the stress.

    Payroll processing coordination

    HR consultations for employee policies & perks

    Sales tax reporting & remittance

  • Help to Grow.

    Controller-Level Advisory

    Executive insight without a full-time hire.

    Financial system & process improvements

    Investor/lender-ready financials

    Strategic planning & performance analysis

    📌 Perfect for small businesses that need financial advice from an experienced leader

Inquire for help

FAQs - how we work

What happens when i inquire?

There is no fee or commitment for an introductory conversation. We get to know each other and understand what you’re looking for. If we believe we can help, then we would provide next steps with a Scope of Work containing pricing and scheduling. Then it’s your call!

what is the fee structure or time commitment?

It really depends on the project and your personal needs. We are very flexible with our structure to meet you where you are.

You could choose from:

  • Monthly service plans with designated hours & tasks

  • Quarterly check-ins to review work you’ve performed on your own or build summaries of activity for smaller items

  • Project-based engagement where you’ve got a certain goal that we can help you achieve with an agreed upon timeline

You get the help you need — only when you need it, no surprises.

what is the outcome of working together?

Our goal is to provide a clear financial picture, through systems that simplify your life, giving you more time back in your day while having a steady hand to help guide you along the way.