Senior accounting expertise, without the full-time hire.

When the problem isn't keeping the books but how your accounting works, our CPA-led consultants design the systems, processes and reporting your business has outgrown. Available on retainer or by project.

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What's included

Project and retainer engagements led by a CPA, built around your finance function rather than your transactions.

Accounting system implementation

Selection, setup and migration of QuickBooks or the platform that actually fits your business, done right the first time.

Chart of accounts redesign

A structure built for your industry and decision-making, so your reports finally answer real questions.

Month-end close design

A documented close process with owner sign-off, turning a chaotic scramble into a five-day routine.

Management reporting

Dashboards and monthly reporting packages that tell you margin, cash runway and trends at a glance.

Audit and due diligence readiness

Records, schedules and controls organized before a lender, buyer or auditor starts asking.

Fractional controller oversight

A CPA reviewing your internal bookkeeper's work on retainer, at a fraction of a controller's salary.

How it works

Assessment

A CPA reviews your current systems, processes and reporting, and delivers a written findings memo.

Design and implementation

We fix what the assessment found as a fixed-fee project with clear deliverables and dates.

Retainer oversight

Ongoing monthly review, reporting and advisory so the new system stays sharp as you grow.

Common questions

Straight answers before you commit to anything.

How is this different from bookkeeping?

Bookkeeping records your transactions every month. Accounting consulting designs and fixes the system those transactions run through: your software, close process, controls and reporting. Many clients use both, but they solve different problems.

Is this a project or an ongoing service?

Both. Implementations and cleanups are quoted as fixed-fee projects. Fractional controller and reporting work runs on a monthly retainer. Most engagements start as a project and continue as a retainer.

Who actually does the work?

Engagements are led by a CPA, supported by our accounting team. You get senior review on everything, not a junior with a checklist.

We already have an in-house bookkeeper. Do we still need this?

That's exactly the profile we serve best. Your bookkeeper keeps doing the daily work; we provide the senior oversight, structure and reporting layer a growing business needs.