Services
Three tiers. One team. Grow into what you need.
Tier 1 — Accounting
The foundation — clean, current books you can trust.
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Data Entry & CategorizationsWe update your books daily. If we find issues, we raise them immediately, before details are forgotten.
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Receipt Processing & Digital ArchivingForward your receipts and we'll attach them to the transaction and maintain a shared digital archive for quick reference.
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ReconciliationOnce bank statements are ready, we reconcile the books and check for duplicate transactions.
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DepreciationWe handle depreciation schedules for your fixed assets.
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Payment Schedules & Interest CalculationFor any loans, we update amortization and interest monthly — building a schedule ourselves if your lender doesn't provide one.
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Bill PayWe organize vendors and pay approved bills when due.
Tier 2 — Controlling
Once the books are clean, we make sure they close right — and tell you what they mean.
Includes everything in Accounting, plus:
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Month-end Review & CloseWe run 30+ checks on the books every month to the highest standard, ensuring every transaction has a vendor/customer attached.
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Business ReportsA/R aging, A/P aging, revenue per customer, profit & loss, and balance sheet — the reports you actually need to run the business.
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Preparing Books for Tax ReturnYour books are ready for tax season. We work directly with your CPA, answering questions and resolving issues.
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Stripe Income RecordingStripe invoices and fees are reconciled to your bank account and properly recorded in QuickBooks.
Tier 3 — CFO
Strategic finance leadership — not just reporting on the past, but planning what's next.
Includes everything in Controlling, plus:
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Process OptimizationWe streamline your financial processes, migrating to new systems where needed.
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Performance MetricsWe define the metrics that actually matter for your business — churn, CAC/LTV, NRR, return on sales — instead of drowning you in irrelevant numbers.
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Runway AnalysisUsing your financial model, sales projections, and cash on hand, we project your break-even timeline and when you'll need to raise.
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Monthly Status Meetings & Executive CoachingOne status meeting a month covering the prior month's performance and any executive topics — strategy, investment, valuation, exit.