Bookkeeping and FP&A for Businesses.
Save money on your taxes and make better financial decisions.
Flat fee, month to month, no minimum term.
On Time
every month
Time & Money
at tax time
Client Portal
for your finances
Accountant
Keeps the books, closes the month.
Needed from the first day.
We got you covered.
CFO
Forecasts and analysis.
Needed as the business scales.
We got you covered.
CPA
Files returns, handles audits.
Needed at filing season.
We work with yours.
Services
- Bank and credit-card accounts reconciled monthly
- A monthly profit and loss statement and balance sheet
- Catch-up and cleanup of prior-period records
- A rolling cash-flow forecast, updated monthly
- Margin and profitability analysis by product, job, or line
- A monthly KPI report
Time and Tax Savings Guides
Tax, property tax, insurance claims, permitting and trademark filing. Each handled yourself, in less time and for one fixed price.
"Ramy has been great to work with. Knowledgeable, responsive, and truly invested in the work. I really appreciate all his help on our finances, and he's done a solid job across the board."
Throne Ventures
"Ramy helped me gain a much clearer view of what's eating up my revenue and how to price things correctly. The planning session gave me practical insights I can actually use."
Mark A.