Monthly Bookkeeping & Close

Day-to-day bookkeeping, reconciliations, and month-end close so your financials are current, accurate, and easy for your CPA or board to review.

Cleanup & Catch-Up (Audit-Ready)

Historical cleanups, re-classifications, and reconciliations to fix messy or backlogged books and prepare proper support for audits and tax filings.

Nonprofit & Grant Reporting

Fund and program tracking, audit-ready books, and grantor/board reporting so your mission work is backed by solid financial storytelling.

Fractional CFO & FP&A

Strategic finance support—budgets, forecasts, variance analysis, KPIs, and board-style reporting—without the cost of a full-time CFO.

Cash Flow & Banking Insight

Cash flow modeling and simple lender-friendly reporting so you can talk confidently with banks and make better decisions around debt and liquidity.

Forecasting & Scenario Planning

“What if?” models that show how pricing, hiring, and investments affect revenue, profit, and runway before you commit.

Dashboards & Business Intelligence

Excel or Power BI dashboards that pull from your existing systems and give you at-a-glance visibility into performance.

Process Improvement & Automation

Mapping and redesigning your finance workflows; implementing Excel VBA, Power Query, and other automations to reduce manual tasks and errors.

Data Cleanup & Systems Migration

Cleaning legacy data and supporting migrations between accounting or reporting tools so your new systems start with a solid foundation.