Guiding Your Growth, Step by Step

What We Do

We help startups and small businesses build reliable, investor-friendly financial systems-before and after raising capital. Our Services:

- Accrual-Based Bookkeeping

- Clean-Up & Catch-Up Work

- Monthly GAAP-Ready Financials

- Fractional CFO Support

- Budgeting & Cash Flow Forecasts

- KPI Tracking & Management Reporting

- QuickBooks, Gusto, Ramp & Financial Stack Setup

Who We Support

We specialize in working with:

- Bootstrapped & founder-led companies preparing for their first raise

- Startups with $2M-$10M in revenue scaling up operations

- Nonprofits and service-based organizations that need structure

We haven't yet worked directly with venture-backed companies, but we've supported businesses through rapid growth and system transformations.

20+ years of cross-industry experience

Personalized service and direct access to your financial lead

Tech-enabled, human-driven financial support

Flat monthly pricing

- no surprises