Your Finance Department, Without the Headcount

For owner-managed and family businesses: one senior team that keeps the books pristine, plans the taxes, builds the controls and gives you numbers you can act on - at a fixed monthly fee.

The full-stack alternative to hiring a finance team

Most owner-managed businesses sit in an awkward gap: too complex for a part-time bookkeeper, too small to justify a controller, a staff accountant and a CFO. The result is familiar - books that lag, taxes handled reactively in April, and decisions made on gut feel because the numbers arrive too late to matter.

We close that gap by acting as your finance department. One senior team owns the whole chain: transaction-level bookkeeping, monthly close, management reporting, year-round tax planning, and the internal controls that let you step back from approving every invoice yourself.

What’s included

The monthly engine

Bookkeeping and close: reconciliations, accruals and clean monthly financials, every month
Management reporting: margins, cash and trends explained in plain language - what the numbers mean, not just what they are
Systems: QuickBooks Online, Xero, Sage Intacct or NetSuite, configured properly

Tax, planned - not endured

Entity and owner returns together: business and personal tax planned as one picture, because for owners they are one picture
Multi-state compliance: nexus, apportionment and filings as you grow across state lines
Owner strategy: compensation structure, distributions and retirement planning coordinated with the entity’s tax position

Succession-grade discipline

Internal controls: approval workflows and segregation of duties sized for a family business - protection without bureaucracy
Clean records for transitions: books that stand up to a lender, a buyer or the next generation
Audit and diligence readiness: when the bank or a buyer asks, you are ready in days, not months

Start with a free self-check

Start with a free self-check - the same diagnostics we run in a first meeting:

Business financial health self-check - a quick vital-signs review of your finance function
Bookkeeping cleanup self-check - how much cleanup do the books actually need?
Cash flow self-check - is cash timing quietly squeezing the business?

Frequently Asked Questions

We already have a bookkeeper. Where do you fit?

Two ways: either we take the whole function over, or we sit above your bookkeeper as the review, close, tax and advisory layer. Many clients keep their in-house person for daily entry while we own accuracy, reporting and tax.

Will we work with the same person every time?

Yes - that is the point of the firm. The senior professional who scopes your engagement is the one who does the work and answers the phone. No leverage pyramid, no re-explaining your business every quarter.

What does a typical engagement cost?

Packages start at $295/month for foundational bookkeeping and scale with volume and scope - most full finance-department engagements land in our Growth tier at $895/month. Always fixed, always scoped in writing first.

Run the business. We’ll run the numbers.

One senior team for bookkeeping, tax and controls - fixed monthly fee, fully remote.

Get a fixed-fee quote