Bookkeeping, monthly financial statements, tax prep support for individuals, sole proprietors and businesses.

• Account Reconciliation

• Income & Expense Tracking

• Accounts Payable

• Accounts Receivable

• Cash Flow Tracking

• Custom Financial Reporting

• Payroll Entry / 1099 Processing

• Complex Multi-State / Multi-Entity workflow support

• Budget Building & Monitoring

• Tax Prep

• And more

Developing financial plans and setting targets for the organization.

Key Performance Indicators (KPIs) are the metrics that show if your business is on track. They turn data into insight, helping you measure success, spot trends, and make informed decisions. We help you choose and track the KPIs that truly impact your growth—so you can lead with clarity and confidence.

FP&A is a crucial business function focused on supporting strategic decision-making through forecasting, budgeting, and financial analysis. We use financial and operational data to help companies understand their current performance, predict future outcomes, and make informed choices about resource allocation and business strategies.

FP&A is not just about crunching numbers; it’s about using financial information to guide business decisions and drive profitability.

Creating simulations to analyze the potential impact of different scenarios.

Predicting future financial performance (revenue, expenses, profits, cash flow)

Evaluating actual results against plans and forecasts to identify areas for improvement.

Providing financial insights to support long-term strategic goals and initiatives.

Hourly & Project Based Pricing. Special projects are billed at an hourly rate depending on project complexity and/or transaction volume.

Examples of special projects may include: One-Time clean-up or set up, annual review & strategy sessions.