Finance that understands how your business makes money.
Every industry has its own revenue model, metrics and pitfalls. We've worked inside these businesses, so we start with the right questions.
SaaS & tech startups
Seed to Series B founders and tech-enabled companies.
What we handle
- Burn and runway you can trust
- ARR, churn and bookings reporting
- Investor-ready financials and models
Why us
Our founder took a SaaS company from $1.9M to $4.5M in ARR and through a $21M acquisition.
Healthcare practices
Treatment centers, physician and dental groups, therapy and specialty clinics.
What we handle
- Revenue cycle and AR reporting
- Payer and census reconciliation
- A fast, audit-ready monthly close
Why us
Four years on a national firm's healthcare audit team, then a 5-day close as controller of a behavioral health provider.
Professional services
Consulting, legal, staffing and boutique firms earning $500K to $10M.
What we handle
- Margin by client and engagement
- Contract and PO tracking
- Cash flow that keeps up with payroll
Why us
We build time-to-invoice workflows so billable work turns into cash quickly.
Creative & marketing agencies
Agencies and creator-led businesses with project and retainer revenue.
What we handle
- Project profitability
- Contractor payments and 1099s
- Pricing and capacity planning
Why us
Know which clients and services actually make money before you hire the next person.
Franchise systems
Franchisors with royalties, franchise fees and company-owned locations.
What we handle
- Royalty and brand fund reporting
- Multi-entity consolidation
- Deferred franchise fee accounting
Why us
We rebuilt the finance function of a five-entity franchisor in about 100 days.
Family offices & high-net-worth individuals
Entrepreneurs and families managing several entities and investments.
What we handle
- Multi-entity bookkeeping
- Investment and cash tracking
- Bill pay and household finance oversight
Why us
Enterprise-level discipline for personal and private holdings, with privacy built in.
New companies & US subsidiaries
New ventures, pre-openings and international firms launching in the US.
What we handle
- Accounting set up right from day one
- Payroll, PEO and spend platform setup
- Budgets and reporting for owners or a parent company
Why us
We've taken a new US subsidiary from no systems to a board-ready package in five months.
Let's look at your numbers together.
A free 30-minute consultation. We'll talk through where your finances are today, what's slowing you down and what a fractional finance team would change.