Services

Five ways we keep your business's finances accurate, compliant, and actually useful for decision-making.

01 · CFO SERVICES

CFO Services

Forward-looking financial guidance for businesses that have outgrown "just send me my P&L." We help you understand what the numbers mean and what to do next.

  • Monthly or quarterly financial reviews with actionable takeaways, not just reports
  • Cash flow forecasting and budget planning
  • KPI tracking tailored to your industry and goals
  • Support for major decisions — financing, pricing, expansion, hiring
  • Direct access to someone who actually knows your business
02 · BOOKKEEPING

Bookkeeping

Accurate, reconciled books every month — the foundation everything else (taxes, CFO work, financing) depends on.

  • Company setup and chart of accounts built around your type of business
  • Monthly reconciliation of all bank and credit card accounts
  • AR/AP tracking and categorized transaction entry
  • Monthly financial reports — profit & loss and balance sheet
  • Ongoing support and guidance, not just data entry

Sales Tax Filing

Multi-state sales tax compliance handled end-to-end, so you're never scrambling before a filing deadline or caught off guard by a state you didn't know you owed.

  • Sales tax registration in the states where you're required to collect
  • Return preparation and filing — monthly, quarterly, or annually as required
  • Payment remittance handled on your behalf
  • Ongoing monitoring as rates, rules, and your sales footprint change
04 · NEXUS STUDIES

Nexus Studies

A clear, state-by-state picture of where your sales have crossed an economic or physical nexus threshold — before it turns into back taxes and penalties.

  • State-by-state nexus threshold analysis based on your actual sales data
  • Review of both physical and economic nexus triggers
  • Flagging states approaching a threshold, ahead of time
  • Clear recommendations on where to register next, and in what order
05 · INVENTORY MANAGEMENT

Inventory Management

Built for ecommerce and wholesale businesses — inventory and cost of goods sold tracked accurately, synced with however you actually sell.

  • Sales tracking synced across platforms — Shopify, Amazon, and others
  • Shipment and inventory-level input as stock moves
  • COGS verification and tracking built into your books
  • Monthly reporting that reflects real inventory position, not just cash in/out

Not sure which services you need?

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