Owner-managed businesses,
charities, and the ones that look like them.

We take over the close, build a board pack the owner actually reads, and become the finance partner who can say “don't raise yet” or “yes, hire that person.” Most SMB clients have never had a senior accountant on their books. The conversation changes.

Different reporting language, different audience — the board, the funder, the regulator — and a margin for error closer to zero. We handle fund accounting, charity returns, grant compliance, and a board-pack format built for volunteer directors who read it on a Sunday night.

We sit in the CFO seat — typically two days a week — and build the model, the board pack, and the cash discipline that the next phase demands. For some clients we stay; for others, we hand off to a full-time hire when the math flips.