• Our Services
Imagine your day-to-day streamlined
We take care of your day-to-day books and overall financial vision so that you can focus on your work sites.
Where accounting meets operations
We’re great at bookkeeping, but we go beyond to offer planning and controllership services.
Get full-service financial operations without the overhead.
• Controllership & CFO Services
Full-service financial strategy and operations without the overhead.
• Bookkeeping & Payroll Services
Put the time-consuming paperwork on our plates and streamline your financial affairs
Here’s what you can expect from us:
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Island-born and raised, our founder Kevin grew up working for his dad’s subcontractor business.
We know the what, why, and where of your work because we’ve been there and we’re still with you now.
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We study your business and create a system based on your needs.
A personalized system is the standard–one that works for you and your employees and helps you see the big picture of your operations.
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With our cloud-based systems, you’ll be paper-free and hassle-free; send digital invoices, make electronic payments, and manage client and vendor documents from anywhere, at any time.
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Do we prepare accurate and on-time financial documents? Of course.
Will you receive guidance on the patterns and big picture of your financial health? You bet.
On top of the standard financial services, you’ll also get boutique-level attention to detail and our ally-ship.
That means providing financial forecasting insights and industry trends catered to your business, careful attention to detail, and a studious understanding of your business and books.
• Did you know?
82% of small businesses fail because of cash flow issues.
We’re here to help you stay ahead.
Reduce cash flow problems by up to 70% with a robust cash flow forecasting system. Anticipate shortfalls, manage expenses, and keep your projects running smoothly.
Testimonials
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“It all begins with an idea. Maybe you want to launch a business.”
Laurie Payton
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“It all begins with an idea. Maybe you want to launch a business.”
Jamie Kokot
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“It all begins with an idea. Maybe you want to launch a business.”
Lindsey Beumer
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“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
Our Process
In just a few steps, you’ll be up and running.
• Step 1: Fill out the contact form
We’ll get back to you within 24-48 hours and get a free discovery call scheduled.
• Step 2: Discovery Call
We’ll discuss the current state of your financial operations and see if we’re a good fit for each other.
• Step 3: Proposal
After analyzing your needs, we’ll send a customized proposal for you to review.
• Step 4: Onboarding
After the proposal has been approved and signed off, you and your team members will be guided through a clear and effective onboarding process, orienting everyone to the system.
• Step 5: Systems are set and ready to go!
You’ll get ongoing support through regular check-ins and performance reviews, adjusting where we can to ensure your business is as profitable as possible.