Accounting
Numbers you can run a business on.
From clean monthly books to a fractional CFO at the table. Accounting built for owners who want to understand their business, and books ready for tax planning every month of the year.
Who we serve
- Service businesses and agencies
- Medical and professional practices
- E-commerce and Shopify brands
- Real estate companies and investors
- Construction and project businesses
- Creators and media companies
Bookkeeping tells you what happened. Reporting tells you why. A CFO tells you what to do next.
Most owners get the first and never reach the other two. We build all three on the same books, and because our accounting team sits next to our tax strategists, your financials are always ready for the next planning decision.
Service Levels
Start where you are. Grow into what you need.
Bookkeeping and Monthly Close
Accurate books, closed every month.
The foundation every report, tax return, and lender package depends on.
Advanced Financial Reporting
Reports that explain the business.
Beyond a P&L: the views that show where profit comes from, where cash goes, and what is changing.
Fractional CFO
Strategic finance, without the full-time salary.
A senior finance partner who knows your numbers, meets with you on a set cadence, and connects every decision to its tax effect.
Forecasting and Scenario Modeling
Three-statement forecasts and what-if models for hiring, expansion, pricing, and financing decisions.
- Forecasts
- Scenarios
Pricing and Margin Strategy
Pricing tested against true cost and market position, with margin targets by line of business.
- Pricing
- Margins
Cash Leak Detection and Cost Reduction
A line-by-line review of spending, subscriptions, vendor terms, and fees to find cash that is leaving without a return.
- Cost review
- Vendor terms
Lender and Investor Packages
Financial packages for bank loans, SBA financing, and investors, prepared to the standard reviewers expect.
- SBA
- Bank financing
- Investor reporting
Board and Partner Reporting
Quarterly reporting for partners, boards, and stakeholders with the narrative behind the numbers.
- Board decks
- Partner reports
Transaction and Exit Readiness
Clean, defensible financials and quality of earnings preparation ahead of a sale, merger, or capital raise.
- Exit readiness
- Due diligence
Tax-Integrated Decisions
Every major financial decision reviewed with our tax strategists before it is made, not after.
- Tax planning
- Entity strategy
Process
How we start
- 01
Discovery
We review your current books, systems, and the decisions you need the numbers to support.
- 02
Cleanup and Setup
We reconcile history, rebuild the chart of accounts where needed, and connect your platforms.
- 03
Monthly Close
Books are closed on a set schedule and reports delivered on the same day each month.
- 04
Review
We walk through the results with you and connect them to tax and business decisions.
Questions
Frequently asked
Do you work in QuickBooks Online?
Yes. QuickBooks Online is our primary platform, and we connect it to your bank, payroll, and sales platforms.
My books are behind. Can you still help?
Yes. Cleanup and catch-up work is one of our most common starting points, and it is scoped before any work begins.
What is the difference between bookkeeping and a fractional CFO?
Bookkeeping records transactions accurately. A fractional CFO uses those records to forecast, price, plan cash, and advise on decisions.
Will my accounting connect to my tax planning?
Yes. Our accounting and tax teams work from the same books, so planning decisions are made on current numbers and year-end filing has no surprises.
Also at Quint
One firm. Three disciplines working from the same numbers.
Planning, preparation, and accounting share one team and one set of books, so the strategy we design is the strategy that shows up on your return.
Tax Planning
Preparation reports on the year that happened. Planning shapes the year ahead.
Explore Tax Planning
See your business clearly, every month.
Book a Strategy Session and we will review your books and recommend the right level of support.