OUR SERVICES
We offer a wide array of professional and constantly optimized services aimed at simplifying your life
The Financial Support Your Firm Needs to Run Better
Your books, projects, cash flow, and purchasing decisions are connected. Our services are designed to work together—giving you reliable financials today and better visibility into what comes next.
Bookkeeping
We keep your financials accurate, current, and organized with dependable bookkeeping, reconciliations, month-end close, and reporting
Explore Bookkeeping Services
CFO
We help you understand cash flow, project profitability, budgets, forecasts, and financial trends so you can plan with greater confidence
Procurement
We help manage the financial side of procurement—from ordering, purchase tracking, and vendor payments to reconciliations and reporting
Built for Project-Based Firms
We specialize in the financial needs of interior design and architectural firms—businesses where project performance, billing, cash flow, and profitability are closely connected.
Interior Designers
Financial support built around the way design firms operate, from Studio Designer and project accounting to procurement, cash flow, and margin visibility.
Architects
Clean books and decision-ready reporting that help architecture firms understand project profitability, utilization, WIP, and cash flow.
How We Work Together
Your financial systems work best when each piece supports the next1
Bookkeeping for Day-to-Day
Creates a clean, reliable financial foundation that you can build from
2
CFO for Navigating the Future
Turns those numbers into insight, forecasting, and better decisions
3
Procurement to Lighten the Load
Get project purchasing support to keep your focus on design
Bookkeeping & CFO Packages
Starter
Bi-Weekly Bookkeeping support to help you cover the basics so you can focus on sales and delivery
Growth
Weekly Bookkeeping plus quarterly CFO support to bring clarity to the future so you can plan with confidence
Accelerator
Twice-a-week bookkeeping and monthly CFO support to provide ultimate control over your firm's growth
Bookkeeping
Transactions & reconciliations
Payroll
Sales tax filings
Software setup & training
Year end close (1099s, W2s)
Invoice prep
Bill payments
Advanced Reporting
Month end financial analysis
Weekly financial dashboard
Budgeting
Operating expense analysis
Cash flow forecasting (12 month)
Cash flow forecasting (rolling 12 weeks)
Job performance audits
Billable hour forecasting
Owner comp analysis
Professional Support
Dedicated Slack Channel
Bookkeeping Call
Monthly
As needed
CFO Call
Quarterly
Monthly
Procurement
Dedicated Coordinator
Optional
Optional
Optional
Schedule a free consultation
FAQs
How do I know which package is right for my firm?
We’ll look at your current financial processes, reporting needs, transaction volume, and level of support to recommend the best fit.
Can we start with bookkeeping and add CFO support later?
Yes. Many firms start by getting their books clean and consistent, then add CFO support as their reporting and planning needs grow.
Is procurement available to every client?
Procurement support depends on your firm’s needs and workflow. We’ll determine whether it makes sense as part of your overall accounting setup.
Do you specialize in certain types of firms?
Yes. Our services are built primarily for interior design and architectural firms with project-based financial needs.
Can you work with our current accounting and project systems?
We review your existing systems and workflows, then improve how accounting, billing, time tracking, reporting, and related tools work together.
What happens if our books need cleanup first?
That’s common. We can begin with cleanup, establish a reliable financial baseline, and then move into ongoing support.
Let’s Build the Right Financial Support for Your Firm