We work with owner-run businesses that are doing well but feel a week behind on the paperwork and maybe a few years behind on the technology. We put simple systems in place so it stops piling up: cash, bills, invoices, the books. One project at a time, fixed price, yours when it's done.
Most of our work starts as one project, scoped and quoted before anything begins. What happens after is up to you. Some clients do more projects, some keep us on monthly, and some are all set.
Custom internal tools, software selection and setup, job costing, approval workflows, inventory, dashboards, websites.
Lender and investor packages, financial models, real estate and project finance, grant closeouts, exit readiness, buy-side review, cleanup when the books need it.
Fractional controller or CFO, cash forecasting, monthly close and a one-page report, budgets and margins, interim controller.
New-business setup, payroll and 1099s, sales tax registrations, training your staff on what we build.
Projects end. If you'd rather we keep watching the numbers after, that's the monthly service. We forecast the cash, close the books every month, and answer questions as they come up, at a fixed monthly fee.
"Reports you can read in ten minutes, and we'll sit down and walk through what they mean."
WHO IT'S BUILT FORWe look at your cash and your books and tell you plainly what's working and what isn't. No charge, no strings. Plenty of businesses are in better shape than the owner thinks, and if that's you we'll say so.