You need more than just bookkeeping, you need financial insights to maximize your company’s financial potential at the fraction of the cost of a full-time hire.

We’ve designed our process to provide you with an experienced Accountant or Controller who works with you to help guide your business to success. Depending on your needs, complexity, growth stage and size, we have two services to meet your goals.

Staff Accountant Services

Recommended for more complex companies under 25 employees who need enhanced financial tracking and accounting beyond debits and credits. We’re experts in laying a solid financial foundation to help your business accelerate.

  • All bookkeeping tasks

  • Accounts Payable and Receivables

  • Expense Reports

  • Billing and Invoicing

  • Advanced management reports

  • Sales tax and annual report compliance

  • Any other a-la-carte service of your choosing

Controller Services

Recommended for any size growing company that now needs professional financial advice, at the fraction of the cost of a full-time Controller. If you’re ready to scale, this kind of financial service is a critical component of your future growth.

  • All the Staff Accountant Services

  • Cash management and basic treasury transactions

  • Forecasting and Planning

  • Financial dashboards and company-wide KPI’s

  • Fixed Asset tracking

  • Revenue recognition accounting

  • Audit Support & Preparation

Let’s get started