Transitional Accounting Services for the In-Between Stage
You’ve outgrown your bookkeeper but aren’t sure what’s next—we bridge the gap with expert systems you can own once you bring your accounting in house
Thinking about hiring a CFO? Not so fast. You may not need to hire a $150,000-level person just yet.
You’re frustrated that your bookkeeper can’t provide reporting that allows you to actually manage your business. The only solution you’ve heard of is a fractional CFO or a Controller.
There’s something better—transitional accounting. Let us fill the gap between your bookkeeper and your first professional accounting hire.
We will organize your finances better and ensure your expenses are allocated properly for day-to-day business management. Nothing missed, nothing coded improperly, and true visibility into your profit and cash flow.
Who This Is For
The Growing Business
✓ Seeking financial reporting optimized for day-to-day business management
✓ Current bookkeeper can’t handle increasing complexity
✓ Needs better financial insights but not a full-time CFO
The Forward-Thinking Owner
✓ Planning for sustainable growth and future accounting needs
✓ Values structure, systems, and documentation
✓ Wants to invest in processes they will own and maintain when they have an in-house accounting team
What You Get
Documented Systems
Financial Clarity
Transition Planning
What Makes This Different
We build it right. You take it from there.
Not Dependency, But Transfer
Ownership of Your Processes
Training Built-In
Your Transition Roadmap
Discovery
Documentation
Training
We train you or your team on all systems with hands-on guidance