Get started on the right path.

Fractional Experts for your next inflection point

You may not know whether you need a bookkeeper, controller or CFO. And that's totally normal. Let's start with the biggest priority and work from there.

The "work" that makes everything work.

You may not think of these as services but things that simply need to get done. The things that make your business run. That's how we think about them too.

01

Bookkeeping & Month end close

A bookkeeper needs to understand how money moves through the business before the books can close.

• Chart of accounts restructuring
• Financial statement review
• Month end close oversight
• AP and AR oversight
• Balance sheet review
• Quality control
• Margin and profitability reporting
• Accounting policy support
• Multi-entity reporting
• Internal reporting processes
• Close optimization

02

Catch-Up and Cleanup

Cleanup starts with knowing what is missing, what is wrong, and what needs to be fixed.

03

Controllership

A controller oversees and optimizes the entire accounting process.

Industries we support

Built around how your business actually runs.

A restaurant does not run like an ecommerce brand. A franchise uses different tools than an agency. We match for industry fit, systems, and overall operating rhythm -- not just service category.

Ecommerce & CPG

Expertise includes: managing multiple sales channels, inventory, COGS, marketplace fees, chargebacks, and margin by SKU.

Restaurants & local shops

Expertise: balancing food costs, labor, payroll, vendors, rent, tips, inventory, and daily sales activity.

Fund Administration

Expertise: funds, SPVs, family offices, and investment firms capital activity, investor reporting, and compliance timelines.

Startups

Expertise: managing recurring revenue, deferred revenue, burn, runway, investor reporting, and KPI dashboards.

Real Estate

Expertise: managing properties, leases, vendors, repairs, rent collections, entities, and project-level expenses.

Healthcare & Wellness

Expertise: managing billing, payroll, providers, compliance needs, patient payments, and multi-location operations.

Retail & Local Services

Expertise: managing high transaction volume, staff, inventory, scheduling, and day-to-day complexity.

Agencies & Professional Services

Expertise: profitability based on people, time, pricing, utilization, retainers, and client-level performance.

Nonprofits

Expertise: grants, donations, programs, restricted funds, payroll, compliance, and reporting.

Which owner are you right now?

Everyone is dealing with something. Different versions of the same question.

• The one growing so fast you can't keep up.
• The one who's not sure where to look next.
• The one who needs help with processes.
• The one planning for the future.
• The one who always feels like they're chasing something.

How to get started

The outcome is a clear game plan, not a generic package.

You may not know the answer, and that’s okay. Tell us what’s happening in the business today -- we’ll ask the right questions, understand what you actually need, and turn it into a clear gameplan tailored to you.

1. Start with a free consultation.
2. We turn it into a clear game plan.
3. Match with the right fit.

From to-do list to done.

From building budgets and dashboards to data cleanup and SOPs and everything in between.

• Cost cutting
• Margin analysis
• KPI Dashboards
• Budget vs Actuals
• Job Costing
• Board Meetings
• Automation planning
• Pricing & profitability
• Inventory & COGS
• Automation planning
• Vendor comparison
• Quality of Earnings
• HRIS Setup
• POS / CRM Implementation
• Inventory System Cleanup

Are you ready for the right expert?

What can we help you with? Technology/Startup Life Science/Biotech/Healthcare Financial Services

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