The six services
01BookkeepingYour books, done right and done on time.
Your books get done, but nobody owns what happens next. The month closes late, or it never really closes. The numbers land whenever they land, and so does your board pack.
The month ends on the day it should. The numbers are right, and you are not the one chasing them.
What we do not do. We do not file your taxes and we do not sign an audit opinion. Your CPA and your auditor still do that. We hand them books that are already right.
Talk about your books and your closeWhat is included
02PayablesBills get approved, paid, and recorded, without you touching them.
Bills arrive in three different inboxes. Someone types them in by hand. One gets paid twice, another gets paid late, and nobody can find who approved it.
Money goes out once, on time, and only after the right person said yes. Every payment is already in the books.
What we do not do. We never move your money ourselves. The bank access stays in your name and the final release stays yours. Everything before that is the part you stop touching.
Talk about bills and approvalsWhat is included
03ReceivablesInvoices go out, and someone chases what's owed.
Invoices go out when somebody remembers. A customer is sixty days late and nobody has called. Work gets delivered and never billed at all.
You get paid faster, and you stop writing off work you already did. What you sold, what you billed and what you report are the same number.
What we do not do. We do not take legal action against your customers, and we do not set your credit terms on our own. We chase, we escalate, and we tell you when to stop.
Talk about invoicing and collectionsWhat is included
04Financial Planning & AnalysisA forecast you can actually trust, updated as things change.
Your books are fine. They only tell you about last month. You cannot see how long your cash lasts without rebuilding a spreadsheet. The board asks one question and you lose days to it.
You stop reading about what happened. You start deciding what happens next. And the board pack arrives without you building it.
What we do not do. We do not hand you a plan and call it a forecast. The assumptions are yours, and we show you the bad case as clearly as the good one.
Finance teams shorten this to FP&A. If you are comparing providers, that is the term to search.
Talk about forecasting and reportingWhat is included
05Fractional CFOSomeone senior making the calls with you, not just reporting on them.
You do not need a full-time CFO yet. You do need someone who has done this before, in the room when you set a price, make a hire or read your runway.
You get a named senior owner who knows your business and answers for your month. Not an account manager, and not a queue.
What we do not do. We are not an officer of your company. We do not sign your filings and we do not take a board seat. We advise, we build, and you decide.
Talk about a fractional CFOWhat is included
06Fundraise & M&AReady the day a term sheet or a buyer shows up.
Something is coming that needs a CFO at the table. A round. A buyer. Your first audit. It is one moment, and you only get it once.
You walk in ready. If we already run your numbers, we arrive knowing them.
What we do not do. We do not introduce you to investors or buyers, and we are not your banker. We build the numbers you walk in with.
The people behind this have been through 15+ raises, acquisitions and exits, and both sides of Big 4 due diligence.
Talk about a raise, a sale or an auditWhat is included
Runs through all sixAutomation & ControlsNever bought on its own. It is what stops the work needing a person.
None of this is broken. It is just done by hand, every month. Then somebody takes a week off and it stops. This runs through the other six and takes the repeating work off people.
Work that used to depend on somebody remembering now runs on its own. Some of it runs on AI, and a person checks everything before it reaches you.
What we do not do. We do not sell you software and we do not build a platform of ours. Everything runs inside the systems you already own, documented there.
See what we would automate firstWhat is included
Three reasons this is different from what you have been quoted.
Tech-forward
Finance engineering, not traditional bookkeeping.
We put accountants and automation engineers on the same team, so the work that repeats stops being work. It is why the function does not get slower as the company gets bigger.
Built to scale with you
The first finance hire that keeps working as the last one.
One service at fifteen people, the whole function at two hundred and fifty. You are not rebuying the relationship each time you outgrow the last version of it.
Experienced where it counts
People who have run this, not just advised on it.
Big 4 diligence on both sides of the table, fifteen-plus years running the close, cash and reporting, and QuickBooks ProAdvisor certification on the team.
Questions, answered straight.
Why is there no price on this page?
Because we would have to invent one. The same six services cost different amounts at a fifteen-person company with one set of books and at a hundred-person group with three companies and two currencies. Publishing an average would mean quoting you one number today and a different one in six weeks, which is worse than saying nothing. You get your number in writing after the diagnostic and before any work starts.
How do you decide what we pay?
Three inputs. Which services you want us to run, how much volume goes through them, and how much of that volume is currently being handled by hand. The diagnostic measures all three. Then we quote one fixed monthly fee for the agreed scope, and it does not move unless the scope does.
Do you bill hourly?
No, and we will not. Hourly billing pays us to keep your finance function manual, because every hour we automate away is revenue we lose. A fixed fee means the opposite: every step we remove is a win for both of us. It also means you can budget. You know in January what finance costs you in November.
Do you discount?
No. The fee reflects the scope, so the honest way to bring it down is to run fewer services or fewer companies, and we will tell you which ones you can safely wait on. What we will not do is cut the price and quietly cut the team, which is what a discount usually turns out to mean.
Can we start with one service and add more later?
Yes. The usual order is whatever is on fire first, then the thing it was blocking. Adding a service is a scope change and a requote, not a fresh onboarding, because the same team already knows your business. Dropping one works the same way in reverse.
Do I need to understand finance myself?
No. That is the whole point of hiring us. What you need to be able to say is what decision you are trying to make. Turning that into numbers is our job, and we give you the answer in language you can repeat to your board without a glossary. If a term shows up in your reporting that you would rather not have to look up, tell us and it goes.
What if we already have a bookkeeper?
Then you already have part of Bookkeeping and we scope around it. We check what they produce, set the structure they work to, and own what comes out the other end. If you would rather run one team instead of two, we can take the recording on directly. Either way the accountability sits with us, which means how the process runs is our call.
Is this actually cheaper than hiring in the United States?
Yes, for the same scope. Two reasons, and neither is a trick. Our operators are based in Latin America, so senior finance work costs less to run. And a growing share of your work gets automated, so you are not paying salary for steps that no longer need a person. What we will not do is put a salary comparison chart on a website and imply it is your situation. Bring us the roles you were about to hire for and we will do the arithmetic on those.
Do you do our taxes?
No. We are not a public accounting firm. Tax filing, audit opinions and legal work stay with your CPA, your auditor and your lawyer. What we do is make their work faster and cheaper: they get clean books, on time, with the backup already attached, instead of a shoebox in March. If you do not have those providers yet, we will tell you what to look for.
Who actually does the work?
You get one named senior owner who knows your business and runs your month. Behind them sits a pod of specialists in finance, accounting, automation and data. Your owner pulls in whoever the work needs. The routine work runs on automation the pod builds and watches, which is how one owner can deliver what a whole department would. You get people where people matter and systems everywhere else.
Where do our books actually live?
In your own software, under your own account. QuickBooks, Xero, NetSuite, whatever you already use. We work inside it, we do not move your books onto anything of ours, and there is nothing to migrate off if we stop working together. If you have outgrown what you are on, we will say so, and then we will run the move ourselves. Everything we build is documented in your environment and stays there.
What happens if we stop working together?
It stays. Every workflow, automation and playbook is built and documented inside your systems, not ours. You can take it in-house or hand it to another provider. There is nothing to migrate off and nothing to unwind. Month to month, no minimum term, thirty days' notice, and no exit fee.
Not sure which service you need? That's what the diagnostic is for.
Tell us what's slow, broken or invisible. You get a written picture of where you stand and a fixed price for fixing it, before anything starts.