How the options actually compare.
We take the finance workload off the owner.
Managing a bookkeeper, chasing reports, double-checking numbers, playing go-between with the CPA: that’s hours of your week that should go to clients and growth. We take on the management and oversight of the finance process, and hand you back a weekly cash report and a monthly review instead.
You stop managing the process
Day-to-day oversight of accounting is ours, including accounts payable, accounts receivable, payroll process, and reconciliations.
You stop being the go-between
We interface with your CPA directly on P&L and balance sheet matters.
You start deciding from a dashboard
Built for non-finance leaders, walked through with you every month.
Start with bookkeeping. End with instrumentation.
Take over the books
We assume the bookkeeping function and clean up your accounting foundation.
Add instrumentation
Forecasts, health reports, and dashboards turn clean data into decisions.
Accelerate growth
Run on focused KPIs, protect cash, and take more to the bottom line, with far less of your time in the finance process.
And it’s typically cost-neutral.
By taking over the bookkeeping and servicing it efficiently, the forecasting, dashboards, and CFO review usually land at roughly what you already pay for bookkeeping alone. We want to invest, not extract.
“The distinction between accountants is evident… Non-MSP focused accountants just don’t grasp the nuances of our industry — a general CPA/Accounting firm simply lacks the specialized knowledge to understand the unique aspects and anomalies of an MSP.”
