From day-to-day bookkeeping to high-level financial strategy, we provide the right level of support at every stage of your organization's growth.
Bookkeeping & Accounting
Accurate, organized records that keep your books current and audit-ready.
-Transaction recording & categorization
-Bank & credit card reconciliations
-General ledger maintenance
-Accounts payable & receivable support
Monthly Financial Reporting
Timely, readable reports that give leadership a clear picture of financial health.
-Profit & loss statement
-Balance sheet
-Cash flow summary
-Budget vs. Actual analysis
Fractional CFO Services
Strategic financial leadership - without the cost of a full-time hire.
-Financial strategy & planning
-Cash flow forecasting
-KPI development
-Board-level financial reporting
-Process improvement
Budgeting & Forecasting
Financial plans that support growth, sustainability, and informed decision-making.
-Annual budget development
-Rolling forecasts
-Scenario analysis
-Long-range financial planning
Non-profit Financial Management
Specialized support for mission-driven organizations with complex compliance needs.
-Grant tracking & reporting
-Compliance monitoring
-Audit preparation
-Fund accounting
-Board financial reporting
Internal Controls & Compliance
Strengthen financial processes and reduce risk through sound, documented controls.
-Policy & procedure development
-Segregation of duties review
-Risk assessment
-Year-end CPA coordination