Getting Started Is
Simple
Whether you need CFO insights in days or a full accounting transition, we make it seamless.
Choose Your Path
Accounting Services
Monthly close, financial statements, AP/AR, reconciliations.
60-90 day transitionAP & Invoicing
Bill pay, customer invoicing, and collections support.
30-60 day transitionCFO / FP&A Services
Strategy, forecasting, board decks, investor relations.
Reports in 1 dayCFO / FP&A Services
Get strategic insights in days, not months
Connect QuickBooks
One-click secure connection. No spreadsheets.
< 1 minWe Analyze
Cash flow, margins, trends, and insights.
AutomatedGet Reports
Full financial package with insights.
1 business dayStrategy Call
Walk through findings and next steps.
Within 5 daysAccounting Services
Seamless transition with zero disruption
Discovery Call
Understand your business, systems, and needs.
Week 1System Access
Connect QuickBooks, bank feeds, and tools.
Week 1-2Parallel Close
We run alongside your current process.
Month 1-2Full Transition
We own the books. You get clean financials.
Month 2-3What's Included
Strategic Add-Ons
Additional support with Fractional CFO and Strategic Partner tiers.
Board Decks
Professional presentations with KPIs and financials.
Fundraising Support
Data room prep and financial modeling.
Strategy Calls
Ongoing advice on growth and financial planning.
Our Commitment
Fast turnaround. Seamless transitions. No compromises.