Compliance
Scopedannual engagement
Audit, tax, and statutory work — done right.
Organizations needing a senior firm for annual audit, review, or tax compliance — with a partner-led relationship.
Included
- Annual financial statement engagement
- Federal and multi-state tax filings
- 1099 / W-2 reporting
- Direct partner access year-round
- Year-end planning conversation
- Coordination with attorneys and bankers
Typically separate
- — Monthly outsourced accounting
- — Outsourced CFO support
Most engagementsOutsourced Accounting
Monthly retainerscoped to volume
A complete back-office function — delivered as a service.
Growing organizations replacing an internal controller or building one for the first time.
Included
- Everything in Compliance
- Monthly close and reconciliation
- Controllership review
- AP / AR and payroll oversight
- Cloud accounting stack (QBO, Sage Intacct, NetSuite)
- Monthly leadership reporting package
- Quarterly business reviews
Typically separate
- — Full outsourced CFO scope
Advisory & CFO
Engagement-basedmonthly + project work
Senior financial leadership — without the full-time hire.
Organizations at an inflection point: scale, transition, transaction, or transformation.
Included
- Everything in Outsourced Accounting
- Outsourced / fractional CFO
- Board and lender reporting
- 13-week cash forecasting
- KPI design and executive dashboarding
- Capital strategy and lender relationships
- M&A, succession, and transition support
- Quarterly board engagement