Financial Operations

Get your finances organized without the DIY stress.

You’re great at what you do. But managing books, invoices, payroll, and tax prep? Not your thing! And that’s okay. We handle the numbers so you can focus on the work that moves your business forward.

  • A mechanic with gray hair and a gray t-shirt standing in a cluttered auto workshop, surrounded by tools, spare parts, and machinery.

    Who It's For

    Small business owners who:
    - Feel behind on bookkeeping or payroll
    - Aren’t confident in their numbers
    - Dread tax time or year-end reporting
    - Want to stop doing it all themselves

  • Two people working at a desk with laptops, papers with handwritten notes, and pens.

    Why It Matters

    When your finances are a mess, your decisions suffer. With clean books, proactive reporting, and strategic support, you can:

    ✅ Make smart decisions
    ✅ Free up your time
    ✅ Be ready for tax season
    ✅ Actually understand what your numbers mean

  • Man and woman sitting at a desk in an office giving a high five and smiling, with documents, a laptop, and mugs on the desk.

    What We Can Handle

    - Bookkeeping & reconciliation
    - Invoicing & accounts receivable
    - Bill pay & accounts payable
    - Payroll coordination
    - Financial reporting & dashboards
    - Tax prep support (in partnership with your CPA)

Financial Packages

Starter

For businesses that need reliable basics to stay on track each month.

  • Monthly reconciliations

  • Categorized transactions

  • Simple reports

    Starts at $600/month

Growth

For growing businesses that want financial clarity beyond the basics.

  • Everything in Starter

  • Invoicing + bill pay

  • Monthly financial summary

  • CPA coordination

    Starts at $1200/month

Enterprise

For companies with more complex needs and ongoing financial support.

  • Everything in Growth

  • Catch up past-due books

  • Additional Support

    Contact us for pricing

One-Time Cleanup

For businesses that need a fresh start with clean, accurate books.

  • QuickBooks/Xero cleanup

  • Catch up past-due books

  • CPA coordination

    One-time project starting at $1,200

How a Local Restaurant Gained Clarity to Grow

The Challenge
A local restaurant owner wanted to expand into additional locations but didn’t have a clear enough financial picture to make confident decisions. Cash flow felt tight, reports were inconsistent, and QuickBooks Online wasn’t reflecting reality. To understand where the money was going, the owner had to pull reports from multiple places but still never had a clear view.

The Solution
We cleaned up their books, streamlined their bill pay, and set up consistent financial reporting. Each month, we provided a detailed breakdown of what changed, giving the owner full visibility into the movement of their money.

The Results
With clean books and reliable reporting, the restaurant finally had clarity and confidence. They could see cash flow trends, understand their true financial position, and make smarter decisions. That clear picture gave them the ability to expand successfully into new locations.

Interior of a busy restaurant or cafe with large industrial-style lights hanging from a high ceiling, large windows letting in natural light, and several groups of people dining and socializing.