Financial infrastructure at every stage

Monthly bookkeeping that reconciles every account, produces clean P&L and balance sheet, and flags issues before they cost you. Remote, QBO-integrated, starts at $275/mo.

Payroll processing, federal & state tax filings, W-2/1099 prep, multi-state compliance, and clean integration with your bookkeeping. Starts at $300/mo.

Monthly close, KPI dashboards, 13-week cash flow forecasts, budget-vs-actuals, and job-level reporting — the operating layer between bookkeeping and CFO strategy. From $1,500/mo.

Fractional CFO leadership — forecasting, capital planning, M&A and exit readiness, board-grade reporting. Built on the controller infrastructure that makes strategy actionable. From $3,500/mo.

Scoped, fixed-price advisory projects for transition moments — diagnostics, profit-leak audits, loan readiness, valuation, system implementations, and turnaround assessments. Starting at $750.

Federal, state, and multi-state tax prep for 1040, 1065, 1120-S, and 1120 — with deduction optimization, e-filing, and audit support included. Starts at $200.

Year-round, forward-looking tax strategy — S-Corp election, PTET, entity structure, depreciation, retirement, and owner compensation modeling. Real savings, legally captured. From $1,200.

IRS notice response, lien and levy negotiation, installment agreements, Offers in Compromise, penalty abatement — 48-hour emergency assessment available. From $500.

Zoho CRM and Books implementation, QuickBooks integration, workflow automation, custom dashboards, and AI-assisted reporting. Replace spreadsheets with a connected system. From $1,500.

DSCR analysis, lender-formatted financials, projections, and SBA-grade loan packages — from a team with 300+ commercial loans reviewed from the lender's side. From $1,500.