Services

Seven service areas across accounting and IT. Take one, take a few, or bundle them into a single engagement.

Project and hourly work also available.

Accounting & Advisory

Clean books, cost control, and CFO-level guidance.

Service 01

Bookkeeping & Accounting Cleanup

Who it’s for: Businesses that need clean, current, and useful books.

What’s included

  • Monthly close
  • Bank, credit card, AR and AP reconciliation
  • Journal entries and adjustments
  • Financial statement preparation
  • Owner summary package

Deliverables

  • Monthly P&L and balance sheet
  • Cash summary
  • AR / AP aging
  • Exception report

Custom packages — let’s talk.

Service 02

Cost Accounting & Job Cost Visibility

Who it’s for: Contractors, remodelers, and project-based businesses that need to know which jobs make money.

What’s included

  • Job cost structure design
  • Materials, labor, and subcontractor tracking
  • Budget vs. actual reporting
  • Cost dashboard design
  • Inventory / COGS mapping

Deliverables

  • Job cost chart of accounts
  • Project cost dashboard
  • Cost leakage summary

Service 03

Fractional CFO & Controller Advisory

Who it’s for: Owners who want insight, forecasting, and a strategic financial partner.

What’s included

  • Monthly financial review
  • Cash flow visibility
  • KPI dashboards
  • Budgeting and forecasting
  • Owner decision support
  • Lender package support

Lean in: fractional CFO-level thinking without the full-time cost.

Service 04

ERP / POS Accounting Integrity Diagnostic

Who it’s for: Retail, florists, inventory-heavy businesses, and e-commerce with POS/ERP integrations.

Your system says you made money. Your bank account disagrees.

What’s included

  • GL mapping review
  • Revenue, payment, and tax mapping
  • Subledger reconciliation
  • Gift card, deposit, and refund lifecycle testing

Deliverables

  • Executive risk report
  • Control gap matrix
  • Remediation roadmap

Timeline: 3–5 weeks.

IT & Infrastructure

Organized users, devices, and policies that keep the business running and protected.

Service 05

IT Structure & Systems Review

Who it’s for: Businesses outgrowing informal IT — scattered accounts, mixed devices, no clear policies — moving off personal email, or switching providers.

What’s included

  • Business email setup, migration & mailbox configuration
  • User and license review
  • Google Workspace administration and other productivity platforms
  • Device management and standards
  • IT policy creation
  • Onboarding / offboarding documentation
  • Software and hardware recommendations

Available as a managed tier or a fixed-scope project.

Covered

Starting point for small teams.

  • Remote troubleshooting
  • Email / Google Workspace support
  • VPN and basic security
  • Up to 5 users
  • 2-business-day response guarantee

Controlled

Popular

Everything in Covered, plus structure.

  • IT policy creation
  • Onboarding / offboarding docs
  • Software & hardware recommendations
  • Remote device management
  • Up to 15 users · monthly written report
  • 1-business-day response

Directed

Everything in Controlled, plus a vCIO.

  • Fractional IT director / vCIO
  • IT roadmap & vendor management
  • Project management & security audit
  • Unlimited users / multi-location
  • Same-day response
  • Monthly phishing / security training

Service 06

IT Risk Snapshot

A one-time assessment. Price varies by headcount.

What’s included

  • Multi-factor authentication coverage
  • Password and credential process
  • Backup and tested restore
  • Windows patch status
  • Endpoint protection status
  • Offboarding and access removal

Delivered as a scored, multi-point report.

Service 07

Online Backup

Not available as a one-time service — offered only as an ongoing monthly service.

Who it’s for: Businesses that want to protect valuable data and safeguard important content.

What’s included

  • Protection for up to 3 TB of your business files*
  • Encrypted backups, so your data stays private
  • Backups on the schedule your business needs
  • Regular test restores, because a backup you’ve never tested is just a hope

* Additional storage amounts available for an additional monthly cost.

Packaged offers

Fixed-scope engagements with clear timelines.

Packaged offers and timelines
Package
Business Systems Diagnostic2–3 weeks
30-Day Stabilization Sprint30 days
60–90 Day Accounting & Systems Reset60–90 days
ERP Accounting Integrity Diagnostic3–5 weeks
Monthly Accounting + IT Control Retainerper month

Prefer ongoing support? Ask about the Monthly Accounting + IT Control Retainer.

Common questions

Do you do taxes?
No — tax preparation is not part of our service mix. We work alongside your CPA.
Do I need QuickBooks?
Not necessarily — we work with what you have and recommend upgrades only when it matters.
Can I get just accounting, or just IT?
Yes — services can be scoped separately or bundled together.
How do I get started?
Book a free 30-minute Systems Risk Call and we’ll tell you what we see.
Still have questions? Let’s talk

Not sure which service you need?

Book a free 30-minute Systems Risk Call — we’ll tell you what we see.

Book a Systems Risk Call →