Services

​Delivering real-time financial clarity, compliance assurance, and data accuracy so you can lead with confidence.

​

• Transaction Management
  Automated bank, credit-card, and platform feeds (Toast, Shopify, Stripe, delivery apps)
  Industry-tailored Chart of Accounts mapped to your key metrics

​

• Month-End Close Process
  Pre-close checklist covering cutoff schedules, accrual entries, and amortizations.
  Reconciliation of all bank & credit-card accounts within three business days

​

• Compliance & Filings
  Sales Tax: automated capture, return prep, and e-filing
  Payroll & 1099s: payroll-system sync, W-9 collection, withholding reviews
  Audit Support: work-paper prep

Turning flawless books into an engine for growth—founder-led, technology-driven, and sector-attuned.

​

• Strategic Reviews - monthly & quarterly one-on-one deep dives into cash-flow trends, and margin drivers

• Automation & Workflow Optimization - tech-stack health checks to surface new integrations and automation opportunities 

• Embedded Training & Documentation - best practice process & procedures: step-by-step operational guides for expense coding, approval workflows, and close routines

Elevating your financial management with high-level analysis, forecasting, and benchmarking.

• Projections

• Cash-Flow Forecasting

• Budgeting and Variance Analysis