Services Tailored to Your Business

Accounting, Fractional CFO, Payroll, Compliance, and Operational Support

Practical financial and operational support for business owners who want clarity, structure, and reliable guidance. Services are designed to scale with your business and work alongside your internal team and trusted advisors.

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Fractional CFO & Financial Advisory

Strategic fractional CFO services and financial advisory support for businesses that need experienced leadership without a full-time CFO. Ideal for growing companies, complex organizations, or owners who want clearer financial direction.

Fractional CFO and advisory support includes:

  • Cash flow planning and forecasting

  • Budgeting and financial planning

  • Monthly, quarterly, and annual financial reporting

  • Financial analysis to support business decisions

  • Oversight of accounting functions and internal controls

  • Lender, banker, and investor communication support

  • Advisory services tailored to your industry and stage of business

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Payroll & Compliance Support

Reliable payroll and compliance support that reduces administrative burden and helps minimize risk as your business and team grow.

Payroll and compliance services include:

  • Payroll system setup and provider coordination

  • Payroll processing oversight and accuracy reviews

  • Payroll tax filings and payment coordination

  • New hire and contractor setup support

  • Benefits and deductions coordination

  • Assistance responding to payroll or compliance notices

  • Year-end payroll reporting (W-2s and 1099s)

  • Coordination with HR, tax, and external advisors

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Business Setup & Operational Support

Practical business setup and operational support for new and growing companies, or businesses refining their internal systems.

Business setup and operations support includes:

  • New business formation and administrative support

  • Entity structure guidance and registration coordination

  • EIN, payroll, federal, state, and local tax registration support

  • Accounting system implementation and setup

  • Chart of accounts setup and customization

  • Coordination with legal, tax, and advisory partners

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Accounting & Financial Oversight

Ongoing accounting and financial oversight services that keep your books accurate, organized, and decision-ready. Designed for business owners who want confidence in their financials without managing the details themselves.

Accounting support includes:

  • Monthly accounting oversight and review

  • General ledger review and account reconciliations

  • Month-end close support

  • Financial statement preparation and reporting

  • Identification and resolution of accounting issues

  • Cleanup and catch-up accounting services, as needed

  • Chart of accounts review and optimization

  • Coordination with tax professionals and external advisors

  • Support for audit, review, or lender requests

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Specialized Advisory Support

Targeted financial and operational advisory services for businesses with unique structures, seasonal revenue, or specialized needs. Engagements are flexible and shaped around specific challenges.

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Additional & Project-Based Accounting Services

Short-term or supplemental accounting and financial services to support specific needs or clean-up work.

Project-based services include:

  • Sales and use tax filings

  • Personal property tax declarations

  • Periodic or custom financial reports

  • Accounting cleanup and catch-up projects

  • Accounts payable (AP) and accounts receivable (AR) support

  • Accounting and financial process training

Not sure which services fit your needs? Support is often a combination of services, shaped around what’s most helpful right now. Feel free to contact me and we can walk through your specific needs.

Contact Me