What We Offer

Ongoing Support Packages

Monthly Financial Services

Optimize expense classification systems and streamline financial administration processes to support strategic business focus and growth initiatives.

What’s Included:

  • Monthly transaction categorization & bank reconciliations

  • Balance Sheet & P&L delivered monthly

  • Year-end ready books for your tax preparer

  • Email support for bookkeeping questions

Financial Management & Analysis

Implement comprehensive job costing analysis and KPI tracking to optimize service profitability and resource allocation for strategic growth.

What’s Included:

  • Everything in Monthly Financial Services

  • Customized monthly reporting & KPI dashboards

  • Budget vs. actual monitoring

  • Cash flow management and projections

  • Quarterly check-in calls to review progress

Strategic Financial Partnership

Strategic guidance from someone managing multi-state operations right now. Turn your numbers into confident growth decisions instead of guessing about your next move.

What’s Included:

  • Everything in Financial Management & Analysis

  • Strategic financial planning & forecasting

  • Monthly strategy calls with leadership

  • Job costing, pricing, and margin analysis

  • Capital planning, funding, and advisory support

One-Time & Add-On Services

Financial System Cleanup

Streamline financial record organization and implement systematic classification processes for accurate reporting and strategic planning.

Inventory Reconciliation

Implement comprehensive inventory analysis and optimization to improve cash flow and operational efficiency.

New Business Formation/Startup Launch

Set up financial systems correctly from day one instead of paying for expensive cleanup later. Everything a founder needs to open the doors: entity selection, EIN & state filing, operating agreement, initial chart-of-accounts design, Xero or QBO setup with bank feeds, and a 90-day cash-flow starter model—so you're funded, legal, and ready to scale.

1099 & Year-End Wrap-Up

Avoid costly penalties and compliance headaches during tax season. Collect W-9s, e-file all 1099s, reconcile contractor expenses, and close your books—audit-ready on January 1.

Software Conversion

Deploy software systems that align with your business operations for improved efficiency and reporting.

Cash-Flow Forecast

Develop comprehensive cash flow projections to support strategic planning and growth initiatives.

Job Costing Audit & SOP

Implement systematic job costing analysis to optimize project profitability and resource allocation.

Sales-Tax Registrations

Ensure compliance and streamline multi-state expansion through systematic sales tax registration. Complete state registrations, nexus analysis, and filing calendar setup to support seamless business growth.

KPI Dashboard Build

Create real-time financial dashboards that support data-driven strategic decision making.