What We Offer

Tier 1 — Bookkeeping
The foundation: accurate, current books you can trust. We handle monthly reconciliations, accounts payable, and day-to-day bookkeeping so your financial records are clean, current, and ready to build on.

Tier 2 — Bookkeeping + Reporting
Clean books plus the financial statements and light management reporting you need to actually understand how the organization is performing month to month.

Tier 3 — Full Accounting + Owner/Board Reporting
Full-cycle accounting paired with budgeting and regular financial presentations to ownership or your board — built for organizations that need to answer to leadership, not just close the books.

Tier 4 — Controller-Level + KPI Dashboard
Controller-level financial oversight with custom KPI dashboards, board reporting, and budgeting/forecasting — designed around the metrics that matter most.

Tier 5 — Full CFO/Controller, Complex or Regulated
Full CFO and controller-level services for complex, multi-location, or highly regulated organizations. This is dedicated financial leadership — strategic planning, cash flow management, grant and funding strategy, and financial systems oversight — for organizations facing the toughest reporting, compliance, and reimbursement pressures.

Cleanup & Catch-Up Projects
Books fallen behind? We quote cleanup and catch-up work as a separate, one-time project — reconciling backlogged records and getting you current — so it's clear, contained, and never buried in an ongoing retainer.

Project-Based & Short-Term Engagements
Not every need calls for a long-term commitment. Whether it's a one-time forecasting model, prepping for a board meeting or funding deadline, or bridging a leadership gap, we take on focused, short-term projects scoped to your timeline and budget.