Most engagements start as a defined project — scoped and quoted before any work begins, with a clear finish line. If you want the numbers watched every month after, that's the controller service.
Messy books rebuilt, AP/AR untangled, months of backlog closed out, and records made audit-, bank-, and buyer-ready. You get clean books and documentation of what was fixed.
The work we love most: building systems that give people their time back — not just the owner, anyone whose week disappears into chasing basic things down just to stay organized. The starting point is usually simple: the business already has a process that works. We take that exact process and give it the technology to run on its own. Sometimes that's a custom tool — an approval queue that routes invoices to the right person's phone, a dashboard that shows who's paying late before it hurts. Sometimes it's gluing together what you already own: QuickBooks, payroll, spreadsheets, email. Where AI honestly helps — document handling, data entry, first drafts — we build it in, without the buzzwords. And sometimes there's no software at all — just your process, finally written down. Built, documented, and handed over working — and suddenly there's time for the things that kept getting pushed off. That includes websites: small businesses get a rough deal there — a big invoice up front, then a site that stays stale because every change costs money. We build them like everything else: fixed price, actually yours when it's done, changes measured in minutes. Hosting available if you'd rather never think about it.
The package your bank or investors will accept the first time — statements, schedules, and projections — plus someone who can speak to the numbers in those conversations.
Deal analysis, development pro formas, and project financing support — construction loans, investor capital planning, refinance packages — plus per-project books and reporting for small developers and operators. Run by someone who did this as the controller of a $55M-a-year developer, not someone who read about it.
Books closed monthly, cash forecasted, questions answered — at a fixed monthly fee priced to your volume and scope.
Books closed and reconciled every month, with a report you can actually read — and the handful of numbers that drive your business, defined together in the first month.
A rolling forecast built around how your business really collects and spends, so you see problems weeks out instead of at payroll — including what to do with surplus: reserves, debt paydown, equipment, or owner distributions, planned instead of guessed.
Annual budgets, profitability by product, job, or service line, and break-even numbers you can act on when setting prices.
We look at your books and tell you plainly what's working and what isn't. No charge, no strings — even if you never hire us, you'll leave knowing where you stand.
The review's findings become a quote: a one-time project with a price and an end date. You know the number before we start.
The project wraps with everything documented and handed over. Many clients keep us on from there — the monthly controller service, or a light hand keeping the systems running — always an option, never an assumption.