05
Most requested
CFO Advisory
Forecasting, cash management, KPIs and the judgment calls — without a full-time hire.
See the detail →
Services
Financial expertise, built around your business.
Eight services, one partner. Start with clean, reconciled books — then add forecasting, cash flow, KPIs and CFO advisory whenever you are ready. Every engagement begins with a free consultation and a QuickBooks health check.
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Services
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Partner
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Off first cleanup
Every engagement
Free QuickBooks health check
The full list
Everything we do, in one place
Pick a service to jump to its detail. As you read, the card here tracks where you are.
01
Monthly Bookkeeping
Reconciled records on a set schedule so you always know where the business stands.
02
Payroll Processing
Employees and contractors paid on time, with the filings that keep you compliant.
03
Cleanups and Catchups
Records rebuilt month by month until everything ties out and the numbers hold.
04
Receivables Management
Invoices tracked and chased on a schedule so incoming cash stays predictable.
06
Cash Flow Forecasting & Management
A clear projection of money in and out, weeks ahead of the bank balance.
07
Budgeting and KPI Tracking
Targets to manage against, and the metrics that move the business toward its goals.
08
Management Advisory
A clear read on the finances and a sounding board for what to do next.
01
Monthly Bookkeeping
Every transaction recorded, categorized and reconciled on a set monthly schedule — so your financials are ready when you need them, not scrambled together at tax time.
- Bank and credit-card reconciliation to statements
- Consistently categorized income and expenses
- Monthly profit & loss, balance sheet and cash summary
- A named bookkeeper who knows your account
02
Payroll Processing
Employees and contractors paid accurately and on time, with the tax filings and records that keep you compliant with the IRS and your state.
- Scheduled pay runs for W-2 employees and 1099 contractors
- Federal, state and local payroll tax filings and payments
- Year-end W-2 and 1099 preparation
- New-hire onboarding and direct-deposit setup
03
Cleanups and Catchups
Behind on the books, or inherited a mess? We rebuild your records month by month until every account ties out and you can trust the numbers again.
- Historical transaction review and re-categorization
- Every account reconciled back to its statements
- Corrected opening balances and prior periods
- A clean file handed back, ready for filing or reporting
04
Receivables Management
Unchased invoices are unpaid invoices. We track what is owed, follow up on a schedule, and keep your incoming cash consistent.
- Invoice issuing and accounts-receivable aging
- Scheduled B2B follow-up on outstanding balances
- Payment application and account reconciliation
- Weekly receivables reporting
05 · Most requested
CFO Advisory
A strategic financial partner in your corner — forecasting, cash management, KPIs and the judgment calls — without the cost of a full-time hire. We build the model, watch the cash, set the targets and sit with you while the decisions get made.
- Rolling cash-flow forecast and monitoring
- Profitability and margin analysis by product, service or client
- KPI dashboard with a monthly review meeting
- Scenario planning for pricing, hiring and growth
06
Cash Flow Forecasting & Management
A clear projection of money in and money out, weeks ahead — so you can make decisions before the bank balance forces them.
- 13-week rolling cash forecast
- Inflow and outflow tracking against the plan
- Early alerts for tight weeks
- Recommendations to smooth the cycle
07
Budgeting and KPI Tracking
Targets you can manage against. We build the budget, then track the metrics that actually move your business toward its goals.
- Annual budget build with quarterly re-forecasts
- Budget-vs-actual reporting each month
- A custom KPI set for your business model
- A monthly performance review
08
Management Advisory
For owners who need a clear read on the finances and a sounding board for what to do next — operations, pricing, structure and priorities.
- Financial review in plain language
- Operational and pricing guidance
- Priority setting and next-step planning
- On-call support between meetings
One partner, not eight vendors
Bookkeeping, payroll and CFO advisory handled by the same team — so nothing falls between the cracks.
CFO Advisory, up close
Five things a fractional CFO actually watches for you
It rotates on its own — or pick one.
Focus 01
Revenue
Where sales are actually coming from, which lines are growing, and where the next dollar is easiest to earn.
Focus 02
Profitability
Margin by product, service and client — so pricing and effort go where they pay off.
Focus 03
Cash Flow
A 13-week view of money in and out, with the tight weeks flagged early enough to act.
Focus 04
KPIs
The five or six numbers that actually predict your month — on one dashboard, reviewed together.
Focus 05
Forecasting
Where the numbers are heading if nothing changes — and what each decision does to that line.
How it works
From first call to steady rhythm
01
Connect
A free consultation and a QuickBooks health check. We look at how transactions are recorded, what is reconciled, and what needs work — then walk you through exactly what we found.
02
Organize
Cleanups, catchups and payroll set up correctly. Once the file is current, we move to a monthly close that keeps it that way.
03
Strategize
Forecasting, budgets and a KPI review translate the numbers into decisions — pricing, hiring, spending and timing.
04
Grow
Ongoing CFO advisory as the business scales, with profit and cash flow always in view.
Getting started
Start with a free consultation and a QuickBooks health check
New clients get 0% off their initial audit and cleanup. No long-term contract to begin — just a clear picture of where things stand.
FAQ
Common questions
No. We work in QuickBooks Online for most clients, but we assess your current setup during the free health check and only recommend a change if it is genuinely holding you back.
Owner-run businesses across services, trades, professional practices, e-commerce and B2B. Most clients sit between roughly $250K and $10M in annual revenue.
A typical cleanup runs two to six weeks depending on how far behind the records are and how many accounts are involved. You get a firm timeline after we review the file.
Yes — most clients do. Clean, reconciled books come first; the advisory layer is added whenever you are ready for it.
Yes. We are based in Hammond, LA and serve clients across Louisiana, Texas and Florida, working remotely with secure document sharing.
Next step
Not sure which service fits?
Let's work it out together. A free 30-minute consultation — we look at your books and tell you exactly what would help most, with no pressure to sign anything.
On the call, we will
- Look through your current books and how they're set up
- Flag what needs cleanup or attention right now
- Recommend the services that actually fit — and what they would cost