A finance department, assembled to fit.
Pick where you need us most, or hand us the whole function. Every engagement ends in a plain answer: what's included, who it's best for, and what success looks like.
Books you can actually trust.
Best for: owners who want their books reconciled, categorized, and current every month, without doing it themselves.
We categorize transactions correctly, reconcile every account monthly, and manage bills and invoices so cash in and cash out are never a mystery.
What success looks like: you open your P&L and believe what it says.
Get a Free Books AssessmentNumbers that land the same time every month.
Best for: owners tired of financials that show up late, or not at all.
We run a disciplined close calendar so your statements are done within days of month-end, not weeks.
What success looks like: reporting stops being a fire drill and starts being routine.
Book a CallA sample of what your monthly Business Snapshot looks like.
Not a login-only dashboard. A real Business Snapshot delivered every month: revenue, EBITDA, cash position, and AR/AP aging, plus trend charts you can actually read at a glance.
Swipe to see the full snapshot →
The senior set of eyes on everything.
Best for: owners whose books are fine day-to-day, but nobody senior is watching the whole picture.
A controller owns internal controls, reviews the work before it reaches you, and keeps your financials defensible, whether it's a lender, an auditor, or a buyer eventually looking closely.
What success looks like: nothing surprises you at close.
Book a CallStrategy that shapes the decision, not just the recap.
Best for: owners who need real financial judgment on financing, hiring, pricing, or growth, without a full-time hire.
We forecast cash, model scenarios, and sit in on the conversations where the real calls get made.
What success looks like: you make the decision with the numbers already in hand, not after.
Book a Strategy Call
One team. Everything covered.
Best for: owners who want a single point of accountability, not a bookkeeper, a part-time controller, and an outside advisor to coordinate between.
Full-Service combines bookkeeping, AP/AR, month-end close, controller oversight, and CFO advisory into one fully managed engagement, priced as a single fixed monthly fee, not itemized by role.
What success looks like: one team owns your entire finance function, and you're never stitching providers together yourself.
Book a CallGet current before you decide anything else.
Best for: owners who are months (or years) behind, or just inherited a mess from a prior bookkeeper.
We rebuild the books from wherever they currently stand: reconciling backlogged accounts, correcting miscategorized transactions, and closing the gap to today.
What success looks like: you finally know where you actually stand, with a clear date it happened.
Get a Free Books Assessment
Tools and workflows that work for the books, not against them.
Best for: owners whose systems don't talk to each other cleanly, or whose team is working around broken handoffs instead of through a clean process.
We set up and configure the stack so data flows in correctly the first time: no duplicate customers, no broken integrations quietly piling up errors. Just as often, the bigger problem isn't the software at all: it's who approves what, when the close checklist actually gets followed, and where work silently stalls between people. We redesign that workflow too.
What success looks like: the software finally does the work it was supposed to, and the process around it doesn't depend on one person remembering every step.
Book a CallIf a buyer looked at your books tomorrow, would they trust what they saw?
Best for: owners planning to sell in the next one to three years, owners already approached by a buyer or broker, or owners evaluating a bolt-on acquisition of their own.
Most deals don't fall apart at the offer. They fall apart in diligence, when messy books turn a strong business into a buyer who walks. We normalize your financials, document every add-back with a paper trail, and flag anything that would slow a deal down or shrink an offer.
What success looks like: no last-minute re-trade on price because something in the numbers didn't hold up.
Book a Call
Not sure which tier you need?
Most owners start with one service and expand once we've proven the fit. A single call tells us both.
Need the tax side handled too? Our sister brand, The Tax Squad, does tax preparation and planning for businesses and individuals, from the same McKinney office.
Visit The Tax Squad →