Bookkeeping
Monthly closes, reconciliations, and clean categorization, so your reports mean something when you open them.
What we do, broken into two practices.
Accounting keeps the record straight. Advisory decides what to do about it. Every client starts on the accounting side. Advisory follows once the books give us a reason to raise something.
The Accounting Practice
The record. Where every engagement begins.
Payroll
End-to-end processing, on-time pay runs, and filings that stay compliant across federal, state, and local requirements.
Tax
Preparation and year-round planning. We look for the deductions before the year closes, not after.
The Advisory Practice
The read. What the record is actually telling you.
Cash Flow
Forecasting and working capital visibility, so a tight month is something you saw coming rather than something you discovered.
Pricing & Unit Economics
What each item, ticket, or load actually costs you to deliver, and whether the price you charge for it clears that number.
Performance Reporting
The handful of measures that move your bottom line, tracked monthly and read against the months before them.
Fractional CFO
Budget builds, variance analysis, and a standing seat in your leadership conversations. CFO thinking without the CFO salary.
Clean books are where advisory starts.
Most firms sell advisory cold, to owners who have no reason to believe them yet. We don't have to. By the time we raise a problem, we've already been reading the numbers that surfaced it.
Labor drifts to 34%. Food cost climbs two points. One location lags the others. Nobody had to go looking. The books already showed it. Advisory picks it up from there: scheduling, workflow, pricing, throughput, whatever the number is pointing at.
Is it time to outsource?
An honest read, including the part where the answer is no. We would rather say so now than take on work that will not pay you back.
A good fit if you
- Run more than one location, truck, or department, and cannot say which one is carrying the others
- Find out a month went badly several weeks after it did
- Have someone closing your books, but nobody reading them back to you
- Run payroll across multiple states, or for a mostly hourly crew
- Price off instinct rather than off what a ticket, unit, or load actually costs to deliver
- Are weighing a fourth location, a fifth truck, or a new line, and want to know whether the numbers carry it
- Only hear from your accountant in the spring
Probably not yet if you
- Are pre-revenue, or a single owner-operator with no payroll. Bookkeeping software and an annual preparer will cost you far less
- Already close on time and get a monthly read you trust. You do not need a second opinion you are paying for
- Need an audit, a review, or a compilation for a lender or investor. We do not perform attestation work, and you should engage a firm that does
- Need someone physically in your office. We work remotely, nationwide, by design
- Are shopping for the cheapest possible tax filing. That is not what this is
What it costs.
Published, because you should not have to book a call to find out whether you can afford us.
Foundation
The Accounting Practice From$1,000/mo
Single-location operators getting the record straight.
- Monthly bookkeeping and close
- Bank and card reconciliation
- Monthly P&L and balance sheet
- Annual tax preparation
- Email support
Both practices
Counsel
Where the two practices meet From$2,000/mo
Multi-location or multi-department operators who need a read, not just a report.
- Everything in Foundation
- Full-service payroll
- Per-location or per-department reporting
- Quarterly advisory review
- Year-round tax planning
- Performance reporting
Principal
Advisory, on an accounting foundationCustom
Operations that need a finance function, not a bookkeeper.
- Everything in Counsel
- Fractional CFO engagement
- Cash flow forecasting and modelling
- Budget build and variance reporting
- Monthly leadership review
- Priority access
What changes the number: entities, locations, monthly transaction volume, payroll headcount, and how many states you run in.