Currently accepting new clients for this quarter

What we do

The pillars of financial operations

Every engagement is built from the same disciplined foundation: clean books, defensible tax positions, and reporting your lenders and investors will trust.

01

Professional Bookkeeping & Cleanup

Comprehensive monthly categorization, bank reconciliations, chart of accounts optimization, and full catch-up services for disorganized books. QBO & Xero certified.

QuickBooks OnlineXeroBank ReconciliationCleanup Projects
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02

Tax Strategy & Preparation

Federal tax returns prepared for all entity types, with strategic year-round planning to legally minimize tax liability. We partner with licensed CPAs for review and filing sign-off.

1040 / Schedule C1065 Partnerships1120 C-Corps1120 -S Corps
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03

Custom Financial Intelligence Apps

Python-powered dashboards, advanced Excel models, cash flow tracking systems, payment analytics portals, and reconciliation tools built for your specific business needs.

Python / StreamlitAdvanced ExcelCash Flow AnalyticsCustom Dashboards
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04

Financial Modelling & Forecasting

Investor-grade 3-statement models, rolling cash flow forecasts, scenario and sensitivity analysis, and revenue projections - built in Excel or Python and ready for lenders, investors, or your next board meeting.

3-Statement ModelsCash Flow ForecastingScenario AnalysisInvestor-Ready Projections
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05

Financial Analysis & Reporting

Ratio and trend analysis, KPI dashboards, budget-vs-actual variance reviews, and clear monthly management reports - so you always know exactly how your business is performing and why.

Ratio & Trend AnalysisKPI DashboardsBudget vs ActualsManagement Reporting
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06

Due Diligence & Quality of Earnings

Underwriter-grade rigor before you sign the LOI or loan agreement - adjusted EBITDA and QOE reporting, net working capital peg analysis, customer concentration review, and debt capacity with DSCR modelling, so you know exactly what you are buying or borrowing against.

Adjusted EBITDA & QOE ReportWorking Capital PegCustomer ConcentrationDSCR Modelling
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07

Executive Support & Operations

Email management, calendar coordination, client follow-up systems, CRM maintenance - keeping your communications organized so you can focus on strategic decisions.

Gmail / OutlookCalendar ManagementCRM SystemsClient Communications
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08

Digital Presence & Thought Leadership

LinkedIn content strategy, financial education content, client success storytelling, and consistent professional presence - positioning you as a trusted industry leader.

LinkedIn StrategyContent DevelopmentProfessional BrandingThought Leadership
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Proof of work

Recent client outcome

CONSTRUCTION � MULTI-PROJECT CONTRACTOR

Twelve Projects, One Bank Account - Now Every Job Shows Its True Profit

A general contractor running twelve active projects booked everything into a single income line - no way to tell which jobs made money and which quietly lost it. We rebuilt their books around job costing: project-level revenue, labor, materials, and subcontractor tracking, plus a monthly per-project P&L and work-in-progress schedule. Within two reporting cycles, two underpriced jobs were identified and repriced, and every new bid is now backed by true historical cost data.

12Projects With Individual P&Ls
2 JobsRepriced After True-Cost Review

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Investment

Transparent, service-based pricing

Pay only for the services you need — remote delivery keeps every rate well below US in-house cost.

Tax Strategy & Preparation

From $449/return

Federal returns for every entity type, planned year-round and reviewed by licensed CPA partners.

  • 1040 / Sch C, 1065, 1120-S, 1120
  • Year-round tax planning
  • CPA review & filing sign-off
  • S-Corp election support
  • Quarterly estimated tax schedule
Get a tax quote

Financial Analysis & Reporting

$349/mo

Know exactly how your business is performing, and why - every single month.

  • Monthly management report pack
  • KPI dashboard
  • Budget vs actual variance review
  • Ratio & trend analysis
  • Quarterly review call
See my numbers clearly

Digital Presence & Thought Leadership

$299/mo

Consistent, professional LinkedIn presence that positions you as the expert you are.

  • 15 LinkedIn posts per month
  • Content calendar & strategy
  • Profile optimization
  • Engagement management
  • Monthly performance recap
Grow my presence

Ready to see your finances clearly?

Book a free 30-minute discovery call. We'll review where your books stand today and outline exactly what we'd fix first — no commitment required.

Book a free consultation →