Financial expertise, built around your business.
Many services, one partner. Start with clean, reconciled books then add payroll and CFO advisory whenever you are ready.
Everything you need, all in one place
Monthly Bookkeeping
Reconciled records, every month.
Learn more →Payroll Processing
Employees, contractors, filings handled.
Learn more →Receivables Management
Invoices tracked and chased for you.
Learn more →CFO Advisory
Forecasting, cash flow, KPIs.
Learn more →Cash Flow Forecasting & Management
Money in, money out, projected.
Learn more →Client Billing & Invoicing
Invoices prepared and sent for you.
Learn more →Business Registration Services
Secretary of State filings, EIN registration.
Learn more →Financial Statement Preparation
License applications, filings, net worth.
Learn more →Monthly Bookkeeping
Every transaction recorded, categorized and reconciled on a set monthly schedule so your financials are ready when you need them.
- Bank and credit-card reconciliation to statements
- Consistently categorized income and expenses
- Monthly profit & loss and balance sheet statements
- A named bookkeeper who knows your account
Payroll Processing
Employees and contractors paid accurately and on time, with 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
Cleanups and Catchups
Behind on the books, or inherited a mess? We rebuild your records month by month until every account balances so 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
Receivables Management
Past due invoices are unpaid invoices. We track what is owed, follow up on a schedule, and keep your cash flow moving.
- Invoice issuing and accounts-receivable aging
- Scheduled B2B follow-up on outstanding balances
- Payment application and account reconciliation
- Monthly receivables reporting
CFO Advisory
A strategic financial partner in your corner. Forecasting, cash flow management and KPIs 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
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.
- Inflow and outflow tracking against the plan
- Early alerts for tight weeks
- Recommendations to smooth the cycle
Client Billing & Invoicing
Accurate and timely preparation and sending of customer invoices so you can stay organized, get paid faster, and keep your cash flow moving.
- Invoice preparation and delivery on your schedule
- Consistent billing terms applied across every customer
- Payments recorded and applied as they arrive
- A clear view of what has been billed and what is outstanding
Business Registration Services
Complete business registration services, including Secretary of State filings, EIN registration, and required state and federal registrations to get your business up and running properly.
- Secretary of State filings and entity setup
- EIN registration with the IRS
- State and federal registrations as required
- Guidance on what your business actually needs to file
Financial Statement Preparation
Professional financial statements prepared for business needs, including Louisiana contractor license applications and bankruptcy filings, with accurate calculation of your net worth.
- Statements prepared for Louisiana contractor license applications
- Statements prepared for bankruptcy filings
- Accurate calculation of your net worth
- Presented in the format the requesting body expects
Bookkeeping, payroll and CFO advisory handled by the same team so nothing falls between the cracks.
What clients say
The top three things a fractional CFO watches for you
Revenue
Where sales are actually coming from, which lines are growing, and where the next dollar is easiest to earn.
Profitability
Margin by product, service and client, so pricing and effort go where they pay off.
Cash Flow
A 13-week view of money in and out, with the tight weeks flagged early enough to act.
Common questions
Our team specializes in Quickbooks Online. If you are new to Quickbooks Online, we’d be happy to pass our ProAdvisor discount on to you to save on the monthly Quickbooks subscription fee.
We work with businesses of all sizes and ages, from start ups to decades old businesses, located all across the United States. We are a generalist firm and have experience partnering with businesses in a variety of industries.
Cleanup time ranges depending on how many months or years need to be cleaned. Once we review your books we will provide a timeline for completion.
Yes. Clean books are a requirement for accurate CFO advisory, so once you are ready, we will be.
Yes, our office is in Hammond, outside of the New Orleans area, and we serve clients across the country.