An Outsourced CFO Solution
That Feels In-House
We deliver the financial clarity and control small business owners need to grow with confidence. We operate at a fraction of the cost of having an in-house finance department, and we handle all things financial to allow you and your team to focus on serving your customers while we handle the backend finances and logistics.
Our clients typically generate $1–3 million in annual revenue, operate with 2–10 employees, and span many industries including technology, construction, food service, manufacturing, wholesalers, retail, staffing, professional services, and e-commerce.
Our All-Inclusive Platform
Bookkeeping
More than just tracking cash flows, though that is part of it. Consider us your entire financial department allowing important decisions to be made with current, organized data.
Payroll
We handle everything for both W2 employees as well as 1099 contractors. We will file your quarterly and annual reports, provide direct deposits, and supply documents come tax season.
Tax Compliance
Federal tax returns, state tax returns, sales tax, franchise and excise tax, business use tax, and a whole lot more! LLCs, S/C Corps, even Sole Proprietors… we cover it all.
Tax Planning
Proper tax planning and strategies should be implemented year-round to reduce tax liabilities. Rent vs Buy? Salary vs Distribution? The lack of a strategy costs huge margin losses annually.
Insurance Audits
Complying in a timely manner with your insurer’s requests for payroll and revenue audits before they have to ask for a second time, and making your agent’s job easy along with yours.
LLC Creation/Renewal
No more notices of administration dissolution or anything of the sort. Let us handle keeping you current so that your legal entity is never at risk of being overdue for renewal.
“I love cleaning up QuickBooks and running payroll!” -Nobody, ever.
We are here to do the tasks that cost your business valuable time. More importantly, that valuable time is only valuable if you spend it doing the things that make your company money. Outsource the financial and administrative functions to our small team of specialists and take your business to the next level.
One Monthly Bill & No Long Term Contracts
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Once we understand the exact scope of what you want our help with, we will offer you a flat, consistent monthly fee that covers everything we decide together that you’ll need us to assist with. No hidden costs, no separate bills—just clear, comprehensive billing for our entire service that we cater to your needs.
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Before we can price our services for you, we need to understand your business and what your goals from this partnership are. This is why we offer a free initial consultation.
Our typical client is between $500K-$2M in revenue, employee size from 1-10, has needs ranging from basic bookkeeping up to extensive A/B testing on various expense categories, and a completely different need from our team.
For this reason, just as with building a house, we need to know the shape, size, and scope of the project before we can offer a blanket price. We believe this serves our clients best.
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We believe great service should speak for itself, not be locked down in contracts. That’s why our clients enjoy flexible monthly agreements with no long-term commitments or cancellation fees—move at your pace, with no risk.
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Our small team is comprised of accounting and financial professionals. No hourly workers, no overseas outsourcing, and nobody with less than 10+ years of experience. The financials of your business are important—don’t trust this task to anyone less than a true specialist.
A Custom Solution To Match Your Needs
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… Generating between $500,000 and $2 million in annual revenue. At this stage, you’ve outgrown the “do-it-yourself” approach to financial management, but you may not be ready—or willing—to commit to the costs of building a full in-house finance team. We specialize in supporting companies in this sweet spot, where strategic financial guidance can have the biggest impact.
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Many of our clients come to us feeling bogged down by bookkeeping, payroll, and other back-office responsibilities. These tasks, while essential, take valuable time away from running and growing the business. Our CFO360 platform steps in to handle these functions seamlessly, so owners can reclaim their focus and energy for what they do best—serving customers, innovating, and building their brand.
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Hiring a full-time CFO or VP of Finance isn’t always realistic for a smaller operation. That’s where we bridge the gap. Our clients gain access to the same strategic financial insights and planning a larger company would enjoy, but at a fraction of the cost. This means you get guidance on cash flow, profitability, and growth opportunities without adding a six-figure salary to your payroll.
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We work best with owners who are serious about both top-line growth and bottom-line profitability. For us, tax planning is more than a once-a-year event—it’s an ongoing strategy that can help fund expansion, improve cash reserves, and maximize owner take-home pay. If you’re ready to use your financials as a tool for growth, not just a reporting requirement, we’re ready to be your partner.
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Before even considering a sale of your company, certain metrics must be set and in place to attract the proper potential acquirers. Because our Founder has been through this process personally, acquisition as an end goal is something that separates us from our competitors.
Most acquirers will want to see a minimum of three years of digitized, accurate records as well as a rolling 12-month set of the same. Being able to rapidly offer multiple years of P&L data, top and bottom line growth YoY or QoQ, and reliable projections based on historical data will ultimately lead to both a more qualified group of buyers and a higher sales price.
Meet the Team
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Ben
FOUNDER/ACCOUNTING
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Michael
ACCOUNTING
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Lorena
BOOKKEEPING & PAYROLL
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Matthew
BOOKKEEPING & PAYROLL
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Kevin
ACCOUNTING
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David
WC SPECIALIST
Onboarding Process = Simple!
Our onboarding process takes no more than two weeks—usually just one payroll cycle—so you can transition smoothly without downtime. During setup, we’ll also establish the reporting schedule and format that best supports your business.
We then create and configure your secure, cloud-based account, centralizing bookkeeping, payroll, reporting, and tax planning in one place.
All onboarding is handled virtually by our U.S.-based team in the Eastern Time Zone, with documents and banking details submitted securely through our encrypted portal or by phone. For larger projects, we’re also available for on-site meetings.
175+
Clients Being Served
Some Platforms We Work With:
100+
Combined Years of Experience
Ready To Take The Next Step?
Let’s schedule a free consultation so we can learn more about your business and provide you with a custom proposal for our solutions.
Please tell us a about your company and we’ll be in touch within 24 hours.