Controller
Numbers you can run on.
Month-end close, clean books, and reports that stay decision-ready. When the ledger is solid, everything else gets easier.
Part-time CFO & Controller
Finance leadership without a full-time hire.
Part-time CFO and Controller support for growing service businesses and real estate owners in Concord, Huntersville, Charlotte, and Davidson.
CFO
The questions above the books.
Cash, runway, pricing, and the calls that sit next to growth. In the room for the decisions that need a finance lead.
Who it’s for
Past “just bookkeeping.” Not ready for a full-time hire.
Owners of growing service businesses and real estate who need finance leadership part-time. Often sits next to monthly books. Tax stays on the same desk when you want it.
For the month-to-month ledger, see bookkeeping. For the return itself, see tax.
For the close, the cash questions, and the year.
Concord, Huntersville, Charlotte, and Davidson. Video, your place, or the home office in Concord.
If you need a part-time CFO or Controller, say so.
A short note about the business and what you need is enough to start.