You've outgrown spreadsheets but aren't ready for a Big Four bill. We've run the books from the inside in these industries, not just advised on them. Service available in English, Portuguese, Spanish, and French.
Job costing, revenue recognition, pay applications, retainage, and weekly project reviews that protect margin.
Track record: a contractor turned from a ($288K) loss to $1M in retained earnings. Procore, GCPay, and Sage Intacct implementations.
Location-level P&Ls, multi-brand ledgers, POS and payroll integrations, and controls over cash and cards.
Track record: GLs built from scratch for 3 brands across 30 locations, plus $850K in annual savings.
Toast and POS reconciliation, labor cost control, inventory, and unit-level KPIs for hospitality and wellness operators.
Track record: smoothie, coffee shop, and fitness brands brought onto one integrated stack.
Inventory, order-to-cash, collections, and compliance for medical suppliers and healthcare businesses.
Track record: streamlined inventory, invoicing, collections, and CRM workflows.
Project profitability, billing automation, KPI dashboards, and ERP rollouts for service firms and MSPs.
Systems: ConnectWise, Autotask, Sage Intacct, NetSuite, QuickBooks.
Marketplace and payment reconciliations, shipping cost analysis, inventory, and sales tax compliance.
Systems: Amazon Seller Central, ShipStation, Authorize.net, Zoho.
Who want numbers they can trust and a finance function that scales with the business.
Who need extra senior capacity for systems, controls, or automation projects.
Who are ready to stop firefighting and build a faster, cleaner close.
Who want audit-ready reporting and confidence ahead of a raise or exit.
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.