What we do

Financial Leadership
at Every Level

From clean books to C-suite strategy — we meet you where you are and grow with you. Every engagement starts with understanding what your business actually needs.

Our philosophy

The Right Level of
Expertise for Your Stage

Not every business needs a CFO. Not every business can get by with a bookkeeper. We offer four distinct services because businesses have different needs — and the right level of financial leadership changes as you grow.

"I don't sell services. I sell the outcome of not having financial problems you don't know about yet."
— John Donovan, CPA · John William
Core services

Four Services. One Standard.

The same rigor applied to $800M companies — scaled to what your business actually needs.

01
Foundation
Bookkeeping & Financial Reporting
For businesses that need clean, reliable books
Monthly reconciliation, accurate records, and financial reports that actually tell you something. The foundation everything else is built on.
What you get
  • Monthly reconciliation — every account, every transaction
  • P&L and balance sheet in plain English
  • Cash flow visibility — know what's coming before it arrives
  • QuickBooks setup, cleanup, or ongoing management
  • Direct answers when you have questions
Ideal for
Businesses doing $500K–$5M that need accurate, timely books without the overhead of an internal accounting team
02
Tax strategy
Tax Preparation & Planning
For businesses that want to keep more of what they earn
Filing is the easy part. The real work happens before April — identifying what you owe, what you don't have to owe, and building a structure that reduces your tax burden year after year.
What you get
  • Business and personal returns — accurate and on time
  • Proactive deduction analysis — not just what you brought us
  • Entity structure review — are you set up to minimize tax?
  • Quarterly estimated tax planning — no surprises
  • Payroll tax filings — 941, 940, state filings handled correctly
Ideal for
Business owners and high-income professionals who want proactive tax strategy rather than a reactive filing service
CPA-led
03
Fractional controller
Fractional Controller Services
For businesses that need someone running the numbers
A hands-on financial leader who owns the accounting function — close process, reporting accuracy, internal controls, and financial operations. CPA-credentialed oversight without the full-time cost.
What you get
  • Monthly close ownership — books done right, done fast
  • Financial statement preparation and review
  • Internal controls and process improvement
  • Cash flow management and reporting
  • AP/AR oversight and vendor/customer management
  • Interface with external CPA, banks, and lenders
Ideal for
Businesses doing $2M–$15M that have outgrown their bookkeeper but aren't ready for a full-time controller at $120K–$180K/year
Executive-level
04
Fractional CFO
Fractional CFO Services
For businesses that need strategic financial leadership
C-suite financial strategy on a part-time retainer. Cash flow forecasting, growth planning, board reporting, M&A support, and the kind of insight that shapes real business decisions — backed by 15+ years at the CFO level.
What you get
  • Cash flow forecasting and 13-week modeling
  • Strategic financial planning and scenario analysis
  • Board and investor-ready reporting packages
  • Capital structure and financing strategy
  • M&A support, due diligence, and integration
  • KPI development and performance management
Ideal for
Businesses doing $5M–$25M that need a strategic financial partner at a fraction of a $250K–$400K full-time CFO
An honest note on payroll

Payroll processing is one area we don't take on directly — and it's intentional. Owners need to stay close to payroll. It's too important, too compliance-heavy, and too easy to get wrong when it's fully handed off to someone detached from the day-to-day. We handle payroll tax filings and make sure your books reflect it accurately — but the processing stays with you or a dedicated payroll provider.

Payroll tax filings — 941, 940, state returns handled correctly
Payroll reconciliation — books match what went out
Provider recommendations if you need a dedicated payroll service
W-2 and 1099 preparation at year end

Not Sure Which Level You Need?

Most clients start with a Financial Clarity Review. It tells us exactly where your biggest gaps are — and which service will make the biggest difference for your specific situation.

Request a Clarity Review