Professional Bookkeeping & Cleanup
Comprehensive monthly categorization, bank reconciliations, chart of accounts optimization, and full catch-up services for disorganized books. QBO & Xero certified.
What we do
Full-service financial operations, built around your business
Eight integrated service pillars — engage one, or let us run your entire back office. Every engagement is scoped in writing before work begins.
Tax Strategy & Preparation
Federal tax returns prepared for all entity types, with strategic year-round planning to legally minimize tax liability. We partner with licensed CPAs for review and filing sign-off.
Custom Financial Intelligence Apps
Python-powered dashboards, advanced Excel models, cash flow tracking systems, payment analytics portals, and reconciliation tools built for your specific business needs.
Financial Modelling & Forecasting
Investor-grade 3-statement models, rolling cash flow forecasts, scenario and sensitivity analysis, and revenue projections - built in Excel or Python and ready for lenders, investors, or your next board meeting.
Financial Analysis & Reporting
Ratio and trend analysis, KPI dashboards, budget-vs-actual variance reviews, and clear monthly management reports - so you always know exactly how your business is performing and why.
Due Diligence & Quality of Earnings
Underwriter-grade rigor before you sign the LOI or loan agreement - adjusted EBITDA and QOE reporting, net working capital peg analysis, customer concentration review, and debt capacity with DSCR modelling, so you know exactly what you are buying or borrowing against.
Executive Support & Operations
Email management, calendar coordination, client follow-up systems, CRM maintenance - keeping your communications organized so you can focus on strategic decisions.
Digital Presence & Thought Leadership
LinkedIn content strategy, financial education content, client success storytelling, and consistent professional presence - positioning you as a trusted industry leader.
How engagements begin
From first call to first deliverable — a clear, fast process
Step 1
Discovery Call
30-minute consultation to understand your business, pain points, and goals. No commitment required.
Step 2
Proposal & Scope
We deliver a custom engagement proposal with clear deliverables, timeline, and pricing.
Step 3
Onboarding
Secure access setup, document collection, and system integrations. We handle the technical lift.
Step 4
First Deliverable
You receive your first output - clean books, a report, or a financial model - promptly after onboarding, with a clear delivery schedule for everything that follows.
Not sure which service you need?
Describe your situation on a free discovery call and we'll recommend the smallest engagement that solves it.