Bookkeeping, controller work, and planning.
Every owner arrives with a different problem. Books that are behind. A decision waiting on numbers nobody trusts. A hire, a location, a price, an offer. We start where you are, make the numbers something you can decide from, and get you ready for the growth ahead.
Every stage, from the first month of trading.
Your Business Goals
Where you are trying to take it.
Bookkeeping
Builds the financial foundation.
Controller
Turns financial data into business insight.
CFO
Turns financial insight into strategic impact.
Planning
Put a plan behind the decision.
Sale Prep
Turns strategic impact into enterprise value.
Bookkeeping
Monthly reconciliations, categorization, and clean financial statements you can rely on. Closed on an agreed date each month.
Bookkeeping →Controller
Monthly close ownership, margin analysis, KPIs, and driver-based forecasting. What the numbers mean and what to do next.
Controller →Strategic Planning
Turn the financials into a forward view — rolling forecast, scenarios, and the numbers behind decisions about hiring, pricing, a second location, or an investment.
Strategic Planning →Systems & Automation
QuickBooks, payroll, and AP/AR set up to actually work — so data flows where it needs to go and stops requiring manual entry.
Systems & Automation →Fractional CFO
A real person to call when a decision needs real numbers. Strategic finance support without the full-time hire — delivered by our sister firm, Sync CFO.
Fractional CFO at Sync CFO ↗Sale Preparation
Books that survive diligence — GAAP-consistent history, accrual revenue, and records a buyer’s quality-of-earnings team can work through without finding surprises.
Sale Preparation →Momentum X — Strategic Planning
Beyond EOS. A quarterly operating rhythm built on numbers you trust: vision, a twelve-quarter map, quarterly moves, and the measures that tell you whether any of it is working.
Momentum X →Where to start — and when to add more.
The two build on each other. Bookkeeping gets everything clean and reliable; controller work is where those numbers start telling you something. Here's how businesses usually move between them.
Start with bookkeeping if…
- Your books are behind, messy, or you're doing them yourself
- You need clean monthly financial statements you can trust
- You want a reliable close on an agreed date each month
- Your CPA is asking for cleaner records at tax time
Add controller work when…
- Revenue is up but you're not sure why profit isn't following
- You can't tell which products, services, or locations make money
- You're planning a hire, a price change, or an expansion
- You want a forecast and KPIs, not just historical statements
Where to next
Your books, done right in QuickBooks
We hold Intuit QuickBooks ProAdvisor certification. Whether the file needs cleaning up, catching up, or setting up properly, it happens in the software you already run.
Controller, however you need it
The same function, scoped three ways. Most businesses arrive through one of these doors.
The monthly work, in detail
The pieces that make up a month, each scoped on its own.
Not sure where you fit?
Tell us about your business and we'll help you find the right place to start.
Get started