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Our Offerings

A comprehensive financial stack.

Everything you need to run a tight ship, impress investors, and stay compliant — from scaling startups to mid-market enterprises.

01 — Fractional CFO

Executive-grade strategy, without the executive payroll.

Forward-looking strategic advisory from seasoned operators. We help you extend runway, optimize pricing, and prepare for your next board meeting — as a true extension of your leadership team.

  • Advanced cash flow forecasting & scenario planning
  • Runway models and burn-rate optimization
  • Board decks and investor-ready financial packages
  • Pricing strategy and departmental budget design
  • Due-diligence and capital-raise preparation
cfo · runway-model
SCENARIO Base case — 21.4 months runway SCENARIO Hiring plan B — 17.8 months SCENARIO Price +8% — 26.1 months FLAG vendor spend up 12% QoQ — review scheduled NEXT board package drafts Friday
02 — Accounting

Books that tie out. Every time.

Comprehensive financial tracking, precise monthly close, and meticulous ledger maintenance — powered by AI, verified by expert U.S.-based CPAs.

  • Comprehensive monthly close & financial statements
  • Accounts Payable & Receivable management
  • Job cost accounting & multidimensional project profitability
  • Payroll processing & contractor compliance
  • Audit-ready data categorization & reconciliation
close · month-end
RECON operating · payroll · reserve — ✓ matched AP/AR 34 invoices processed, 0 overdue > 30d JOBS project margins updated across 6 cost centers CPA 4 exceptions reviewed & approved CLOSE ✓ statements delivered
03 — BPO Services

Operational leverage, on demand.

Business process outsourcing for operational efficiency. We source and manage top-tier offshore knowledge workers who run your daily processes — trained on your workflows, overseen by our team.

  • Daily transaction processing & data entry
  • Vendor management and invoice workflows
  • Document collection, filing, and organization
  • Process documentation and continuous improvement
  • Fully managed — one point of accountability
04 — Tax Services

Compliance handled. Proactively.

Yearly tax preparation and planning. We handle the complexities of regulatory compliance so you can focus on growing your business — and never miss a deadline again.

  • Yearly corporate tax preparation & filing
  • R&D credit identification & optimization
  • Multi-state tax complexity management
  • Local regulatory requirements, tracked proactively
  • Year-round planning — not just an April scramble
tax · compliance-calendar
FED corporate filing — ✓ prepared, 32 days early R&D credit study — qualified activity identified STATE CA · DE · TX obligations tracked ALERT new local requirement — handled STATUS ✓ zero missed deadlines
Next step

Ready to upgrade your finance stack?

Stop worrying about your books and start focusing on growth. Let our experts and AI handle the rest.

Book a Consultation