The finance team behind founder-led companies that scale.
Institutional-quality accounting, tax, and advisory — built on Big Four, investment banking, and private equity experience. Without the in-house overhead.
Trusted by 45+ businesses nationwide
An outsourced finance department — not just a bookkeeper.
Most small businesses outgrow their accountant long before they can justify a full-time CFO. We sit in the gap: one team handling the books, the filings, and the strategic decisions that actually move enterprise value.
Clarity on your numbers
Accurate, on-time financials you can actually make decisions from — every month, no chasing.
Tax handled proactively
Planning that happens before year-end, not a scramble in April. Our clients have surfaced five-figure savings.
Built for what's next
From fundraising to a future sale — we prepare your finances to withstand scrutiny from sophisticated buyers.
Businesses served nationwide
Typical annual tax savings identified
Properties under our books
Accountants, CFOs & tax specialists
One team, from monthly books to the boardroom.
Whether you need a hands-off compliance solution or a partner for your next strategic move, we scale our role to fit the decision in front of you.
Compliance & Operations Run the engine
Bookkeeping
Triple-checked monthly financials you can run the business on.
Tax
Federal & state filings, 1099s, Delaware franchise, and year-round planning.
Payroll
Run, file, and reconcile — employees paid right, taxes filed on time.
Cost Segregation
Engineering-based studies that accelerate depreciation and free up cash.
R&D Tax Credit
A dollar-for-dollar credit for the innovation you already do.
Strategic Finance Grow the value
Fractional CFO
Forecasting, KPIs, board decks, and fundraising support from a seasoned operator.
Quality of Earnings New
Normalized EBITDA and diligence-ready analysis for buyers and sellers.
M&A Advisory New
Sell-side prep, exit readiness, and buy-side financial support through close.
Preparing for a transaction?
Our transaction team helps founders get the numbers ready before a buyer ever asks.
See M&A & QoEThe experience usually reserved for companies ten times your size.
Our professionals have sat on both sides of the table — auditing public companies, advising on acquisitions, and underwriting deals for private equity. That perspective is now working for your business.
Institutional pedigree
Backgrounds spanning Big Four accounting, investment banking, and private equity.
Built for scrutiny
We prepare financials to stand up to lenders, investors, and acquirers.
Always available
A responsive US-based team — the opposite of the CPA who never calls back.
Plain-English advice
We translate the numbers into decisions you can actually act on.
A clear path from messy to managed.
Discovery
A focused consultation to understand your business, your numbers, and what's keeping you up at night.
Diagnostic & Cleanup
We assess the books, fix what's broken, and establish a clean, reliable financial baseline.
Build & Run
Monthly close, reporting, tax, and payroll run like clockwork — with KPIs that matter to you.
Advise & Scale
Forecasts, tax strategy, and transaction readiness as your business grows and the stakes rise.
Deep fluency in the businesses we serve.
We don't try to be everything to everyone. We go deep where founder-led, lower-middle-market companies need us most.
Startups
Runway, burn, and investor-ready reporting.
View pageHome Contractors
HVAC, roofing, and the trades — job costing that holds up.
View pageSmall Businesses
Outgrew your bookkeeper, not ready for a full CFO.
View pageProfessional Services
Agencies and firms billing by the hour.
View pageVacation Rentals
Multi-property managers and complex revenue.
View pageConsultancies
Project profitability and utilization, clarified.
View pageConsumer & Retail
Inventory, COGS, and margin you can trust.
View pageLaw Firms
Trust accounting and partner distributions, done right.
View pageThe stress of managing the numbers daily is gone. Before CFO Anytime there were times of hoping I'd be cash-flow positive — now I have far better insight ahead of month-end close and know exactly how my business performed.
— Samuel R., Real Estate Investor · Michigan
"Saved big on taxes"
Now I never stress about bills, taxes, or receipts. The team set everything up and checks in with helpful suggestions — and found $28k in deductions our old CPA missed in year one.
"No BS, straight to the point"
Exactly what we needed. The team caught a mistake our CPA made on our return — we amended and received $18k back from the IRS.
"Removed all the stress"
My old CPA was never available — this team always is. They break things down so I understand them, and I completely trust them with the business now.
Thinking about a sale, a raise, or an acquisition?
Most founders wait until a buyer is at the table to get their numbers in order — and it costs them. Our transaction team prepares your financials to withstand institutional diligence, so you negotiate from strength.
M&A Advisory
Sell-side prep, exit readiness, and buy-side support.
Quality of Earnings
Show buyers the real, normalized earnings power.
What founders ask us first.
A traditional CPA files your taxes and hands back the books. We operate as your finance department — managing the monthly close, advising on strategy, planning taxes proactively, and preparing you for financing or a sale. You get the range of an in-house team without the cost of one.
Usually not. We work within your existing stack — most often QuickBooks — and will recommend changes only when they clearly save you time or money. Onboarding is designed to be fast and low-lift on your end.
Founder-led and lower-middle-market businesses — typically from early revenue through eight figures. Our engagements scale from monthly bookkeeping to full fractional-CFO and transaction support.
Yes. Our M&A Advisory and Quality of Earnings services prepare your financials for diligence, normalize EBITDA, and help you anticipate what sophisticated buyers will ask — ideally well before you go to market.
We scope a fixed monthly engagement to your needs after an initial consultation — no surprise hourly bills. Transaction work is quoted per project. The first conversation is free.
Get the clarity to scale with confidence.
Book a free consultation. We'll review where your finances stand and show you exactly what it takes to get to institutional-grade.
Free 30-minute strategy call · No obligation · US-based team · Prefer to talk? Call 628-363-1986