Let’s talk about your books, cash flow, or growth plans
We help family-owned businesses improve profitability and make confident financial decisions with clean books, clear dashboards, and simple routines. Whether you need QuickBooks setup, monthly bookkeeping, sales tax filing, cash flow management, restaurant costing, Fractional CFO support, or government contract readiness, you’re in the right place.
How we help family-owned businesses
QuickBooks setup & monthly bookkeeping
Get accurate, lender-ready financials every month.
We configure a clean chart of accounts, connect bank feeds, establish rules, and reconcile statements so your Profit & Loss and Balance Sheet are reliable. Ongoing bookkeeping includes categorization, reconciliations, and sales tax filing, with a tidy monthly report pack.
Cash flow planning & budgeting
Predict shortfalls and plan growth with confidence.
We build a 13-week rolling cash flow and a practical 12-month operating budget. You’ll know weekly moves to protect payroll, manage inventory, and time purchases—especially helpful for seasonal businesses and those seeking financing.
Fractional CFO (Lite)
Executive-level finance guidance—without a full-time hire.
We monitor KPIs (COGS%, labor%, average ticket, CAC/LTV where applicable), run pricing and margin scenarios, and conduct quarterly strategy reviews so owners have a data-driven partner for profitable growth.
Restaurant & food costing
Tighten COGS and protect margins.
From menu/recipe costing to waste controls and vendor benchmarking, we align your POS and QuickBooks, set weekly COGS tracking, and implement simple routines your team can follow.
Government contract readiness (GovCon)
Get procurement-ready and bid strategically.
We assist with SAM.gov registration, NAICS codes, capability statements, and set-aside strategy, plus a 90-day pursuit plan and proposal prep checklist so you focus on winnable opportunities.
Advisory calls (on-demand)
Quick answers before a bigger engagement.
Use a 60-minute session to troubleshoot, validate a decision, or map next steps. You’ll receive concise follow-up notes and a simple action checklist.
What to expect after you contact us
- Quick triage: We review your goals, tools, and timeline.
- Right-sized proposal: Clear scope, deliverables, pricing, and schedule.
- Simple onboarding: Secure document checklist, app access, and kickoff.
- Delivery & updates: Weekly progress notes and practical recommendations.
- Handoff or ongoing support: Training, SOPs, and optional monthly bookkeeping or CFO.
Who we work with
We primarily support owner-led and family-owned businesses that value clarity, compliance, and steady cash flow.
Restaurants & food trucks
Menu/recipe costing, POS ↔ QuickBooks alignment, weekly COGS routines, and seasonal cash planning to stabilize margins.
Service businesses
Proposal-to-payment workflows, AR follow-up, job costing, and simple dashboards so teams can track performance at a glance.
eCommerce & retail
Sales channel integrations, inventory reconciliation, sales tax filing, and SKU-level profitability insights.
Service areas, hours & response times
Based in New Jersey, serving clients nationwide via secure, virtual workflows.
- Service area: New Jersey and the United States (remote).
- Hours: Monday–Friday, 9:00am–5:00pm Eastern.
- Typical response time: within 1–2 business days.
Tools & platforms we work with
We adapt to your stack and standardize processes so the numbers stay clean.
Accounting
- QuickBooks Online (primary)
- Bank feeds & rules
- Monthly reconciliations
Payments & POS
- Square, Stripe, Clover, Toast
- Channel & POS integrations
- Daily sales summaries
Payroll & AP/AR
- Gusto, ADP (payroll)
- Bill.com, Melio (AP/AR)
- Collections workflows
Dashboards & docs
- Looker Studio KPIs
- Excel/Sheets models
- SOPs & checklists
Not affiliated with the above brands; we simply work with the tools you already use.
Privacy, security & professionalism
We use secure file-sharing, least-privilege access, and clear offboarding. If needed, we can provide a mutual NDA and a first-year compliance calendar to keep registrations and filings on track. Our goal is to reduce noise, protect sensitive data, and give owners reliable books they can trust.
Frequently asked questions
Do you work with brand-new businesses?
Yes. Our Startup Setup & Compliance package helps you choose an entity, obtain your EIN, set up sales tax accounts, and create a first-year compliance calendar.
Can you take over messy books or prior-year catch-up?
Absolutely. We specialize in QuickBooks cleanup, back reconciliations, and preparing lender-ready financial statements.
Do you handle sales tax registrations and filings?
Yes. We can register accounts as needed and file on your required cadence (monthly, quarterly, or annual), aligned with your sales channels and POS.
Is ongoing support required after a project?
No. Many owners start with a defined project and later move to monthly bookkeeping or Fractional CFO (Lite) as their needs evolve.