Bookkeeping, Controller & Fractional CFO Services

Clear books.
Confident moves.
Room to grow.

From dependable books to outsourced Controller and fractional CFO support, get the accounting and financial guidance your business needs to grow.

Monthly support · Thoughtful oversight · Construction expertise

The bigger pictureNoahX / 01
MONTHLY FINANCIAL REVIEWIllustrative

Clarity, every month.

Understand the past. Plan the next move.

Books & reconciliationsFOUNDATION
Reporting & closeOVERSIGHT
Cash flow & planningDIRECTION
Less guesswork. A more informed next step.
✓   Clear scope, agreed together
✓   Human judgment at the center
✓   Support built around your business
One partner. The right support.

From the monthly close
to the next big decision.

Start with what you need now. Add financial oversight as your business grows.

01 / FINANCIAL SUPPORT

Client Accounting Services (CAS)

Monthly bookkeeping, reconciliations, financial statements, and supporting schedules, connected in one outsourced accounting service.

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02 / FINANCIAL SUPPORT

AP & AR Support

Bill workflows, invoicing, aging reports, and follow-up support, with payment approvals kept in your hands.

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03 / FINANCIAL SUPPORT

Outsourced Controller

Close management, reporting consistency, internal controls, and financial oversight for your growing business.

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04 / FINANCIAL SUPPORT

Fractional CFO

Budgets, cash-flow forecasts, scenarios, and a financial partner for the decisions that shape your business.

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05 / FINANCIAL SUPPORT

Construction Accounting

Job costing, WIP schedule preparation and review, retainage, billing positions, and cash planning for contractors and project-based businesses.

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06 / FINANCIAL SUPPORT

Audit Readiness & Auditor Support

Prepare reconciled books, supporting schedules, documentation, and responses for your external auditor. Preparation and coordination only; no audit opinion or assurance.

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A specialty in construction

Know the job.
Know the numbers.

Project-based businesses need more than a company-wide profit and loss. Connect your books to job costs, WIP, retainage, and the cash demands of your next project.

Job costingWIP reviewRetainageProject cash flow

BUILT FOR THE WAY PROJECT BUSINESSES WORK

A straightforward start

Better books begin
with a conversation.

See how it works ↗
01 / UNDERSTAND

Tell us where you are.

We discuss your business, your books, and the decisions you need help making.

02 / ALIGN

Agree on the right scope.

Review a tailored proposal with responsibilities, pricing, and a clear onboarding plan.

03 / BUILD MOMENTUM

Create a dependable rhythm.

Establish a close and reporting cadence, with space to review what the numbers mean.

A few things you might be wondering

Start with clarity.

Can you help if my books are behind?

Yes. We can scope cleanup and catch-up work before recurring bookkeeping. We assess the records before proposing a timeline or fee.

Do you work outside construction?

Yes. Our services support small businesses across industries. Construction is a focused specialization.

How much does it cost?

Pricing depends on volume, accounts, entities, reporting needs, and the condition of your books. Scope and pricing are agreed before work begins.

Will you replace my tax preparer?

We focus on bookkeeping and financial management and can coordinate with your tax professional. Tax filing, audit, and assurance are not included in the service offering.

A clearer financial picture starts here

Let’s make room for
your next chapter.

Tell us where your business is today. We’ll help define the support that fits.

Request a discovery call ↗