We work as your accounting department, at the level you need today: bookkeeping, a proper monthly close, a controller who signs off on the numbers, and CFO support when you’re planning, raising or scaling. Start where you are and add support as you grow. One team, so nothing falls between providers.
Bookkeeping
Accurate, reconciled books every month, without an in-house hire. There are no payroll taxes or benefits to cover, and our certified team gets the work done in less time than a typical in-house bookkeeper.
Best for: owners who are doing the books themselves or have fallen behind.
- Transaction coding and bank, credit card and payment-account reconciliations
- Receipt and bill capture with tools such as Hubdoc
- A monthly profit and loss statement and balance sheet
- A regular check-in call with your accountant
More about our outsourced bookkeeping services →
On QuickBooks Online or Xero? See our QuickBooks bookkeeping and Xero bookkeeping services.
Advanced bookkeeping & month-end close
Accrual-basis books closed on a fixed calendar every month, so the numbers are complete and comparable month to month. That’s the standard lenders and investors expect.
Best for: growing companies with payables, receivables, payroll or inventory.
- Accrual-basis accounting with a documented month-end close checklist
- Accounts payable and bill pay (such as BILL), and accounts receivable and collections tracking
- Payroll journal entries from Gusto, ADP and similar providers
- Prepaid expenses, accruals and fixed-asset schedules
- Inventory and cost of goods sold for product companies
- A full set of monthly financial statements, including cash flow
Controller services
A controller reviews the work, owns the close and makes sure your financial statements are right before anyone relies on them. You get controller-level oversight for a fraction of a full-time hire.
Best for: companies with investors, lenders, multiple entities or complex revenue.
- Review and sign-off on every monthly close
- Balance sheet reconciliations and supporting schedules
- Revenue recognition under ASC 606, with deferred and unbilled revenue schedules
- A monthly reporting pack with KPIs and budget-versus-actual
- Internal controls and approval workflows that fit a small team
- Audit, due-diligence and lender readiness
- Multi-entity accounting and consolidations
Fractional CFO
Forward-looking finance leadership: where your cash is going, how long it lasts and what the next decision will do to both. We join your leadership meetings and board calls as needed.
Best for: founders planning a raise, a hire, a new market or a tighter path to profit.
- Cash flow forecasts and runway, including 13-week cash planning
- Budgets, financial models and scenario planning
- Board and investor reporting
- Unit economics: gross margin, contribution margin, CAC payback and lifetime value
- Pricing and profitability analysis
- Fundraising and due-diligence support
Accounting software setup, cleanup and migrations
One-time projects that get your accounting system right, whichever platform you run on, whether that’s QuickBooks Online, Xero, NetSuite, Sage Intacct, an AI-native ledger such as Rillet or Digits, or something else. A clean starting point, the right chart of accounts and apps that actually sync.
Best for: new companies, companies outgrowing their software, and books that have fallen behind.
- New system setup and chart of accounts design
- Catch-up and cleanup of prior months or years, in any of these systems
- App integrations: payments, payroll, bill pay, billing and ecommerce
- Migrations between QuickBooks Desktop, QuickBooks Online and Xero, and clean opening balances when you move up to NetSuite, Sage Intacct or an AI-native platform
Tax-ready books, handed to your CPA
We don’t prepare income tax returns. We leave that to tax-focused CPA firms. What we do is keep your books tax-ready all year and hand your tax preparer a complete, reconciled year-end package, so filing is faster and cheaper.
- A year-end close and tax package for your CPA
- Vendor records organized for 1099 reporting
- Sales-tax nexus tracking for ecommerce and SaaS sellers
- Research and development costs tagged for your CPA’s R&D credit work
Frequently asked questions
What’s the difference between a bookkeeper, a controller and a CFO?
A bookkeeper records and reconciles your transactions. A controller reviews that work, runs the month-end close and makes sure your financial statements are right. A CFO looks ahead: budgets, forecasts, cash flow and strategy. We provide all three, so you get the level of support you need without hiring each role.
Do you prepare tax returns?
No. We focus on bookkeeping, the monthly close, and controller and CFO work. We keep your books tax-ready and give your tax CPA a complete year-end package.
Can you work in our existing accounting system?
Yes, whichever system it is. We’re software-agnostic and work in QuickBooks Online, Xero, NetSuite, Sage Intacct, AI-native platforms such as Rillet and Digits, and others. If the books need a cleanup first, we’ll tell you after reviewing them.
Is my financial data secure?
All of our staff have had background checks, and we operate under an actively monitored security policy. We work inside your cloud accounting software through accountant access that you control and can remove at any time.
We work in the software you already use
We work in whatever accounting software you already use, from QuickBooks Online and Xero (we’re certified in both) to NetSuite, Sage Intacct and AI-native platforms such as Rillet and Digits. Then we connect the rest of your finance stack so every system ties back to your books.
- Divvy
- Givebutter
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Not sure which level you need?
Tell us where things stand and we’ll recommend the right mix, with no obligation.