Complex? Growing fast? Good.
The two things owners ask us most: “Can you handle our complexity?” and “Can you handle our size?” Here’s the honest answer to both.
Construction
Job & project costing · Progress billing and holdbacks · WIP and change orders · Subcontractor & T5018 tracking
Manufacturing
Inventory & raw materials · Cost of goods sold · Multi-location tracking · Landed cost & margins
Professional services
Retainers & recurring revenue · Utilization & realization · Project profitability · Multi-entity billing
Retail & trades
POS system integration · Daily sales reconciliation · Sales tax across jurisdictions · Seasonal cash planning
Straight answers, no jargon.
Still unsure? Your first consultation is free — we’ll look at your books together.
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Complexity is exactly what we do. Job costing, inventory, multi-entity, progress billing, WIP — the messy, moving-part businesses others avoid are our specialty. We’ll walk your specific setup on the first call.
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Yes. We work with businesses from $1M to $10M+ in revenue, and we intentionally cap Controller work at 6–10 clients at a time — so bigger, more complex books get real attention.
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That’s our specialty. Many clients start with a Catch-Up & Clean-Up project — we sort, reconcile, and rebuild the foundation, then keep it clean going forward. No judgment; the messier it feels, the more we can help.
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Your CPA files taxes and advises off the numbers — we make sure those numbers are right, every month. CPA firms regularly refer clients to us for exactly this reason: clean, organized books make year-end faster and cheaper.
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Bookkeeping records what happened. A Controller builds the processes that make those numbers trustworthy. A CFO uses the numbers to plan what’s next. We do all three — so you never have to start over with a new team as you grow.
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QuickBooks Online and Xero, plus the payroll, POS, and inventory tools that connect to them. We’re an Intuit QuickBooks ProAdvisor and Xero certified, and we’ll work in the system that fits your business.
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You get a fixed monthly quote based on your volume and complexity — no surprise hourly bills. Your first consultation is free, and you’ll leave it knowing exactly where you stand.
Let’s talk about where your numbers stand.
No judgment, no jargon — just a clear look at your books and honest next steps.