We do the bookkeeping, then help you use it to run a better business
Full-service bookkeeping, advisory, and fractional CFO services for business owners who are ready to have a partner
Between us, we've seen a lot of books.
We primarily work with construction, engineering, and service-based businesses because we genuinely love their complexity. Our team has deep experience in these industries, and we've built our entire approach around how they operate.
Contractors
If your job costs are out of date, financials don't match what's happening in the field, and cash flow feels tight even when projects look profitable, we fix all of it. We offer accurate job costing, WIP reporting that reflects where your projects stand, and cash flow visibility built around how money moves in a project-based business. You'll always know which jobs are making you money and which ones aren't.
Engineering Firms
You're billing by project but you're not totally sure which ones are actually profitable. Scope creep happens, hours go unbilled, and by the time a project closes you're not sure if you made money or just stayed busy. We track project-level profitability, labor costs, and margins so you always know exactly what your work is worth, and which clients and project types are worth taking on again.
Service-Based Businesses
Revenue is growing but your bank account doesn't reflect it. Owner comp feels inconsistent, you're not sure what you can safely reinvest, and your books are technically done but nobody's helping you understand what they mean. We bring the structure, the visibility, and the financial clarity that growing service businesses need to stop guessing and start making confident decisions.
The further you go in business, the more we do together.
Clean books are non-negotiable. But understanding what those books are telling you? That's where most business owners are leaving money on the table.
Our services are designed to give you all three: accurate books, real clarity, and strategic partnership. Most of our clients layer in advisory or CFO-level strategy from day one, and we'd encourage you to do the same. Each service builds on the last, so the further you go, the more clarity, insight, and confidence you bring to every business decision.
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Bookkeeping & Financial Management
Accurate, consistent, and done on time every month with zero surprises. Included in all packages.
We handle the day-to-day financial operations of your business so you can stop worrying about whether the numbers are right and start focusing on what you do best.
This can also include accounts payable, invoicing and accounts receivable, payroll and benefit administration, sales tax, job costing, and W-9 collection or 1099 filing, all customized to what your business actually needs.
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Advisory Services
Your books tell you what happened. Advisory helps you understand why and what to do about it.
Once your numbers are clean, the next question is: what do they mean? Why is cash tight when business is good? Where are the margins slipping? What does your P&L actually tell you about where your business is headed?
This is where we go beyond bookkeeping and become a real thinking partner. We work with you monthly, walk through your financials and help you connect the dots between your numbers and your decisions.
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Fractional CFO Services
You have accurate numbers and you understand them. Now let's use them to build something.
Fractional CFO services are for business owners who are ready to make big moves and want a strategic financial partner in the room when they do. Should you hire? Expand into a new revenue stream? Drop a service line that's been bleeding you dry? Buy equipment? Open another location?
These are the decisions that shape the trajectory of your business. We bring the financial strategy, the scenario planning, and the hard questions that make sure you're making them with clarity.
Books a little behind?
No judgement, we’ve seen it all!
If your books are messy, behind, or just not quite accurate, we'll clean them up before we do anything else.
Frequently
Asked Questions
Frequently
Asked Questions
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Established businesses that have outgrown what they have. We primarily work with contractors and service-based businesses.
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You can. Bookkeeping is always the foundation. From there, you can add advisory where we walk through your financials and help you understand what your numbers actually mean. When you also choose CFO services, we move into strategic decision-making like budgeting, forecasting, and helping you figure out what to do next.
You can absolutely start with bookkeeping and add on as your needs grow. But honestly? Most of our clients wish they'd started with advisory from day one. We'll help you figure out the right fit when we connect. -
You fill out our contact form, then we’ll send you a detailed intake form to review before we connect. Once we have what we need, we’ll hop on a discovery call to make sure we're the right fit. If we are, we build your custom plan, get you onboarded, clean up anything that needs it, and get to work.
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A few ways. First, you'll have a dedicated bookkeeper and account manager on your account. These will be the same people, every month, who actually know your business. Second, we stay actively involved and flag issues before they become problems. And third, we go beyond accurate books with our advisory and CFO services to help you understand what your financials mean and what to do about them.
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Yes, and we do it before anything else. Almost every new client starts with a clean-up or catch-up project, so we have an accurate foundation to build on. Whether your books are a little behind or a complete mess, we've seen it all (no judgement!), and we'll get everything organized and reconciled before we move into ongoing work.
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Advisory is where we help you understand your numbers. We walk through your numbers in plain English, track your KPIs, give you cash flow visibility, and help you connect the dots between what the numbers say and what's actually happening in your business. CFO services go a layer deeper. That's where we get into budgeting, forecasting, scenario planning, pricing and margin analysis, and strategic decision support.
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Our pricing reflects the complexity of your business, the volume of work, and the expertise our team brings. It is based on the results we deliver, not just hours or tasks, so you are investing in clarity, accuracy, and insights that help your business run better.
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We know you’re busy running your business, so you can call or email us whenever you need. You'll also have a dedicated bookkeeper and account manager, so you always know exactly who to reach out to.
