Services
The CFO, the operations stack,
and everything underneath.
From clean books to billing, payroll, dashboards, and AI-native workflows — we run the financial and operational back office. Pick where you start; we'll grow into the rest as the relationship earns it.
What we do
A real CFO, with the operational stack underneath.
From clean books to billing, payroll, dashboards, and AI-native workflows — we run the financial and operational back office. Pick where you start; we'll grow into the rest as the relationship earns it.
Start here
Monthly bookkeeping
Clean monthly books on an industry-specific chart of accounts. Bank reconciliation, monthly P&L, balance sheet, year-end tax package. Statements organized for your lender or bank.
Start here
Catch-up bookkeeping
Behind on books? IRS notice in the mail? Same flat rate per month behind — no separate pricing ladder, no surprise invoice. Get current, then stay current.
Financial strategy
Fractional CFO
Job and customer profitability. Rolling cash forecast. Pricing strategy. Hiring break-even. Monthly strategy call with a Level CFO. The financial clarity that turns a business into a company.
Back-office operations
Billing & collections
Invoicing, accounts receivable, accounts payable, and collections — tracked and followed up so cash doesn't sit in someone else's account.
Back-office operations
Payroll & workforce
Payroll processing, contractor payments, and workforce cost tracking. Know what each role costs and produces — before you hire the next one.
Back-office operations
Dashboards & reporting
KPI dashboards, weekly performance reviews, and sales and marketing tracking. The numbers behind every decision — refreshed daily, not buried in a spreadsheet.
Systems & automation
Systems & integrations
Connect your CRM, field service software, accounting tools, and 20+ other platforms into one source of truth. Owner dashboards, board packages, and monthly close all run off the same data.
Systems & automation
AI-native workflows
Automated bill coding, collection reminders, daily alerts, and real-time dashboards. The operational layer that scales without adding headcount.
Strategic
Tax, compliance & growth readiness
Tax strategy and credits most businesses miss. Financial packaging for lenders, bonding agents, investors, and buyers — organized to the standard they expect.
Every engagement starts with a free 15-minute conversation and a profitability audit. The work that matters here compounds over years — so we treat every client as a long-term partnership, not a one-time transaction.
See pricing →Industry pages
Built for the way your business actually runs.
Every industry page goes deep on the financial mechanics that matter for that operating model — from retainage and bonding in commercial trades to deferred revenue and burn-rate multiples in startups.
Trades & contractors
Service businesses
From clients
What clients say after working with us.
“We were doing $7M and I almost missed payroll twice in one quarter. Sam pulled the cash report apart line by line — turns out we had ~$340K in unbilled WIP sitting in the field. Got most of it billed and collected inside two weeks. The CFO retainer basically paid for itself the first month.”
“Healthcare staffing — RN placements at $90/hr bill, $62/hr pay. Sounds like good margin, but Sam ran the fully-loaded math (ACA contributions, workers comp, GLI, T&E reimbursement, recruiter commissions) and we were really at $4–6/hr per placement. Repriced two contracts by 9% and walked from one. Margin tripled.”
“Pre-seed AI startup, raised $2.4M, and I was guessing at runway because our books were in shoeboxes. Sam took us from zero accounting to investor-ready in 6 weeks. Built a runway model, R&D credit capture (~$78K), and a clean monthly close. We extended runway by 4 months without changing burn.”
Ready to see what's actually moving in your business?
Free 15-min profitability audit. We connect to your books, benchmark you, and tell you what to fix first. Free audit included.
No commitment. Real numbers, not generic advice.