Core Services
Four ways to fill the gap in your finance function — pick the layer you need, or get the whole stack in one engagement.
Four Core Services
For businesses ready for real financial oversight on top of the books, not just data entry.
Everything in Bookkeeping
AP and AR management with a formal approval process
Payroll processing through the client's existing system
Month-end close and chart of accounts oversight
Management-level financial reporting and variance review
Internal controls and process oversight
Daily email and Slack support with calls as needed.
Two scheduled meetings per month
For businesses with bookkeeping and controller functions already in place that need strategic leadership layered on top.
13-week rolling cash flow forecasting
Budgeting and scenario planning
KPI dashboards and board / investor reporting
Pricing, margin, and unit economics guidance
High-level strategic and operational decision-making support
Daily email and slack support with calls as needed
Weekly meetings
For businesses that need clean, current books — the foundation everything else is built on.
Day-to-day transaction coding and categorization
Bank and credit card reconciliation
Basic accounts payable and receivable tracking
Monthly financial statements (P&L, balance sheet, cash flow)
Clean, audit-ready books at all times
Daily email and Slack support with calls as needed.
One monthly meeting with the controller overseeing your account
For businesses that want the entire finance function handled — from daily transactions to strategic direction — in one engagement.
Everything in Bookkeeping & Controller
13-week rolling cash flow and budgeting
KPI dashboards and board / investor reporting
Strategic and operational decision-making support
One accountable partner across the entire finance function
Daily email and Slack support with calls as needed.
Weekly meetings
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