Our Services
We handle the complexity of compliance and risk management so you can focus on the mission. Modern accounting, proactive tax strategy, and fractional CFO leadership—tailored for North Carolina’s brightest founders.
Best For: Solo-preneurs and micro-businesses (under $250k revenue) who just need their "books clean and taxes done."
Bookkeeping: Monthly reconciliation of up to 2 bank/credit card accounts.
Tax: Annual Federal and North Carolina business tax filings.
Tech Stack: Access to TaxDome portal and Dext for receipt scanning.
Support: Email-only support with a 48-hour response time.
Best For: Scaling startups ($250k – $1.5M revenue) with employees and a need for monthly performance visibility.
Bookkeeping: Weekly categorization and reconciliation of up to 5 accounts.
Payroll: Full-service administration (up to 10 employees).
Tax: Annual filings plus Quarterly Tax Projections to avoid surprises.
Advisory: Monthly visual reporting dashboard and a 30-minute "Pulse Check" call.
Support: Priority email and scheduled Zoom support.
Best For: Venture-backed startups or established companies ($1.5M+ revenue) requiring high-level strategic leadership.
Accounting: Daily sync, full Accounts Payable (Bill Pay), and Accounts Receivable management.
Payroll: Advanced HR support and multi-state compliance.
Tax: Comprehensive tax planning, R&D credit studies, and audit representation.
CFO Services: * Rolling 12-month Cash Flow Forecasting.
Budget vs. Actual (BvA) deep dives.
Investor Deck and fundraising support.
Support: Direct IM access(Google Chat) and weekly strategy syncs.
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