A full finance department.
On demand.
From reconciling daily transactions to preparing your company for a Series B funding round. Our modular services are designed to scale with your ambition—so you only pay for exactly what you need.
GAAP Compliant
Rigorous standards
SOC 2 Type II
Enterprise security
CPA Certified
Active licenses
IRS Audit Ready
Bulletproof files
Impeccable Bookkeeping
The foundation of all financial strategy is accurate data. We manage your daily ledgers with an obsessive attention to detail, so you never have to wonder where your cash went.
- Daily transaction categorization
- Monthly bank & credit card reconciliation
- Accounts Payable & Receivable management
- Month-end close within 5 business days
- Custom chart of accounts design
Seamless Payroll & HR Admin
Ensure your team is paid perfectly and on time, while we navigate the complexities of multi-state compliance, tax filings, and benefit deductions behind the scenes.
- W-2 and 1099 processing
- Multi-state payroll tax filing
- Benefits administration reconciliation
- Gusto / ADP integration and management
- Contractor compliance tracking
Fractional CFO Advisory
Move from reactive reporting to proactive strategy. We help you map out scenarios, raise capital, and optimize cash flow to safely accelerate your growth.
- 13-week cash flow forecasting
- Financial modeling & scenario planning
- Board meeting preparation & presentation
- Unit economics & margin analysis
- M&A / Fundraising support
Strategic Tax Planning
Don't wait until April to think about taxes. We implement strategies year-round to legally minimize your liability, maximize credits, and keep you perfectly compliant.
- Year-round tax strategy & planning
- Entity structuring optimization
- R&D tax credit studies
- Sales & Use Tax (Nexus) compliance
- Seamless handoff to CPA for filing
Our proven workflow.
We've refined our onboarding and execution process to require less than 2 hours of your time per month.
Discovery & Audit
We analyze your historical books, tax returns, and software stack to identify leaks and compliance gaps.
Infrastructure Build
We implement our tech stack (or optimize yours), map the chart of accounts, and automate data flows.
Daily Execution
Our team handles day-to-day transaction coding, bill pay, invoicing, and payroll without bothering you.
Strategic Advisory
Monthly close by day 5, followed by a CFO strategy call to review cash flow, burn rate, and growth levers.
Custom pricing for custom needs.
We don't believe in rigid, one-size-fits-all packages. We build a bespoke financial infrastructure priced specifically for your transaction volume, complexity, and strategic goals.