We work exclusively with QuickBooks Online (QBO) because of its flexibility, automation options, and strong integration ecosystem. It allows us to connect your banking, payroll, and reporting tools into one reliable system — reducing manual input and errors.

Monthly by default, with custom reporting available. Custom dashboards for active CFO package clients.

We handle general ledger management, reconciliations, monthly financial reporting, and process automation — all tailored to your business structure. Each of our service packages builds on the last, from Foundation to full CFO oversight.

That’s very common — and exactly where we add value. We start with a cleanup and diagnostic review to organize your data, catch errors, and create a reliable foundation for future reporting.

We prepare all financials to be tax-ready, but we don’t file directly. We’ll work seamlessly with your CPA or tax preparer to ensure everything is clean and compliant by year-end. If you need help selecting a tax preparer, we partner with several firms depending upon your needs.

Yes — we set up and manage payroll through trusted providers, ensuring it ties directly into your QuickBooks records for accurate reporting.

We focus on life sciences, technology, and knowledge-based businesses — companies that value precision, scalability, and data-driven decision making. We also work well with service-based firms using digital systems.

Yes, but selectively. Our Foundation program is ideal for owner-led startups who want professional reporting without giving up control. As your needs evolve, we can expand to CFO-level guidance.