Complete monthly accounting. Controller-level oversight. Better financial decisions. Four outsourced accounting packages for U.S.-based founder-led companies between $1M and $20M in annual revenue. Accounting preparation is handled by our dedicated accounting team; Michael Belote performs the final review and advises you directly.
Complete monthly accounting, closed on a calendar you can plan around.
Monthly accounting plus real controller oversight and forward-looking reporting.
A complete finance function — accounting, controller, and CFO-level guidance.
Keep your accounting team. Add the oversight layer they are missing.
Transaction coding, reconciliations, AP/AR workflows, and QuickBooks support that keep records clean and current.
A disciplined close, reliable financial statements, and management reporting you can actually use.
Review, controls, issue resolution, and accountability across the accounting process.
13-week cash forecasts, operating budgets, scenario models, and working-capital visibility.
KPIs, margin analysis, and practical analysis that supports management decisions.
Historical cleanup, process improvement, audit preparation, transaction support, and special projects.
Clean up the books, close process, and core accounting controls.
Deliver reports, KPIs, and cash information management can trust.
Use forecasts and analysis to plan, prioritize, and make decisions.
Growing businesses that need real finance leadership before a full-time CFO makes sense.
Executives and sponsors who want sharper reporting, better forecasts, and dependable analysis.
A bookkeeper records transactions. We run the full monthly accounting cycle and add controller-level oversight on top of it: reconciliations are reviewed, accruals and cut-off are applied, and the financial statements are examined by Michael Belote before they reach you. You get numbers that have been interrogated, plus the context to act on them — not just a categorized ledger.
No. We are not a tax practice and we do not file returns or provide tax advice. We keep the books, close the month, and produce clean, reconciled financials — which typically makes your CPA's work faster and cheaper. We coordinate directly with your tax preparer at year end and hand over the support they need.
U.S.-based founder-led companies with roughly $1M to $20M in annual revenue. That is the range where transaction volume has outgrown a part-time bookkeeper but a full-time controller or CFO is still hard to justify. Below $1M the work is usually lighter than our engagement model; well above $20M you generally want in-house finance staff we can support.
We start with the Financial Operations Diagnostic: a review of your current books, close process, systems, and reporting needs. From there we recommend one of four packages — Monthly Accounting Essentials, Accounting and Controller, Outsourced Finance Department, or Controller Review Only — based on transaction volume, entity count, and reporting complexity.
Most engagements are producing a normal monthly close within 30 to 60 days. The first weeks cover access to systems and banks, a review of the existing books, chart of accounts clean-up, and agreeing the close calendar and reporting package. If prior periods need catch-up or correction, we scope that separately so it does not delay current-month reporting.
Our accounting team works inside your systems under named, permissioned accounts — not shared logins — with access limited to what each task requires. Nothing is delivered to you without Michael Belote's final review. Documents stay in your accounting and document platforms rather than being copied to local machines.
Book the Financial Operations Diagnostic. We'll review where your finances stand and recommend the right scope — no pressure, no template.
