Accounting
Accounting that helps you run the business, not just file it.
Accrual-basis financial statements, KPI dashboards, and fractional controller oversight — so you can make decisions on numbers you trust.
Why teams trust us
GAAP-aligned reporting, controller-level review on every close, and board-ready financial packages — built around how you actually run the business.
Who this is for
Built for teams that need this dialed in.
Outgrown bookkeeping
You need accrual accounting, real statements, and margin visibility — not just reconciled books.
Preparing for a raise
Investor-ready financials, clean historicals, and a controller in the room for diligence.
Agency owners
Margin by client, channel, and project — not just a single P&L line.
Audit-ready ambition
GAAP-aligned reporting and documentation that holds up in front of a CPA or auditor.
What’s included
Everything in scope, in plain language.
Core accounting
- Accrual-basis accounting
- Monthly financial statements
- Chart of accounts design and maintenance
- Journal entries with documentation
- Fixed-asset tracking and depreciation
- Multi-entity consolidation
Controller-level oversight
- Monthly close review and sign-off
- Variance analysis
- Internal controls
- Audit preparation and CPA coordination
Reporting
- KPI dashboards (revenue, gross margin, CAC, LTV, runway)
- Budget vs. actual
- Cash-flow forecasting
- Class / department / job costing
- Board-ready financial packages
Tools we work in
We meet your stack where it is.
Our process
How it actually runs.
- 1
Discovery · Day 0
A 30-minute call to understand the business, reporting needs, and stakeholders.
- 2
Diagnostic · Days 1–5
Review historical books, statements, and reporting cadence. Scoped proposal back within a week.
- 3
Onboarding · Weeks 1–4
COA refinement, accrual transition (if needed), KPI dashboard build, and integrations.
- 4
First close · Week 5–6
First controller-reviewed monthly close with full statements and KPI report.
- 5
Ongoing · Monthly + quarterly
Monthly close, monthly review call, quarterly business review with finance leadership.
Why us
The objections we hear most — and how we answer them.
“My CPA already does this.”
CPAs file taxes. We run day-to-day accounting, monthly statements, and the KPI dashboards your team actually uses.
“I need a CFO.”
Fractional controller is included; fractional CFO is available as an add-on when strategic work is needed.
“I’m worried about GAAP compliance.”
Controller-reviewed every close, with documented journal entries and a clean trail your auditor will thank you for.
FAQ
Accounting — questions we get
Get in touch
Contact us to talk through your accounting needs.
Tell us where you are and where you’re heading. We’ll come back with a scoped plan.
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