Accounting &
Finance Services

GAAP-compliant bookkeeping, tax, payroll, and CFO advisory for US businesses — all delivered by a dedicated team that operates in your timezone.

15+
Accounting Services
US GAAP
Compliant Reporting
QBO
QuickBooks Native
EST/PST
Timezone Coverage
Core Service

Bookkeeping &
Financial Accounting

We handle every transaction, reconciliation, and journal entry — keeping your books clean, GAAP-compliant, and CPA-ready every single month. Whether you use cloud accounting platforms, Xero, or another platform, our team becomes your dedicated accounting department.

01

Daily Transaction Recording

Every income and expense captured accurately, coded to your chart of accounts.

02

Monthly Bank Reconciliation

Every account reconciled. Every discrepancy caught before it becomes a problem.

03

AP & AR Management

Track what you owe and what you're owed. Aging reports, vendor payments, client invoicing.

cloud accounting platforms
Xero
US GAAP
Bank Reconciliation
General Ledger — December 2024 DATE DESCRIPTION DEBIT CREDIT Dec 01 Client Revenue - Q4 $18,400 Dec 05 Office Rent $2,200 Dec 12 Software Subscriptions $840 Dec 18 Contractor Invoice $5,600 PERIOD TOTALS $18,400 $8,640 Net Income: $9,760
Reporting

Financial Reporting
& Analysis

Monthly P&L, Balance Sheet, and Cash Flow statements that your CPA, investors, and board can rely on. Every report is GAAP-compliant, branded, and delivered on your schedule — never late.

📈

P&L Statement

Accurate income statement reflecting all revenue, COGS, and operating expenses.

🧾

Balance Sheet

Assets, liabilities, and equity — formatted for your CPA or investors.

💵

Cash Flow Statement

Operating, investing, and financing activities tracked monthly.

🎯

Custom KPI Reports

Tailored dashboards showing the metrics that actually matter to your business.

Revenue & Expenses Q4 2024 — Monthly Breakdown Oct Nov Dec Jan Revenue Expenses Net Profit: +18%
Tax Services

Tax Preparation,
Filing & Planning

From 1099 season to year-end close — we handle every US tax obligation so you never miss a deadline.

1099 Preparation

Full 1099-NEC/MISC preparation and filing for all contractors before the January 31 deadline.

1099-NEC1099-MISC

Sales Tax Compliance

Multi-state sales tax calculation, reconciliation, and filing. Nexus analysis included.

Multi-StateNexus Analysis

Corporate Tax Prep

S-Corp, C-Corp, LLC and partnership returns prepared with maximum deduction accuracy.

S-CorpC-CorpLLC

Strategic Tax Planning

Year-round planning to minimize your tax liability — timing strategies, deductions, and entity structure advice.

Year-Round Planning

Year-End Close Support

Full year-end closing: reconciliations, adjusting entries, and clean books ready for your CPA or auditor.

Year-End Close

IRS Notice Response

We support you in responding to IRS or state tax notices with accurate documentation and records.

IRS Support
Payroll & Operations

Payroll, AP & AR Management

Keep your team paid, your vendors happy, and your cash flow healthy — every month, without fail.

Payroll

Full-Cycle Payroll Processing

Employee and contractor payroll — W-2s, payroll taxes, direct deposits. Integrated with Gusto, ADP, or your existing system.

GustoADPW-2 / W-9
AR

Accounts Receivable Management

Invoice creation, payment tracking, aging reports, and collections follow-up — ensuring you get paid on time.

Invoice TrackingAging Reports
AP

Accounts Payable Management

Vendor invoice processing, approval workflows, payment scheduling — keeping your vendor relationships in good standing.

Vendor PaymentsBill.com
Cash Flow

Cash Flow Management

Weekly cash position reports, 13-week cash flow forecasts, and working capital optimization recommendations.

13-Week ForecastWorking Capital
CFO Advisory

Fractional CFO &
Strategic Advisory

Get the financial leadership of a world-class CFO — at a fraction of the cost. We become your strategic partner, helping you raise capital, manage growth, and make decisions with confidence.

Financial Modelling & Forecasting
3-statement models, scenario analysis, and investor-ready projections.
Investor & Board Reporting
Clear, professional reports that give investors and boards confidence.
Growth & Fundraising Strategy
Pitch deck financials, cap table modelling, and fundraising preparation.
KPI Dashboard & Business Health Audits
Custom KPI tracking and periodic business health reviews.
Book a CFO Discovery Call
60%
Cost vs Full-Time CFO
$0
Discovery Call Cost
Series A
Fundraise Support Available
We've helped clients close funding rounds with investor-ready financials.
Get Started

Clean books. Smart strategy.
One team.

Book a free 30-minute Teams call and let's see exactly how we can help your business.