We help small and mid-sized businesses automate financial workflows, build real-time dashboards, and eliminate manual reporting — using the Microsoft tools you already own. From business formation to financial operations, we're your partner from day one.
Whether you're forming a new business or need to get your systems set up properly, these services give you a solid foundation to grow from.
We handle the entire registration process on your behalf — entity filing, EIN acquisition, and document handoff. You tell us the details, we take care of the paperwork.
A professional, mobile-responsive website for your business — designed, built, and launched in under a week. Includes domain setup, basic SEO, and a walkthrough so you can update it yourself.
We set up your QBO the right way — proper chart of accounts structured for reporting and automation, connected bank feeds, invoice templates, and opening balances imported cleanly.
Get more from the tools you're already paying for. We configure SharePoint, Teams, shared mailboxes, and show your team how to actually use them.
Whether you need a long-term partner or a focused project, we deliver measurable results with fixed-scope engagements. No hourly billing surprises.
Recurring engagements for businesses that want continuous financial operations support.
Your outsourced financial operations lead. We manage your reporting, build and maintain automations, oversee your close process, and keep your back office running on rails — all at a fraction of a full-time hire.
We review your books monthly, verify reconciliations are current, flag unusual transactions, and deliver a one-page summary with any red flags. Think of it as a checkup for your finances.
A polished, presentation-ready financial summary — revenue trends, expense analysis, cash flow trajectory, and forward-looking insights. Perfect for partners, boards, or lenders.
Focused builds with clear deliverables. Most projects complete in 2–4 weeks.
Have a specific accounting or finance challenge? We build custom solutions — reconciliation templates, financial models, reporting packages, data transformations, and more. If it touches your numbers, we can help.
Messy books? We restructure your chart of accounts, reconcile discrepancies, fix misclassifications, and deliver analysis-ready financials — so your data actually tells the right story.
Custom Power BI dashboard connected to your accounting system. Auto-refreshing P&L, cash flow, and KPI views your leadership team can trust.
Automated workflows that handle reconciliation reminders, checklist tracking, task dependencies, and stakeholder notifications — your close process runs itself.
Automated invoice intake, approval routing via Teams, payment scheduling, and real-time aging visibility. Cut processing time by 60%+.
A 13-week rolling cash forecast built in Power BI. See exactly where your cash is headed, with alerts when balances approach critical thresholds.
A mobile-friendly app for receipt capture and expense submission, with automated approval routing and month-end reconciliation — no more chasing receipts.
Need a specific spreadsheet, dashboard, or reconciliation template? We build professional-grade financial tools tailored to how you actually work.
We build Excel and Power BI templates from scratch, designed around your specific workflows, chart of accounts, and reporting needs. No generic downloads — everything is purpose-built for your business.
Bank recs, credit card recs, intercompany recs, shipping invoice audits — we build structured reconciliation templates with built-in validation so your team catches errors before they become problems.
Polished financial reporting templates and interactive Power BI dashboards that pull data automatically. Stop rebuilding the same report every month — build it once, refresh forever.
We keep it simple. No six-month implementation timelines.
Free 30-minute call. We map your current workflows, identify bottlenecks, and estimate time and cost savings.
Fixed-price proposal within 48 hours. No hourly billing, no surprises. You know exactly what you're getting and what it costs.
We build your dashboards, automations, workflows, and systems. Most projects deliver in 2–4 weeks.
Hands-on walkthrough with your team so nothing feels like a black box. 30 days of post-delivery support included with every engagement.
Book a free 30-minute accounting & operations audit. We'll identify where you're losing time and money — and show you exactly how to fix it.