Services
Everything your finance function needs, under one roof.
Six core services delivered by one CPA-led team on one AI-native platform. Pick what you need today and add more as you grow.
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Monthly close: transactions classified, accounts reconciled
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P&L, balance sheet and cash flow, with a plain-English owner’s report
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Year-end books delivered tax-ready
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Business and individual returns, federal and state
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Year-round tax planning and projections
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Quarterly estimates and entity-structure reviews
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Help responding to IRS and state notices
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Payroll setup, pay schedules and every pay run
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Payroll tax deposits and quarterly filings
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W-2s, 1099s and contractor payments
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Payroll recorded and reconciled in your books
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Three-statement models with low, base and high cases
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Investor- and lender-ready projections, valuation and pitch-deck financials
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Fractional CFO: budgets, KPIs and board reporting
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Catch-up work for months or years of unrecorded activity
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Cleanup and reconciliation of past periods
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Chart-of-accounts restructuring so your financials are accurate and lender-ready
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Normalized EBITDA and earnings adjustments
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Working capital analysis
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Built for buyers, sellers and lenders before a deal closes