A Lab of Services
Fractional CFO Services
Fractional CFO Services
Strategic Financial Planning
Cash flow forecasting, scenario modeling, and runway tracking aligned to your organization’s size, risk tolerance, and growth goals.Budgeting and Forecasting
Development of detailed, flexible annual budgets and rolling forecasts with integrated assumptions, accountability tracking, and variance analysis.Board and Investor Reporting
Preparation of governance-ready financials and reporting packages, including custom dashboards, KPIs, and narrative analysis for executive and board-level audiences.Pricing and Margin Analysis
Evaluation of product or service-level profitability, cost structures, and pricing strategies to improve contribution margin and long-term sustainability.Treasury and Capital Management
Support in capital allocation decisions, cash management, and balancing debt versus equity financing based on your organization’s needs.Fundraising and Transaction Support
Support in preparing financial models, investor materials, and diligence-ready data rooms for grants, fundraising, or M&A — even if the deal is exploratory.
Accounting & Bookkeeping Services
Accounting & Bookkeeping Operations
Month-End Close
Structured and documented monthly close processes, including accruals, reconciliations, and adjustments to produce GAAP-aligned financial statements.Clean, Timely Bookkeeping
Categorization, reconciliation, and journal entries completed on a regular cadence — designed to support accurate and timely reporting.Payroll and Benefits Accounting
Coordination of payroll journal entries, tax filing support, and accounting for benefits and withholdings across platforms like Gusto or Paychex.Accounts Payable and Receivable
Establishment of workflows to track outstanding invoices, aging schedules, vendor terms, and collections strategy.Sales Tax Compliance
Oversight of state registrations, tax collection coding, reporting setup, and prep for filing across jurisdictions.Cloud-Based System Implementation
Setup and optimization of accounting and finance systems such as QuickBooks Online, Ramp, and other SaaS integrations to enable automation and reduce manual errors.
Advisory & Financial Services
Advisory & Financial Infrastructure
Custom Financial Dashboards
Development of real-time or periodic dashboards surfacing key business drivers for decision-making.Operational Financial Strategy
Translation of financial data into actionable recommendations tied to cost control, growth, and risk.SOP Development and Documentation
Creation of internal procedures for bookkeeping, approvals, expense policies, and systems use—scalable across teams.Audit Preparation & Compliance Review
Pre-audit cleanup, schedule prep (PBC), internal control reviews, and audit liaison support.Board & Leadership Reporting
Creation of clear, concise financial communications aligned with strategy, KPIs, and narrative storytelling.
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