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From clean books to closed loans to a company ready for sale — one team covers the full arc of your financial life. Every service below has its own page: who it’s for, what’s included, how the process runs, and how we charge.
Forecasting, cash flow management, KPI reporting, board and lender packages, and a seasoned voice in every major decision — on a monthly retainer.
Fractional CFO services → 02 · FinancingLines of credit, term loans, SBA, construction, and refinancing — packaged, positioned, and placed the way banks want to see them.
Loan advisory → 03 · FoundationAccurate, current books — A/P, A/R, reconciliations, and monthly reporting — in English and Spanish, always bank-ready.
Bookkeeping services → 04 · Fixed scopeCash-to-accrual conversions, system cleanups and migrations, internal controls, audit readiness — defined scope, defined price.
Project work → 05 · The long gameQuality financials, normalized earnings, documented processes, and the story buyers pay premiums for — started 3–5 years out.
Exit preparation → 06 · TransactionsBuy-side and sell-side analysis, due diligence, quality-of-earnings support, and deal modeling — your interests at the center.
M&A support →That’s normal — most engagements start as one thing and become another. Book a no-cost intro call and we’ll diagnose before we scope.