Every finance & HR function,one fixed fee.
Run a single service or hand us the whole back office. Each engagement is scoped to what your business actually needs and priced as one transparent monthly rate.
01
Finance
The monthly engine: accurate books, reconciled accounts, and reporting you can trust.
Outsourced Accounting
A full accounting department without the overhead: classifications, reconciliations, AP and AR support, month-end close and reporting, delivered by one steady team for a fixed monthly fee.
Core accounting and month-end close · Enhanced chart of accounts · System and process optimization
Bookkeeping
Up-to-date, reconciled, tax-ready books every month. We clean up what is there, set up processes and automations, and deliver accurate monthly statements for a fixed fee.
Up-to-date records · Accurate classifications · Reconciliations you can trust
Financial Reporting & Dashboards
Monthly statements, budget versus actual by department, AR and AP aging, weekly cash reporting and KPI dashboards in Power BI, Excel or Google Sheets.
Monthly financial statements · Budget versus actual by department · AR, AP and weekly cash reporting
Internal Controls
Segregation of duties for small teams, approval workflows, reconciliation discipline, documented close procedures and fraud-risk reduction that keep your books audit-ready.
Segregation of duties for small teams · Approval workflows · Reconciliation discipline
02
Strategy
Forward-looking leadership: forecasts, systems, and a CFO's judgment at your table.
Fractional CFO
Strategic finance without a full-time salary: cash-flow forecasting, budgets, KPIs, board and lender reporting, pricing analysis and a finance function built to scale.
Cash-flow management and 13-week forecasting · Budgeting and KPI design · Board, investor and lender reporting
Forecasting & Budgeting
Annual budgets, rolling forecasts, scenario planning and financial projections for launches and fundraising, built in models your team can understand and use.
Annual budgets · Rolling forecasts · Scenario planning
Accounting Systems & Software
QuickBooks Online setup, migration and clean-up, workflow automation, a secure Karbon client portal and Excel, Power Query and Power BI tools that cut manual work.
QuickBooks Online setup, migration and clean-up · App-stack integration · Workflow automation
03
People
Protect what you have worked to build: compliant, well-run HR and benefits.
Outsourced HR
Comprehensive oversight of HR practices, policies and procedures: onboarding, compliant terminations, contractor classification under AB5, payroll support and audit-ready records.
HR oversight and policies · Employee onboarding · Contractor versus W-2 classification
Employee Benefits
Benefit package design, health insurance and 401(k) administration support, open enrollment, cost management, compliance and clear communication to your staff.
Benefit package design · Health and retirement plan administration support · Cost management
Ready to take yourbusiness Skyward?
Tell us where your finance and HR operations stand today. We'll map out what fixed-fee support would look like — usually live within about a week.