Financial partnership built around where your business is going
We don’t offer a menu of disconnected accounting tasks. We offer structured financial partnerships designed to meet your business at its current level of complexity, and grow with you over time.
A financial operating partnership
The right level of support is about more than revenue alone. The real question is: what level of financial support, visibility, and leadership does your business need to grow with confidence?
Our three service tiers are designed to answer that question, and grow with you as your needs evolve.
- Growing businesses needing stronger financial visibility and structure
- Government contractors navigating cash flow and contract profitability pressure
- Businesses outgrowing reactive financial management
- Leadership teams ready for more strategic financial support
- Companies building the foundation needed for sustainable growth
Find the right level for your business
Financial Foundations
Structured Financial Support
Custom scoped on your discovery call
For business owners and emerging government contractors who need reliable accounting, reporting, and tax compliance, and want to build the financial structure and visibility that supports smarter decisions.
Accounting & Compliance
- Organized bookkeeping and monthly close
- Monthly financial statements and reporting
- Tax preparation and estimated payment support
- QuickBooks management and maintenance
- Foundational tax guidance and support
- Quarterly financial review meetings
- Business-hours email support
- Financial visibility you can actually use
- Consistent compliance without the stress
- Reporting that tells you where your business stands
- A foundation strong enough to support real growth
Cash Flow & Profitability Advisory
Proactive Financial Planning
Custom scoped on your discovery call
If cash feels tight even when revenue is strong, or you’re not sure which parts of your business are actually profitable: this is where that clarity comes from.
Strategic Visibility & Planning
- Cash flow forecasting and analysis
- Profitability analysis
- KPI and performance reporting
- Budget and financial planning review
- Monthly strategic advisory meeting
- Proactive tax planning guidance
- Priority advisory communication
- Up to 3 additional advisory meetings per month
- Stronger cash flow visibility and planning
- A clear picture of where your money goes, and when it comes back
- Profitability insight that drives better decisions
- A proactive partner, not just a year-end preparer
Strategic Growth & CFO Leadership
Embedded Financial Leadership
Custom scoped on your discovery call
For scaling businesses who need CFO-level leadership embedded into the business: an active partner helping leadership run and grow the business with greater visibility, accountability, and confidence.
Executive Leadership & Strategy
- Weekly executive leadership meeting
- Strategic financial planning and growth discussions
- Leadership accountability and decision support
- Advanced forecasting and planning
- Weekly finance or accounting team meeting
- Finance team direction and process oversight
- Financial performance oversight
- Operational financial decision guidance
- Embedded financial leadership without the full-time CFO cost
- Executive-level visibility into financial performance
- Stronger financial accountability across the business
- A strategic partner improving decisions: consistently
Not sure which tier is right for you? The right tier isn’t always determined by revenue: it’s determined by complexity, advisory need, and where your business is headed. That’s what the discovery call is for.
How to work with us
Schedule a Discovery Call
A conversation to understand your business and the right level of support.
Financial Discovery & Analysis
We review your current structure, reporting, and operational needs.
Strategy & Recommendation
We walk your financial reality, identify gaps, and recommend a tier.
Onboarding & Implementation
A structured onboarding plan that creates momentum quickly.
Add-ons & project work
Some engagements require additional operational or project-based support, available as separately scoped add-ons and project engagements:
- Payroll support
- AP/AR management
- Historical cleanup
- System implementations
- Specialized financial projects
Built for the GovCon financial reality
Our services support delayed payments, indirect rates, contract profitability, compliance requirements, and the cash flow pressure that comes with rapid growth.