.png)
SERVICE SUITE
Our signature
5 Pillar Framework
01
TEAM
02
BOOKS
We perform a100-point diagnostic that reveals the root causes of financial inconsistencies and inefficiencies - paving the way for a targeted Clean-Up & Catch-Up that restores accuracy, trust, and control in your books. The result is clear, reliable financials that empower confident decision‑making and position your company for growth.
03
COMPLIANCE & CONTROLS
We establish audit and due diligence‑ready safeguards, including role‑based access, approval workflows, clean documentation trails, automation that reduces error, and routine testing that protects margins. The result is a culture of integrity with controls that scale and verify without friction.
04
TECH
We double down on the tools that work and, when systems feel clunky, we recommend smarter options with stronger ROI. Through continuous education on emerging advancements - including the impact of AI on the industry - we ensure your technology is streamlined, future‑ready, and a driver of growth.
05
PROCESS
We take a clear look at how work gets done today, uncover weak spots, and strengthen them with updated SOPs where needed. Then we equip the team with training and confidence so processes become consistent, scalable, and easy for every department to embrace.
Monthly Subscriptions
Short-Term Leadership
There When You Need Us Most
Sometimes companies need immediate, expert financial leadership - without the long hiring cycle. Our short‑term engagements provide the steady hand and strategic clarity that keeps your business moving forward.
Audit Readiness & Due Diligence - Preparing clean, accurate records and audit‑ready controls while leading your team confidently through audits and due diligence for investors, lenders, or acquirers.
Emergency Interim Leadership - Stepping in as acting Controller to keep operations running smoothly during transitions or unexpected departures.
Special Projects - From board‑level reporting packages to expert diagnostics to compliance clean‑ups, we tailor leadership to your urgent needs.
Badge of Financial Integrity
Show the world your books aren’t just clean - they’re fortified. When you complete our diagnostic, you earn a badge that signals trust, transparency, and strategic readiness. Flaunt it on your site, LinkedIn, or pitch deck - because investors, partners, and clients deserve to know you run a tight ship.
Curious about our Full Scope of Services?
We're glad you asked. The transformation we bring centers on three growth catalysts: People, Process, and Profit. Each represents a core area of optimization and service - from strengthening your foundation, to unlocking efficiency, to amplifying results. Together, they create the financial backbone that empowers your business to scale with confidence and clarity.
Which areas hold the most potential for transformation in your business?
Fortifying financial foundations through people, process, & profit.
People
Controller Advisory
Financial oversight & strategy
Payroll Compliance
Wage processing & tax compliance
Education & Training
Financial system and process training
Excel Literacy
Master spreadsheets for tracking & analysis
1099 & W9
Tax forms for contractors
Organizational Chart
Current vs future map of roles and responsibilities
Process
Profit
Reporting & Analytics
Financial reports & insights
Internal Controls
Safeguards for accuracy & fraud prevention
Standard Operating Procedures
Documenting financial workflows
Business Process Improvement
Optimizing financial workflows
QBO Setup
Configuring QuickBooks Online
Bookkeeping
Recording financial transactions
Internal Audit & Review
Evaluating internal financial foundation
Quarterly Tax Filing
Tax prep & submission
Tax-Ready Financial Records
Organizing and documenting throughout the year
External Audit & Due Diligence Readiness
Preparing for audits
Clean-Up & Catch-Up
Organizing past financial records
Financial Diagnostic
Comprehensive evaluation of data integrity & effectiveness
Receivables & Payables
Pulse Check
Identifying cash flow vulnerabilities
Standards & regulations alignment
Industry Compliance
Tech Stack Review
Audit systems, recommend upgrades
Customized Solutions for Your Business
Every business has its own distinct needs and deserves personalized attention. Not ready for a full 5 Pillar Framework subscription, but intrigued by select services? Perfect. Let's work together to craft a solution uniquely aligned to your goals, pace, and priorities.
Here are just a few ways clients partner with us to unlock clarity, control, and meaningful results.
