Sound familiar?
The books are behind, and you're not sure they're right.
You don't know which jobs or customers actually make money.
Cash feels tight even when revenue is up.
You can see last month clearly, but not next quarter.
Sales are hard to forecast, so hiring and spending are guesswork.
Your bookkeeper can't answer the questions you're asking.
How we work together
We meet you where you are and take on more as the business grows.
We handle the accounting and finance work your business needs — from getting the books right, to running the function day to day, to leading financial strategy. Start wherever you are today, and the scope grows as the company does.
Get the foundation right
Clean up the books, stabilize cash, establish a timely and reliable monthly close, and produce statements you can actually rely on.
Run the accounting function
Ongoing ownership of the close, job and product costing, reporting that shows where the money is made, and the controls to keep it clean as you scale. Fractional controller support, without the full-time hire.
Modernize systems
Select and implement the right accounting and financial software, connect the tools you already use, and put AI to work on the manual pieces — so the work takes hours instead of days.
Lead the financial strategy
Sales and cash forecasting, budgeting, pricing and margin decisions, banking and bonding relationships, and a seat at the table for the decisions that shape the business. Fractional CFO leadership, scaled to what you need.
As you grow, the execution layer scales with you — we bring in the right resources underneath while continuing to own the financial function.
Who we serve
Construction & contracting
Job costing, WIP schedules, bonding and insurance programs, certificates and subcontractor compliance, draw management, and cash flow in complex operations — expertise most accountants can't offer.
Also serving
SaaS, professional and local service businesses, and partners across CPA and bookkeeping networks.
Why us
You work with the expert
No analyst doing the work, manager reviewing it, and partner you only meet at the pitch. One experienced professional, start to finish.
You pay for expertise, not overhead
No layers to staff, no junior hours to cover, no review markup. Senior-level work at a fraction of what a large firm or a full-time hire costs.
You get answers faster
AI-enabled tools and a purpose-built system, with no internal handoffs — questions get answered in days, not billing cycles.