One relationship, four roles
Most small businesses can't justify hiring a full-time controller or CFO — so they either go without, or outgrow their bookkeeper and have to start over with someone new. This is built so you never have to switch providers as you grow.
I work directly alongside your CPA of record — handling every PBC request and getting your books tax-ready, so that relationship runs smoothly without you playing messenger.
Monthly Bookkeeping
Ongoing reconciliation, categorization, and financial reporting on a predictable monthly cadence.
Books Cleanup & Catch-Up
Behind on reconciliations or handed a mess by a previous bookkeeper? Fixed project fee, no open-ended hourly bill.
State & Local Sales Tax Filing
Filing your state and local sales tax on your behalf, keeping you in good standing with city and state offices. (State/local only — not federal income tax.)
Systems Onboarding & Implementation
Getting you set up and running clean on QuickBooks Online, Ramp, Bill.com, Avalara, Gusto, and the rest of the modern finance stack.
Financial Reporting & Analysis
Monthly reporting and practical analysis of margins, cash flow, and operating trends, helping you identify issues sooner and make better-informed decisions.
Organized Books & Handoff
Clean reconciliation worksheets and documentation, built so you can take your books in-house or to a new provider anytime — no lock-in.
CPA Liaison & Tax-Ready Books
I work directly with your CPA at tax time, handling every PBC request and reconciliation they need, so you get organized, tax-ready books without paying your CPA to fix bookkeeping issues first.
Ancillary & HR Support
Onboarding reviews, new-hire reporting, payroll processing, and software setup for expenses, PTO, and time tracking.
FP&A & Forecasting
Budgeting, cash flow forecasting, and KPI reporting — the same financial planning work I've done for venture-backed CFOs and boards.
Fundraising & Due-Diligence Support
Preparing financials, answering diligence questions, and standing alongside you through a raise or a due-diligence process.
Curious what you'd actually receive?
This is a real, full sample of a monthly financial reporting package — P&L, balance sheet, cash flow, and the plain-English commentary that comes with it. Built on illustrative data for a fictional e-commerce brand, so you can see exactly what a Controller-tier engagement looks like before you ever book a call.
Download the Sample Package