Your outsourced finance department, from clean monthly books to controller-level rigor to CFO-level guidance. One team that grows with you, based in Lexington, KY and serving growing businesses nationwide.
We provide financial clarity that helps clients make better business decisions. Below is the full range of what we handle, grouped by the job it does: leadership that interprets the numbers, operations that produce them, and the support work that keeps a business compliant. Many relationships begin with bookkeeping or financial reporting and expand into Controller or Fractional CFO support as the business grows.
Senior financial leadership at the level your business actually needs. Controller work comes first, because accurate information has to exist before anyone can plan with it.
A controller makes sure the information is right before anyone acts on it. This is where most engagements find their footing: the close gets owned, the balance sheet gets verified rather than assumed, and someone sits down and explains what the reports actually say. Every Controller engagement follows the BAS Controller Methodology, a disciplined approach to financial accuracy, balance sheet verification, reporting, internal controls, and management communication.
The close runs on a calendar and someone is accountable for finishing it correctly and on time.
Every balance supported and understood before performance is analyzed.
We fix the process, not just the entry, so the same problem stops coming back.
A working session each month on what the numbers mean and what to do about them.
Review and direction for your internal staff or ours, so quality does not depend on who is at the desk.
Senior financial leadership, available at the level you need. This is controller and CFO experience without a full-time hire.
A finance leader in your corner for pricing, hiring, growth, and the decisions that move the business.
Forward-looking plans that connect your goals to the numbers behind them.
We prepare the financials and projections lenders and the SBA expect to see.
A defensible valuation for planning, a sale, or bringing on a partner.
We turn direction into a financial roadmap with targets you can track.
Financial documentation and projections prepared to support grant applications.
The recurring work that produces reliable records and turns them into information management can use.
This is where numbers become decisions. Reporting built for owners and operators, not just for the file.
A clear monthly package that shows exactly where the business stands.
A rolling 13-week cash flow forecast so you can see what is coming, not just what happened.
A working budget tied to how your business actually earns and spends.
Plan against reality each period so variances surface early.
The handful of metrics that drive your business, tracked on a dashboard you will use.
Profitability by job or project so you know which work actually makes money.
Inventory tracked accurately so margins and stock levels stay honest.
Compiled statements prepared to support a loan or line-of-credit request.
Clean, current books are the foundation every other decision rests on. We keep yours accurate and on a schedule, whether you need a monthly close or a rescue.
A full monthly close so your financials are ready when you need to make a call, not weeks later.
A lighter cadence for businesses that review the numbers every quarter rather than every month.
Year-end books brought current and organized for reporting and your tax preparer.
Behind by months or years? We rebuild the record and get you back to a reliable monthly rhythm.
We select, set up, and run the accounting platform that fits how your business actually works.
QuickBooks Online configured correctly from the start and maintained month to month.
Setup and ongoing management for teams that run QuickBooks Desktop.
Hands-on training so your team can work confidently inside QuickBooks.
We fix miscoded transactions and reclassify entries so your reports finally reconcile.
Every account reconciled to the statement so the balance you see is the balance you have.
Bills tracked, approved, and paid on time so you protect vendor relationships and cash.
Invoicing and collections managed so revenue turns into cash sooner.
Income statement, balance sheet, and cash flow statement prepared on a dependable schedule.
A chart of accounts built around your business so reports mean something.
Full setup and ongoing management for businesses that run on Xero.
Payroll that runs on time, calculates correctly, and files each deposit and form on its due date.
Weekly payroll runs handled end to end.
Bi-weekly payroll on a steady, reliable schedule.
Semi-monthly payroll calculated and delivered on time.
Monthly payroll for teams that run a single cycle.
Federal payroll tax deposits and 941 and 940 filings prepared and submitted on deadline.
Kentucky SUTA calculated and filed each period.
We assemble the payroll records your workers' comp audit asks for and stand behind the numbers.
New hires reported to the state within the required window.
Year-end W-2s prepared, filed, and delivered to your employees.
Contractor 1099s tracked through the year and filed at year-end.
The filings and registrations that keep a business compliant and in good standing.
We handle the recurring tax filings that keep your business in good standing. Income-tax returns are not part of our work; when you need them filed, we connect you with an outside tax firm we trust.
We track what you owe, file on schedule, and keep you compliant as you sell across jurisdictions.
We calculate your quarterly estimates from year-to-date results and schedule the payments.
Starting or restructuring? We handle the filings that stand a business up correctly and keep it in good standing with the Commonwealth.
We form your Kentucky LLC and set up the records to run it properly.
S-corp formation and the election paperwork that goes with it.
C-corporation formation handled end to end.
We obtain your federal EIN so you can open accounts and hire.
Doing-business-as registration filed for your operating name.
Your Kentucky annual report prepared and filed so the entity stays active.
We walk you through the local licenses your business needs.
A registered agent address, with official notices forwarded and tracked.
Every industry counts money differently. We bring reporting and controls shaped by how yours actually runs.
Bookkeeping and reporting built for the billing and payer cycles of a practice.
Job costing, WIP, and cash flow for contractors who live and die by the job.
Multi-channel sales, fees, and inventory reconciled cleanly.
Trust-aware bookkeeping and reporting for legal practices.
Reporting tuned to the economics of a dental office.
Margin and inventory clarity for retail and stock-heavy businesses.
Prime cost, margins, and cash flow tracked the way restaurants need.
Property-by-property bookkeeping that keeps each investment straight.
That is exactly what a consultation is for. We will point you to the right starting place.
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