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.

Discovery & Scoping

• Business goals
• Current systems and tools
• Reporting gaps
• Bookkeeping status
• Upcoming or urgent deadlines
• Cash flow pressure points
• Compliance needs
• Transaction categorization
• Bank and credit card reconciliations
• Payroll entries
• Monthly close support
• AP and AR review
• Loan and credit card activity
• Fixed asset review
• Financial statement preparation
• Revenue and COGS review
• Deferred revenue tracking
• Expense review and cleanup
• Accruals and prepaid expenses

Bookkeeping & Month end close

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

Catch-Up and Cleanup

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

• Months to years of catch-up
• Chart of accounts cleanup
• Duplicate transaction review
• Payroll entry cleanup
• AP and AR cleanup
• Loan and liability review
• Prior period reporting fixes
• Lender prep
• Diligence work
• Historical bank and credit card reconciliations
• Month end close oversight
• Chart of accounts restructuring
• Financial statement review
• Balance sheet review
• AP and AR oversight
• Margin and profitability reporting
• Quality control
• Multi-entity reporting
• Close optimization
• Internal reporting processes
• Accounting policy support

Controllership

A controller oversees and optimizes the entire accounting process.

CFO and Strategic Finance

A CFO needs the right data to produce accurate forecasts, help manage cash and make strategic decisions.

• Forecasting and budgeting
• 13-week cash flow models
• Cash flow planning
• Strategic advisory
• KPI dashboards
• Pricing and margin analysis
• Hiring and headcount planning
• Scenario planning
• Lender reporting
• Investor reporting
• Fundraising preparation
• Debt support
• Profitability analysis
• Bill payment scheduling
• Invoice intake
• Approval workflows
• Vendor records
• AP aging reports
• Platform implementation
• Expense classification
• Payment documentation
• Bill coding
• Cash planning around upcoming bills

Accounts Payable

AP is more than paying bills. It is knowing what is owed, what is approved, and what needs to be paid next.

Accounts Receivable

AR connects revenue to cash by making sure invoices go out, payments are tracked, and collections occur.

• Invoice creation
• Payment tracking
• AR aging reports
• Collections
• Payment application
• Deposit matching
• Receipt tracking
• Customer statement support
• AR cleanup

HR & People

HR is building the onboarding, offboarding, handbooks, policies, records, and procedures that protect you.

• Employee handbooks
• Onboarding workflows
• HR audits
• Offboarding workflows
• Employee file organization
• Offer letters
• Policy documentation
• Compliance checklists
• Benefits administration support
• Payroll coordination
• Contractor classification support
• Performance processes
• Manager guidance
• Employee records and documentation

Tax preparation & Filing

Tax prep starts with clean records, organized documents, and support to file at the federal, state, and local level.

• Year-end planning
• Estimated tax planning
• R&D Credit
• Entity optimization
• Owner compensation planning
• Contractor classification review
• Deduction review
• Sales tax coordination
• Multi state tax considerations
• State and federal filing
• 1099 preparation
• Business registrations
• Annual report filings
• Notice review
• Compliance deadline tracking
• Payroll tax coordination
• State filing follow up
• Entity status cleanup
• Documentation gathering
• Response coordination

Compliance Support

Compliance support means knowing what is due, what was missed, and what needs a response.

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 in balancing food costs, labor, payroll, vendors, rent, tips, inventory, and daily sales activity.
• Fund Administration: Expertise in capital activity, investor reporting, and compliance timelines.
• Startups: Expertise in managing recurring revenue, deferred revenue, burn, runway, investor reporting, and KPI dashboards.
• Real Estate: Expertise in managing properties, leases, vendors, repairs, rent collections, entities, and project-level expenses.
• Healthcare & Wellness: Expertise in managing billing, payroll, providers, compliance needs, patient payments, and multi-location operations.
• Retail & Local Services: Expertise in managing high transaction volume, staff, inventory, scheduling, and day-to-day complexity.
• Agencies & Professional Services: Expertise in profitability based on people, time, pricing, utilization, retainers, and client-level performance.
• Nonprofits: Expertise in 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.

1. Start with a free consultation. Answer a short discovery quiz to share more about your business, priorities, deadlines, and where support is most needed.
2. We turn it into a clear game plan. We map the areas identified, the urgency, and the type of expert who fits.
3. Match with the right fit. Our proprietary matchmaker looks beyond resumes and job titles to identify the expert best equipped for your business and your needs.

Book your free call

From to-do list to done.

• Cost cutting
• Margin analysis
• KPI Dashboards
• Budget vs Actuals
• Job Costing
• Board Meetings
• Automation planning
• Pricing & profitability
• Inventory & COGS
• 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.