Services

Bookkeeping-led finance operations with controller-level reporting — built to help you see cash, protect margin, and scale with confidence.

High-Impact

Virtual Controller

Monthly close ownership + decision-ready reporting: reconciliations, accruals, review notes, and executive summaries — delivered on a predictable cadence.

Close checklist + reconciliations
Management pack + KPIs
Variance & margin commentary

Clarity

Cash Flow Forecasting

Forward-looking visibility so you know when cash gets tight — and what to do before it does.

13-week cash forecast
Working capital levers
Scenario planning

Control

SOX & Controls Discipline

Processes and controls borrowed from enterprise environments — adapted for SMEs so the books stay clean and defensible.

Close discipline + audit trail
Approval workflows
Policy + process documentation

Foundation

Bookkeeping & Monthly Close

Accurate coding, clean reconciliations, and financial hygiene so your tax pro (or CPA) can file efficiently.

Insight

Dashboards & Reporting

High-definition KPI visibility using tools like Fathom/Syft style reporting — built on clean source data.

Stack

Systems Setup & Automation

Xero / QuickBooks migrations, bank rules, invoice capture, A/P workflows, and integrations — implemented cleanly and documented.

Want to see what "Stripe-level" reporting looks like?

Book a short call and we’ll walk through a sample reporting pack and how it plugs into your monthly close.

See a Sample Dashboard

How We Engage

A clear, repeatable process — so you always know what’s happening and what’s next.

Phase 1

Deep Integration (Month 1)

We connect your stack, clean up inconsistencies, and establish a reliable Day 1 baseline.

Xero + document workflow configured
Bank feeds + posting rules
Opening balances and reporting baseline confirmed

Phase 2

The Monthly Rhythm

Month-end close discipline so your numbers are always ready.

Reconciliations + close checklist
A/P & A/R hygiene
Monthly financial packet

Phase 3

The CFO Review (Optional)

A structured review call to spot margin leakage, prioritize actions, and plan cash runway.

Syft/Fathom dashboard review
30-day priorities
Cash outlook

See Your Business in High-Definition

Dashboards and reporting that show you what matters — not just a basic P&L.

Cash Flow Visibility

See when cash will be tight — and when you have room to invest or hire.

Profitability by Job / Project

For construction and trades: understand which jobs are profitable and where costs are leaking.

KPI Tracking

Track the metrics that drive your business — updated monthly with clean source data.

Want to see a sample dashboard?

We’ll walk you through a demo on a short call. You’ll see what “decision-ready” reporting looks like.

See a Sample Dashboard

Industries We Know Best

We speak the language of your business — and build reporting around the drivers that matter.

Construction & Trades

Key pain: “Am I actually making a profit on this job?”

Job costing support, margin tracking, and subcontractor payment visibility.

Technology & Startups

Key pain: “How long can we operate before we need to raise or cut?”

Runway visibility, burn tracking, and investor-ready reporting cadence.

E-commerce

Key pain: “Sales look strong — why does cash feel tight?”

Shopify reconciliation support, fee visibility, and margin insights.

Note: We focus on bookkeeping, financial operations, reporting, and practical automation. We keep your books and reporting clean so your tax professional can file accurately and efficiently.