OUR SERVICES

Executive-Level Financial Leadership, Built Around Outcomes

Every service below is built around one goal:

Giving you the financial clarity to make better decisions.

WHAT WE DO

Fractional Controller Services

We manage your day-to-day accounting oversight, close your books with precision, and give you financial statements you can trust and act on. Plus the forward-looking insight to make better decisions, not just a record of what already happened.

BUILT FOR CONSTRUCTION, HVAC, PLUMBING, ELECTRICAL, AND OTHER GROWING TRADES AND SERVICE BUSINESSES ACROSS THE TRIANGLE

Six Pillars, One Partner

THE FULL PICTURE

FR

Financial Reporting & Month-End Close

Monthly financial statements, balance sheet reconciliations, and general ledger review, clean, accurate books on a reliable monthly cadence.

CF

Cash Flow Management

Cash flow forecasting, weekly cash monitoring, and working capital analysis, so you know your position before it becomes a problem.

B&F

Budgeting & Forecasting

Annual budgets, department-level budgets, and revenue forecasting built around how your business actually operates.

KPI

KPI Dashboards & Business Intelligence

Executive dashboards, KPI development, and profitability reporting, the metrics that matter, at a glance.

PO

Process Optimization & Internal Controls

Accounting process assessments, month-end close optimization, and workflow documentation that scale as you grow.

EFP

Executive Financial Partnership

Executive financial advisory, leadership meeting participation, and strategic decision support, a seat at the table, not just a report in your inbox.

Also Available: Full-Cycle Accounting

Need full-charge bookkeeping too? Add Accounts Payable & Bill Pay, Accounts Receivable & Invoicing, and Full-Cycle Bookkeeping, including Financial Reporting & Month-End Close, as a complete, done-for-you accounting function alongside your Controller engagement.

Ask About This

Also Available: One-Time Consulting & Implementation

Need a defined project instead of ongoing service? We take on accounting cleanup and implementation projects, plus IT and infrastructure builds, scoped and priced individually via a Project Statement of Work.

Ask About This

NOT SURE WHERE TO START?

Let’s talk it through. No pressure, no pitch.

Schedule a Free 30-Minute Discovery Consultation