You’re Making Money… But Have No Idea Where It’s Going.
It costs $250,000+ for a solid accounting & finance team full-time. Stop paying for the team and buy the outcome. Over 80% less when you go fractional and work with us.
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One Person = More Problems
You can hire a bookkeeper or accountant…
But you get:
❌ One opinion
❌ Limited experience
❌ Reactive because they don’t know your industry
❌ You manage them (and hope it’s right)
❌ Higher chance of expensive mistakes that cost you a lot of money 
and time 
❌ Slower growth
❌ Long ramp-up time
❌ If they leave… you’re back at zero
A Team = Problems Solved
OR hire us for less than one bad hire …
You get:
✅ A full team (books, accounting, CFO, tax) to catch blind spots faster
✅ 20+ years of experience behind every decision
✅ A plan so you stop reacting and start growing
✅ Industry specific advice to succeed faster
✅ Tax experts helping you keep more money
✅ A team that understands business (most have owned one)
✅ No ramp-up time needed or managing so you focus on what you do best
✅ Exit plan so you’re never back at zero
Bad numbers cost you. 
Let’s fix that.
Who We Serve
Take Back Control Of Your Business
Your business revenue is between $500k - $5 million annually.
Built for service-based companies such as construction / contractors, healthcare, and real estate.
Numbers frustrate you and guessing costs you - especially with the IRS.
You agree to share info on time and meet with us once a month to stop money leaks and proactively plan ahead.
Services
Bookkeeping
You hate doing your numbers and guessing costs you – especially with the IRS.
Accounting
CFO
We look forward financially in time to ensure you have enough cash to keep the doors open. We take it a step further and work with you to ensure you proactively plan and estimate financial budgets for things and people that matter to you in your business.
Tax Planning
With over 50+ years of experience, stop overpaying the IRS or fearing penalties that impact your hard earned money.
We meet quarterly to ensure you are ready and we file your taxes for you so you can focus on what you do best.
Monthly Pricing
Essentials
Starts at $3295
Financial Clarity: For owners who have a team but still feel lost on the numbers that actually matter.
- 1x Monthly Advisory meeting to ensure your on track with your money goals.
- Weekly reminder calls / texts if needed on assignments (if applicable)
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- Analyzes the financial statements given to us by your accounting team.
Freedom
Starts at $3995
Stop The Bleeding: For owners done guessing. You get a team of experts who fix the money leaks so you stop stressing.
- 1x Monthly Advisory meeting to ensure your on track with your money goals.
- Monthly Bookkeeping
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- Monthly Financial Statements
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- 48 hour Response Time
- Weekly reminder calls / texts if needed on assignments (if applicable)
A La Carte
Pricing
Varies
Your Business, Your Rules: Every business is different. You need one specific thing done right – not a full suite you’ll never use.
- AR / AP Collections
- Cash Needs Tracking (Rolling Cashflow Forecast)
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- Advanced Forecasting / Budgeting (FP&A)
- Sales & Use Tax
- Payroll Maintenance (Quarterly Report, W-2s, Year End Reports)
- Insurance and Benefits Analysis
- 401k & Pension Maintenance & Review (Annual Census)
- Vendor Review
- Tax Resolution
- Cost Segregation (if needed for taxes)
- 1099 / W-9s Maintenance
- Pricing & Profitability Analysis
- Bank Loan Preparation and Presentation
- Due Diligence Support - Investors, M&A, Selling Business
Don’t Let Numbers Hold You Back
Tired of doing everything on the fly and guessing on important financial metrics and forecasts?
