Tailored for complex small businesses and nonprofits managing multiple programs or grants. Combines cloud-based bookkeeping with monthly management reporting, predictive forecasting, and executive CFO-level advisory.
Built for organizations outgrowing the basics. Includes day-to-day management, monthly closes, financial statements, and variance reports, giving leaders clear cash flow oversight without the spreadsheet headache.
Best for freelancers and small, growing organizations. Covers transaction posting, reconciliations, and a simple month-end review to keep your books organized, tax-ready, and compliant without breaking the budget.
Custom-engineered for public entities, large nonprofits, and municipalities. Focuses heavily on strict fund accounting, public accountability, multi-fund ledger design, and audit-ready reporting.
Nonprofits, small businesses, freelancers, and municipalities gain accounting that reflects real-world challenges, including grants, seasonality, and public accountability.
Secure cloud systems, virtual meetings, and custom reporting create real-time visibility, while our New Orleans roots keep the relationship grounded and personal.
EA, CMA, GFOA membership, and QuickBooks ProAdvisor status support clean audits, strong compliance, and confident decisions for leadership.