Six practice areas, two ways to engage. Most clients work with us either on a defined-scope project basis or a steady monthly retainer — fixed quotes, no hourly meter.
Year-round planning that thinks ahead of the filing. Entity structure, distribution timing, multi-state exposure, owner compensation, and the small decisions that compound over five and ten-year horizons.
Owner-operated businesses generating $1M–$50M in revenue, partnerships and S-corps with multiple owners, and families running operating companies who want strategy, not just compliance.
Annual retainer covering planning, projections, and return preparation. Standalone project engagements for entity restructuring or one-time planning events (sale, succession, expansion).
Clean books, on time, every month. Reconciliations that hold up under scrutiny, general-ledger hygiene you can trust, and management reports that finally make sense to the people running the business.
Businesses that have outgrown a part-time bookkeeper but don't yet need a full controller. Owner-operators who want a real monthly close instead of a year-end cleanup.
Monthly retainer scoped to transaction volume and complexity. Onboarding includes a full GL review and any cleanup work needed before recurring service begins.
Senior financial leadership on a fractional basis. Cash forecasting, pricing analysis, KPI design, board-ready financials, and a steady hand in the room when decisions get expensive.
Companies in the $5M–$50M revenue range that have a competent bookkeeper or controller but need senior-level strategic finance — without the salary and equity load of a full-time CFO.
Monthly retainer with a defined cadence: weekly check-ins, monthly close review, quarterly strategic review. Engagement scope adjusts as the business matures.
If your bank, your investors, or your buyer is asking for clean financials, we'll get the records ready, work the auditor list, and stand in front of the questions so you don't have to.
Businesses preparing for a first audit, a transition audit between firms, a lender-required review, or a sale-process quality-of-earnings engagement.
Fixed-fee project engagement scoped to the audit scope, typical timeline 8–14 weeks. We work as an extension of your finance team, not as a separate vendor.
Sell-side prep, buy-side diligence, quality-of-earnings reads, working-capital negotiation. The financial work that separates a deal that closes from one that drags on for nine months.
Owner-operators preparing to sell, family transitions, partner buyouts, and acquirers evaluating a target. Deal sizes from $5M to $100M in enterprise value.
Project-based with milestones tied to LOI, diligence, and close. We typically come in 6–12 months before a process begins, but can also support active deals on short notice.
For the questions that don't fit a service line. Succession planning, partner buyouts, family-business transitions, and the boardroom conversations that need a calm, unconflicted voice.
Owners and boards facing decisions where the right answer needs more than a spreadsheet. Often a one-time engagement; sometimes the start of a longer relationship.
Defined-scope project engagements, fixed-fee, with a clear written deliverable. We don't take ongoing retainers for advisory unless it's paired with another service line.
Most first conversations start before the service line is decided. Tell us what you're working on — we'll point you at the right shape of engagement, or honestly tell you when it isn't us.
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