Fractional Experts for
your next inflection point
The "work" that makes everything work.
You may not think of these as services but things that simply need to get done. The things that make your business run. That's how we think about them too.
Discovery & Scoping
A service title only tells part of the story. The right match depends on the context behind the work: how money moves, how reports are built, how processes are documented, how teams are managed.
Business goals
Current systems and tools
Reporting gaps
Bookkeeping status
Upcoming or urgent deadlines
Cash flow pressure points
Compliance needs
Transaction categorization
Bank and credit card reconciliations
Payroll entries
Monthly close support
AP and AR review
Loan and credit card activity
Fixed asset review
Financial statement preparation
Revenue and COGS review
Deferred revenue tracking
Expense review and cleanup
Accruals and prepaid expenses
Bookkeeping & Month
end close
A bookkeeper needs to understand how money moves through the business before the books can close.
Catch-Up and Cleanup
Cleanup starts with knowing what is missing, what is wrong, and what needs to be fixed.
Months to years of catch-up
Chart of accounts cleanup
Duplicate transaction review
Payroll entry cleanup
AP and AR cleanup
Loan and liability review
Prior period reporting fixes
Lender prep
Diligence work
Historical bank and credit card reconciliations
Month end close oversight
Chart of accounts restructuring
Financial statement review
Balance sheet review
AP and AR oversight
Margin and profitability reporting
Quality control
Multi-entity reporting
Close optimization
Internal reporting processes
Accounting policy support
Controllership
A controller oversees and optimizes the entire accounting process.
CFO and Strategic Finance
A CFO needs the right data to produce accurate forecasts, help manage cash and make strategic decisions.
Forecasting and budgeting
13-week cash flow models
Cash flow planning
Strategic advisory
KPI dashboards
Pricing and margin analysis
Hiring and headcount planning
Scenario planning
Lender reporting
Investor reporting
Fundraising preparation
Debt support
Profitability analysis
Bill payment scheduling
Invoice intake
Approval workflows
Vendor records
AP aging reports
Platform implementation
Expense classification
Payment documentation
Bill coding
Cash planning around upcoming bills
Accounts Payable
AP is more than paying bills. It is knowing what is owed, what is approved, and what needs to be paid next.
Accounts Receivable
AR connects revenue to cash by making sure invoices go out, payments are tracked, and collections occur.
Invoice creation
Payment tracking
AR aging reports
Collections
Payment application
Deposit matching
Receipt tracking
Customer statement support
AR cleanup
Employee handbooks
Onboarding workflows
HR audits
Offboarding workflows
Employee file organization
Offer letters
Policy documentation
Compliance checklists
Benefits administration support
Payroll coordination
Contractor classification support
Performance processes
Manager guidance
Employee records and documentation
HR & People
HR is building the onboarding, offboarding, handbooks, policies, records, and procedures that protect you.
Tax preparation & Filing
Tax prep starts with clean records, organized documents, and support to file at the federal, state, and local level.
Year-end planning
Estimated tax planning
R&D Credit
Entity optimization
Owner compensation planning
Contractor classification review
Deduction review
Sales tax coordination
Multi state tax considerations
State and federal filing
1099 preparation
Business registrations
Annual report filings
Notice review
Compliance deadline tracking
Payroll tax coordination
State filing follow up
Entity status cleanup
Documentation gathering
Response coordination
Compliance Support
Compliance support means knowing what is due, what was missed, and what needs a response.
Industries we support
Built around how your business actually runs.
A restaurant does not run like an ecommerce brand. A franchise uses different tools than an agency. We match for industry fit, systems, and overall operating rhythm -- not just service category.
Which owner are you right now?
Everyone is dealing with something. Different versions of the same question.
The one growing so fast you can't keep up.
The one who's not sure where to look next.
The one who needs help with processes.
The one planning for the future.
The one who always feels like they're chasing something.
The one growingso fast you can't keep up.
How to get started
The outcome is a clear game plan, not a generic package.
You may not know the answer, and that’s okay. Tell us what’s happening in the business today -- we’ll ask the right questions, understand what you actually need, and turn it into a clear gameplan tailored to you.
1
Start with a free consultation.
Answer short discovery quiz to share more about your business, priorities, deadlines, and where support is most needed.
2
We turn it into a clear game plan.
We map the areas identified, the urgency, and the type of expert who fits.
3
Match with the right fit.
Our proprietary matchmaker looks beyond resumes and job titles to identify the expert best equipped for your business and your needs.
From to-do list to done.
From building budgets and dashboards to data cleanup and SOPs and everything in between.
Cost cutting
Margin analysis
KPI Dashboards
Budget vs Actuals
Job Costing
Board Meetings
Automation planning
Pricing & profitability
Inventory & COGS
Automation planning
Vendor comparison
Quality of Earnings
HRIS Setup
POS / CRM Implementation
Inventory System Cleanup
