Accurate, audit-ready accounting, actionable financial analysis, and compliance-first audit readiness

for organizations that need clear answers and confident decisions.

Senior‑led bookkeeping that produces accurate, audit‑ready financial statements and reliable month‑end packages so leaders can trust their numbers and act with confidence.

• Month‑end close: standardized close checklist, reconciliations, variance explanations.
  
• Clean general ledger: chart of accounts optimization, reclassifications, month‑end adjustments.
  
• AR/AP management: invoicing workflows, aging control, bill approvals, vendor cadence.
  
• Bank and credit reconciliations: cadence, exception management, automated matching
  
• Payroll interface support: payroll reconciliation and posting vendor coordination.
  
• Fixed assets: capitalization, depreciation schedules, disposal accounting.
  
• Cloud bookkeeping setup: secure cloud configuration, permissions, and automated feeds.
  
• Audit‑ready deliverables: supporting schedules, reconciliations, and documentation packs.
  
• Get faster close cycles fewer audit findings management reports you can act on.

Actionable financial analysis, forecasting, and reporting that converts data into decisions—tailored for boards, investors, and growing management teams.

• KPI designs and dashboards: define metrics, build visual dashboards, and automate reporting.
  
• Cash flow forecasting: short‑ and long‑range runway models scenario and sensitivity analysis.
  
• Budgeting and rolling forecasts: driver‑based budgets, monthly reforecasts, variance tracking.
  
• Scenario modeling: M&A, pricing, and investment impact models with decision points
  
• .Board and investor packages: concise executive summaries, one‑page dashboards, and narratives.
  
• Project and service‑line profitability: unit economics, margin analysis, and pricing guidance
  
• .Advisory sessions: monthly/quarterly review meetings with action items and accountability.
  
• Get clearer decisions, improved cash management, measurable performance uplift.

Practical compliance and audit readiness services that reduce risk, streamline responses, and strengthen internal controls for grants, contracts, and regulatory reviews.

• Grant and federal contract compliance: allowable cost reviews, cost allocation, and reporting support.
• Audit coordination: request management, evidence mapping, and liaison with auditors.
• GAAP and regulatory accounting: policy setup, technical accounting memos, and adoption support.
• Internal control documentation: process maps, control matrices, and remediation plans.
• Single audit and grant files: prepared schedules, narratives, and audit support packets.
• Remediation and training: gap remediation roadmaps and staff training on documentation best practices.
• Ongoing compliance monitoring: periodic checks, sample testing, and status reporting.

Get smoother audits, fewer findings, and sustained regulatory compliance