Growing across states and partners,
with books that are not ready for a lender?
Bookkeeping and fractional CFO work for professional firms and service businesses. We handle multi-state payroll and filings, partner distributions, and books clean enough for a lender or a buyer.
Where the Numbers Usually Break
Employees in new states, and payroll registrations and filings that never caught up.
Partner draws and distributions tracked informally.
Books that work for taxes but fall apart when a lender asks questions.
No view of profit by service line or client.
What We Set Up
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Multi-state payroll and filing tracking and cleanup
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Partner distribution and capital account tracking
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Profit by service line, location, or client
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Lender- and buyer-ready financial statements
What You Get Every Month
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Books closed on a schedule
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Financials you can hand to a bank without explaining them
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Budget versus actual and an updated cash flow forecast
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A review call with Julia
Cash Flow, Budgets, and Forecasts
We plan cash around payroll, partner distributions, and tax payments across every state you operate in. We also build an annual budget, plus forecasts before you hire, expand into a new state, or take on debt.
Who This Is For
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Firms with partners or owners taking distributions
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Service businesses with employees and filings in several states
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Owners preparing for a loan, an investor, or a sale
Pricing
Monthly plans start at $800. Cash flow forecasting is part of CFO Partner. Budgets and scenario forecasts are part of Strategic Growth. See all plans on the Services page.
Questions Service Business Owners Ask
Can you fix payroll and filings set up in the wrong states?
Yes. We track where your people work and get multi-state payroll and filings in order, coordinating with your payroll provider and CPA.
How do you handle partner distributions?
We track each partner's distributions and capital, so year-end is not a reconstruction.
How long before our books are lender-ready?
It depends on where they start. Cleanup comes first, then monthly closes keep the books ready.
Books clean enough for a lender or a buyer.
Book a free 20-minute call. No sales pressure, just a real conversation about your firm, your numbers, and what clarity would look like.