Services
Everything a growing finance function needs.
Six services, one team. Start with the problem that hurts most, and add the rest as you grow.
Bookkeeping & month-end close
Books closed by the 5th, every month.
Transaction coding, reconciliations and a monthly close pack in QuickBooks Online or Xero. Fixed monthly price, published up front.
From $299 / monthDetails
Accounting, reporting & filing
Audit-ready books and board-ready reports.
Full-cycle accounting, management reporting, year-end support and sales tax or VAT coordination for companies that have outgrown bookkeeping.
From $700 / monthDetails
AP automation & reconciliations
Invoices approved, matched and paid without the chase.
Invoice capture, 2- and 3-way matching, approval workflows and payment runs, plus reconciliation bots that clear the routine matches for you.
Setup + monthly, quotedDetails
FP&A, budgeting & forecasting
From spreadsheets to strategy.
13-week cash flow, rolling forecasts, annual budgets, variance analysis and scenario models, delivered by a team that has run FP&A for multi-entity groups.
Monthly retainer, quotedDetails
Dashboards & MIS (Power BI)
One screen your leadership team actually opens.
Power BI data models over your ERP or accounting system, with P&L by customer, product, business unit and project, refreshed automatically.
Fixed build + monthly care, quotedDetails
Finance process automation
We build the finance machine, then run it.
Process mapping, ERP data pipelines, close automation, GL anomaly detection and bots in Python or Power Automate. Starts with a free discovery audit.
Free audit, then fixed priceDetails
For CPA and accounting firms
White-label bookkeeping, under your brand.
Your brand, our team, a fixed price per end-client and a secure portal. Grow monthly services without hiring.
Free finance health check
See where your finance function can go next.
Book a free 30-minute finance health check. You leave with three practical fixes, whether or not you hire us.