How We Work

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We hit the ground running

• We either fully take over your current bookkeeping or we collaborate with your current team.
• We review prior reports, clean up where it is needed, and align on what "Good" looks like.
• You get a snapshot of where things stand. No more financial fog.

Custom reporting, built around you

• Monthly Financial package creation
• Forecasts built to match your goals.
• Dashboards, KPIs and whatever else keeps you sleeping at night. 
• Compare against industry benchmarks.

We are your financial Co-pilot

• Monthly or Quarterly calls to review performance and trends. 
• Slack or email support when questions or items pop up.
• Strategic input without hiring a full time CFO.