Foundation for Financial Clarity

• Monthly bookkeeping and reconciliations

• Audit‑ready financial statements

• GAAP and grant compliance checks

• Streamlined expense management

• Email support for day‑to‑day questions

Ideal for small businesses or nonprofits that need reliable, compliant books without the overhead of a full‑time accountant.

Controller‑Level Oversight for Growing Organizations

• Everything in Core Accounting

• Monthly close cycle management

• Customized reporting dashboards

• Cash flow monitoring and forecasting

• Quarterly strategy calls with a senior consultant

Perfect for growing companies that want deeper financial insight, faster closes, and decision‑grade reporting to support expansion.

Executive Insight and Regulatory Protection

• Full oversight of accounting and controller services

• Forecasting, KPI analysis, and board‑ready reports

• Monthly advisory sessions with CFO‑level consultants

• Compliance dashboard for grants, contracts, and federal rules

• Strategic guidance for audits, M&A, and long‑term planning

Designed for organizations that require senior financial leadership, regulatory confidence, and executive‑level reporting without the cost of a full‑time CFO.