BOOKKEEPING · FRACTIONAL CONTROLLER · FRACTIONAL CFO

Precision in every penny.

MONTH-END CLOSE · CLOSED

✓ Bank & card reconciliations

✓ AR / AP review

✓ Accruals & adjustments

✓ P&L, balance sheet, cash flow

✓ Executive summary delivered

Bookkeeping, Controller and CFO support for growing businesses. Texas-based, serving clients nationwide.

One partner. Three levels of support.

Start with clean books. Step up to a Controller and CFO when the business is ready, without switching firms or starting over.

Accurate, reconciled books every month, so tax time and lender calls are never a scramble.

A real month-end close, cash visibility and reporting you can run the business on.

CFO-level thinking without a CFO salary: plans, forecasts and the hard calls, made with real numbers.

You work with a senior accountant who knows your business and your numbers, not a rotating queue of strangers.

Bookkeeping today, Controller next year, CFO when you raise or expand. Same partner, same history, no re-onboarding.

Every month ends with a plain-English summary: what changed, what it means, and what to watch next.

We talk through where the books are today and where the business is headed.

A clear scope and flat monthly fee for the level of support you need.

Accounts connected, history caught up and reconciled, reporting set up.

Books closed every month, statements delivered, and a standing line to ask questions.