Services

Three ways we can help.

Choose the level of service you need. Most clients start in one and grow into another.

Tax

Returns filed and, more to the point, planned for. Compliance handled, with the planning done through the year rather than after it.

  • Individual Tax
  • Business Tax
  • Tax Planning
  • Trusts & Estates
  • Partnership / Pass-Through Tax
  • Multistate Tax

Bookkeeping & Controller

Two different jobs. Bookkeeping keeps the records right. Controller turns those records into reporting you can run the business on.

  • Bookkeeping
  • Monthly Financial Statements
  • KPI Reporting
  • Budget vs. Actual
  • Cash Flow Reporting
  • Controller Services

Fractional CFO

A senior finance voice in the decisions themselves. Forecasting, financing and growth, not just what already happened.

  • Forecasting
  • Budgeting
  • Scenario Modeling
  • Profitability Analysis
  • Financing Support
  • Growth Planning
  • M&A Advisory
  • Executive Financial Guidance

Bookkeeping, Controller and CFO are not the same thing

Bookkeeping

Records are accurate and current.

Answers what happened.

Controller

Reporting, KPIs and review on top of clean records.

Answers what it means.

Fractional CFO

Forecasting, financing and strategy.

Answers what to do next.

Better Information Leads to Better Decisions

The same business, before the records are right.

How much cash do I really have? What will I owe in taxes? Is the business actually profitable? Can I afford to hire or invest? What should I be doing next?

Before Oslo

Five questions, and no reliable way to answer them.

GENERAL LEDGER · Q2 FY26● RECONCILED
04·02·26Stripe payout · 6,4102Revenue+48,210.00
04·03·26Gusto · payroll runPayroll−96,442.18
04·07·26AWS · usage invoiceCOGS · Infra−12,087.55
04·11·26Delta 0442 · client visit, ATLTravel−1,284.30
04·15·26IRS · Q1 estimated paymentTax−38,500.00
04·26·26Acme Corp · annual contractRevenue · ARR+120,000.00
04·30·26Month-end accruals & journal entriesClose—
Everything accounted for.UNEXPLAINED VARIANCE: $0.00
Before Oslo
0%

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