Every engagement is scoped to what your business actually needs. No bloated retainers, no junior staff learning on your dime.
High-impact financial services that give you clarity, keep you compliant, and free you to run your business.
Monthly and quarterly reporting packages with P&L, balance sheet, cash flow statements, and variance analysis. Clear numbers, delivered on time, with context that actually helps you make decisions.
Full close process management — reconciliations, accruals, journal entries, and review. I own the timeline and deliver clean, closed books you can trust.
Rolling cash flow forecasts, scenario modeling, and weekly cash position reporting. Know exactly where you stand and what's coming — no surprises.
Regulatory compliance management for complex and regulated industries. License applications, renewals, reporting requirements, and audit preparation — stay ahead of the regulators, not behind them.
Payroll processing, tax withholding compliance, benefits administration oversight, and contractor classification. Accurate, on time, and properly documented.
Chart of accounts design, QBO configuration, workflow implementation, and ongoing bookkeeping quality control. Build it right once so it doesn't break at scale.
Liaison between your business and your CPA or tax preparer. Quarterly estimated tax calculations, year-end workpaper preparation, and proactive tax planning support.
Strategic financial guidance for businesses at inflection points — fundraising preparation, growth planning, scenario analysis, and board-level reporting. CFO thinking, without the CFO salary.
Too complex for a bookkeeper. Too lean for a full-time Controller. That's where I come in.
Cannabis operators, hemp processors, and other businesses navigating complex licensing and compliance requirements at the state and local level.
Businesses that have outgrown their bookkeeper or DIY accounting but aren't ready to hire a $150K+ Controller or CFO.
Founders who are tired of making financial decisions based on gut feel and bank balances. You want real numbers and someone who can explain them.