You're earning.
So where's the money?
You’re booked out, billing hard, and still checking your account nervous. The money’s coming in – it’s leaking somewhere between the job site and your pocket.
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What Sets Us Apart
An Entire Accounting Team
For less than one full-time hire, you get an experienced bookkeeper, accountant, and controller working together on your business.
Owners Helping Owners
Over 80% of our controllers and CFOs have owned a business in the past. We get where you’re coming from unlike other options.
Experienced From Day 1
Your controller or CFO has 20+ years of experience solving real business challenges—not learning on your dime.
Three Sets of Eyes
Instead of one in-house employee, you get 3 experienced professionals to help catch costly mistakes before they become problems.
Advice You Can Actually Use
Every month, we explain your numbers in plain English so you always know where your business stands.
No Surprise Bills
One predictable monthly price. No hourly billing. No surprise invoices.
Who We Serve
Take Back Control Of Your Business
$500K – $5M annual revenue:
Full-service support
$5M – $20M annual revenue:
Case by case
Built for service-based companies: construction, manufacturing, healthcare, and real estate.
Numbers frustrate you and guessing costs you – especially with the IRS.
You agree to share info on time and meet with us once a month to stop money leaks and proactively plan ahead.
Services
Bookkeeping
You hate doing your numbers and guessing costs you – especially with the IRS.
Accounting
CFO
We look forward financially in time to ensure you have enough cash to keep the doors open. We take it a step further and work with you to ensure you proactively plan and estimate financial budgets for things and people that matter to you in your business.
Tax Planning
With over 50+ years of experience, stop overpaying the IRS or fearing penalties that impact your hard earned money.
We meet quarterly to ensure you are ready and we file your taxes for you so you can focus on what you do best.
Pricing
Know The Truth
Just
$997
Don’t Know If Your Books Are Actually Right? One-time assessment that tells you the truth about your financials.
- Deliverable includes:
- Health Score
- Possible Money Leaks
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- Profitability Risks
- Bookkeeping Reliability
- Debt Pressure
- Operation Strain
- Recommended Next Steps
Freedom
Starts at $3295/mo
Stop The Bleeding: For owners done guessing. You get a team of experts who fix the money leaks so you stop stressing.
- Tax Strategy - Quarterly Tax Planning
- Monthly Financial Clarity - Know what's profitable, what's leaking, and why.
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- Financials That Run Themselves - We build and manage your systems.
- Trust Your Numbers – Monthly internal reviews + annual outside review so you don’t just take our word for it.
- Stop Flying Blind – Books that actually help you run your business...not just to keep you legal.
- A Real Growth Plan - A strategy built around your version of winning.
- Make Big Calls With Confidence - Hire, expand, borrow - we tell you what the numbers say.
- A 3-Person Team on Your Business – Nothing falls through the cracks when life happens.
A La Carte
Pricing
Varies
Add-ons for Freedom Clients: Every business is different. You need one specific thing done right – not a full suite you’ll never use.
- AR / AP Collections
- Cash Needs Tracking (Rolling Cashflow Forecast)
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- Advanced Forecasting / Budgeting (FP&A)
- Sales & Use Tax
- Payroll Maintenance (Quarterly Report, W-2s, Year End Reports)
- Insurance and Benefits Analysis
- 401k & Pension Maintenance & Review (Annual Census)
- Vendor Review
- Tax Resolution
- Cost Segregation (if needed for taxes)
- 1099 / W-9s Maintenance
- Pricing & Profitability Analysis
- Bank Loan Preparation and Presentation
- Due Diligence Support - Investors, M&A, Selling Business
Don’t Let Numbers Hold You Back
Tired of doing everything on the fly and guessing on important financial metrics and forecasts?
