What we do
Six services. One flat monthly fee.
No hourly billing. No surprises. A team working behind the scenes so you don't have to.
01· Flagship service
Real-Time Financial Reporting
Our bookkeeping is automated and reconciled daily. Financial reports are always 24 to 48 hours old, so you are never making decisions with stale data. Cash flow reporting, invoicing, and AR/AP management can be added as your needs grow.
- Automated daily reconciliation
- Financial reports within 24-48 hours
- Cash flow reporting
- Invoicing & AR/AP management
- Real-time dashboard access
24h
Reconciliation cycle
The full service index
02 – 06
02Tax Planning & PreparationYear-round strategy that makes filing season predictable and uneventful.View service03PayrollOn time and accurate every cycle, with compensation analysis built in.View service04AdvisoryAn objective second opinion before every contract, purchase, and hire.View service05Valuation & Exit PlanningOver 300 sales consulted. Position your business to sell for what it is actually worth.View service06ConsultingEntity decisions, system implementations, and contract negotiations on one flat fee.View service
Not sure where your business stands financially?
Book a consultation and we'll show you exactly where you're leaving money on the table.