Outsourced accounting, reporting & CFO support
Audit-ready, lender-ready, investor-ready financials
Bookkeeping, cleanup, monthly close, reporting, tax support and fractional CFO work for U.S. small businesses — prepared by an audit-trained accountant, and available on short notice when a deadline is already on the calendar.
Fixed monthly fees. Starting prices published. Usually able to start within days.
- Short notice
- Audit dates, lender deadlines and departed bookkeepers handled at speed.
- Standards
- US GAAP and IFRS financial statements, prepared properly.
- Nationwide
- Delivered online to U.S. businesses in every state.
Why businesses call
Most engagements start with a deadline or a document nobody can produce
Six situations account for almost every enquiry. Each one is a specific piece of work, not a discovery project.
An audit is coming
Schedules, reconciliations and support prepared before fieldwork, so the audit does not become a document hunt.
A lender wants statements
Loan and SBA packages that reconcile to your tax returns and answer underwriting questions on the first pass.
You are raising capital
Diligence-ready financials and data room support, including Reg D and Reg CF offering content.
Taxes are due and the books are not ready
A tax-ready close, with returns prepared and signed by credentialed CPAs and Enrolled Agents on our panel.
Your back office just broke
A bookkeeper left, or nobody senior reviews the numbers. We take over the whole function.
You need a CFO, not a full-time one
Forecasting, pricing, lender and board reporting, and capital decisions on a part-time basis.
What changed
Corrected financials change the answer you get
Anonymized client engagements. Outcomes always rest with the lender, auditor or investor, but the accounting is what gives them a reason to hesitate.
$2M+
Contract awarded to a contractor expecting roughly $700K of work, after a heavily understated balance sheet was corrected.
40% lower
CPA fee versus the original bid, based on cleaned financials and a supported year-end package.
Better terms
Bank financing obtained more easily, with greater lender trust and lower interest rates offered.
100+ entities
Group reporting and consolidation experience, including institutional-scale reporting environments.
Sound familiar?
Your books should tell you what is happening in the business
Most owners we speak with do not need a lecture on accounting. They need numbers that arrive on time and hold up when questioned.
- You cannot get a reliable profit and loss statement within two weeks of month-end
- Revenue is growing but cash feels tighter than it should
- Nobody can explain what moved gross margin last quarter
- The bookkeeping is behind, or was never reconciled properly
- You only hear from your accountant at tax time
- A lender or insurer asked for statements you did not have ready
Services
Where we help
The ongoing work is a monthly close, reporting and CFO support. If the books are behind or unreliable, that gets fixed first.
The ongoing engagement
Monthly close
Monthly Accounting and Month-End Close
A real month-end close with reviewed statements you can use.
Reporting
Financial Reporting for Small Businesses
Statements and management reporting that explain what happened and why.
CFO support
Fractional CFO Services
Senior financial thinking on a part-time, ongoing basis.
Where most engagements start
Bookkeeping Services for Small Businesses
Accurate, current books maintained on a predictable schedule.
Catch-Up Bookkeeping Services
Months or years behind? We rebuild the record and get you current.
QuickBooks Cleanup Services
Fix the file, fix the reports, and keep them reliable going forward.
Once the books hold up, we also handle business tax preparation and filing, prepared and signed by credentialed U.S. CPAs and Enrolled Agents on our panel while we own the books and the tax-ready close.
Who we help
Built for owner-led businesses that have outgrown basic bookkeeping
Small Businesses
Most of the businesses we work with are between the point where the owner does the books and the point where they can justify an internal finance team.
Contractors
Contracting businesses live or die on job margin, and job margin does not appear on a standard profit and loss statement.
Construction Companies
Construction companies running multiple concurrent contracts need accounting that reflects contract status, not just cash movement.
Roofing & Specialty Trades
Roofing and specialty trade businesses run high job volume with fast turnaround, which makes accurate per-job costing both harder and more valuable.
E-commerce & Online Sellers
Online sellers rarely have a bookkeeping problem in the usual sense. They have a settlement problem: one deposit hides gross sales, refunds, platform fees, advertising, shipping and reserves.
SaaS Companies
SaaS accounting fails in a predictable way: cash comes in annually, revenue is recognized monthly, and the books only track the first half of that.
PE Portfolio Companies
A portfolio company is judged on reporting discipline as much as performance. Sponsors expect a fast close, a consistent pack, and numbers that reconcile to the consolidation.
Why businesses come to us
Practical accounting, not a reporting package nobody reads
We fix the foundation first
Reporting built on unreliable books is guesswork. We correct the record before we build anything on it.
A close date you can plan around
A defined month-end close means the same period does not produce three different answers.
Plain explanations
Every monthly package comes with a short written note on what changed and what needs attention.
Depth in project-based work
Job costing, WIP and retainage are handled properly rather than approximated.
Specialization
Deep experience with contractors and construction companies
Project-based businesses need accounting that follows the job. Company-level profit can look acceptable while a third of your jobs lose money.
Where our contractor and construction work concentrates:
- Job costing and cost codes
- Project profitability by job and job type
- Work in progress (WIP) reporting
- Labor burden and payroll job costs
- Retainage receivable and payable
- Change order tracking
- Overhead allocation
- Cash flow timing on progress billing
How we start
A simple, predictable process
01
Conversation
A straightforward call about the business, the current setup, and what is not working.
02
Review
We look at your accounting file and recent periods, then tell you plainly what condition it is in.
03
Scope and price
A written proposal covering any cleanup phase and the ongoing monthly work, with a fixed fee.
04
Onboarding and rhythm
Access set up securely, cleanup completed, then a monthly close and reporting cadence.
What improves
Good bookkeeping records history. Good accounting helps you make the next decision.
- Financial statements delivered on a fixed schedule
- Margin questions answered with data, not memory
- Cash visibility weeks ahead of payroll and tax dates
- Reporting you can hand to a lender without rework
- Tax-ready year-end records, with filing support available
- Pricing and hiring decisions backed by real numbers
FAQ
Common questions
Next step
Let's look at your numbers
Tell us where your books stand today and what you need them to tell you. We will respond with a straight assessment and a recommended next step.