Accounting & finance operations for growing companies
Put a CFO, a senior accountant, and an AI expert on your team.
We do your books, automate everything that feeds them, and build reporting around the questions you actually ask.
Why people call us
Usually, something just changed.
- Your controller or VP of Finance just quit.
- An investor, lender, or buyer wants real financials.
- Your CPA is retiring.
- Your bookkeeper left — or was never quite right.
- The business changed hands, and the new owner wants to run it differently.
- Taxes turned into a cleanup project.
- You’ve been doing it yourself, and you can’t anymore.
- The firm you have does the books, and nothing else.
If you’re in the middle of one of these right now, take a breath. We’ve walked into this exact situation many times. We take over what’s urgent right away — the bills, the payroll, the questions that can’t wait — so nothing slips while we get our footing. Then we fix what’s underneath, so this is the last time it feels like this.
You don’t need to get organized first. Send us what you have; sorting it out is our job.
What we take off your plate
The whole back office, end to end.
Bookkeeping & Monthly Close
GAAP-compliant books closed on an orchestrated monthly pipeline — every recurring adjustment scripted, every close finished with independent reviews of the P&L and balance sheet.
Reporting & CFO Support
A financial package built around the questions you actually ask — how much will we make this year, where is the margin, what changed — kept current in Undeferred Insights, our custom-built reporting platform, instead of rebuilt every quarter.
AR & Revenue Operations
Invoicing, payment application, collections follow-up, and revenue recognition that books revenue to the right period automatically.
Payroll & Bill Pay
Employees and vendors paid on time, every time — payroll runs, reconciliations, and bill-pay pipelines with real controls behind them.
Tax & CPA Coordination
Sales tax, excise filings, 1099s, and everything your CPA needs handed over on a silver platter. Their questions come to us. You sign the return.
Audit, Lender & Diligence Support
We’ve carried a company through a Big Four audit and supported clients through IRS examinations and insurance audits — schedules, reconciliations, and answers that hold up under scrutiny.
What makes us different
A bookkeeper does the books. We fix what’s underneath them.
Most firms categorize transactions and stop there — which leaves you trapped in whatever process you had before you hired them. We can’t help ourselves: when the information feeding the books is handled badly, we go down to that layer and fix it, with automation, APIs, and twenty years of operations experience.
A recruiting firm
Before
Invoices tracked in a disconnected Excel sheet. Charts nobody trusted. An operations person spending her day updating it by hand — because that’s what it took to know how the company was doing against its goals.
After
We took ownership of the sheet, rebuilt it, and wired it into the accounting system with daily automation. Invoices now go out, get chased, and get recorded without a person touching them, and the sales team always sees current numbers. The ops person went back to selling.
A charter aviation operator
Before
Every trip and every related transaction typed into a CRM by hand, every day. Constant inconsistencies — and books that couldn’t reconcile against records that were never quite right.
After
We built direct API connections to the flight system the sales team already lives in, and now own the entire sync between it, the books, and the audit workspace. About ten hours a week came off the admin’s plate; she now helps sell trips.
Our best engagements have a point person on your team — an office manager, an ops lead, a controller — who suddenly has a finance team behind them. The work they used to do by hand disappears, and they get superpowers instead.See how it works →
Undeferred Insights
Reporting that answers your question — and learns the next one.
We tried every reporting tool on the market. None of them could show an owner what they actually wanted to see, so we built our own. Every client thinks about their business differently; Insights is shaped to yours — margin by season, profit by trip, earnings against goal.
And because it’s ours, it keeps getting better. Every question you ask on a monthly call becomes a view that’s already there on the next one.
Your CPA
Your CPA stays. Their job gets easy.
We don’t replace the person who files your return. We make them the easiest client they have: every schedule, reconciliation, and answer handed over ready to use. Their questions come to us, not to you. The only thing you touch is the signature.