Our Services

    • Full-cycle bookkeeping & reconciliations

    • Month-end close & reporting

    • Accounts payable & vendor support

    • Accounts Receivable & customer support

    • Budgeting & forecasting

    • Cash flow & working capital management

    • Financial modeling & fundraising support

    • Due diligence support

    • Historical cleanups & reconciliations

    • Chart of accounts redesign

    • System setup, migration & integration (QuickBooks, NetSuite, etc.)

    • Legacy process, vendor, and customer cleanup and setup

    • Opening balance validation & data integrity

    • System & workflow setup across finance and operations

    • SOP development and documentation for scalable processes

    • Internal controls, compliance, and audit prep

    • Cross-functional implementation of tools and processes

    • Accounting & ops systems implementation

    • Platform migrations & setup (QuickBooks, NetSuite, Shopify, etc.)

    • Automation and software integration

    • SOP development for scalable finance ops

    • Custom reporting in Excel & Google Sheets

    • Dashboard development

    • Process mapping & financial workflows