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Monthly Accounting for Small Businesses

Ongoing Financial Support That’s Actually Useful

From tracking KPIs to managing cash flow, we work with you every month to help your business stay healthy and profitable.

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Group 2609500 7
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Bookkeeper. Accountant. CFO.
All in One.

You don’t need three different people to manage your financials—you just need one team that knows what they’re doing. We handle the monthly accounting, provide clear reporting, and help you use the numbers to make decisions. Whether it’s a hiring plan, pricing update, or simply staying on top of cash flow, we make sure your financials are actually working for you—not just getting filed away.
What we do

Work with accountants who take an active role in your financials

pyramid

We’re not here to passively “record the past.” We work with you every month to stay ahead of the numbers and focus on profitability, visibility, and growth.

  • KPI Tracking
  • Budget Creation
  • 1:1 Financial Coaching
  • Personal & Business Finances
  • Cash Flow Management
  • Financial Forecasting
  • Income Stream Creation
  • Profitability Growth
  • Monthly Analysis
  • Growth Strategy
  • Business Structure
  • Ongoing Reviews
accounting for law firms done differently

It’s like having an in-house
accounting department

corner

We’re in your
corner

When something changes or a question pops up, we’re already up to speed. We don’t just close the books—we’re part of your team.
financial

Full financial
visibility

No more vague reports or endless spreadsheets. We give you clean, useful numbers—plus the context to actually understand what they mean.
coach

Your personal
financial coach

Need help making sense of the numbers? We walk through them with you, highlight what matters, and help you plan what’s next.

Don't Just Take Our Word For It!

You don’t need another report. You need a financial partner.

Let’s stop the second-guessing and get your numbers working for you. We’ll help you understand what’s really going on—and what to do next.

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Remote CFO, controller, and accounting support for businesses that have outgrown basic bookkeeping.

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Services

Get in Touch

Coppell, TX

469-993-9998

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