Strategic fractional accounting for growing service businesses

Small Business Accounting That Operates at Your Speed

Most accounting firms wait until quarter-end to tell you where you stand. We close your books monthly and sit down mid-month to talk about what the numbers mean — so the insights show up in time to actually act on them.

Serving the Greater Seattle Area — including King, Snohomish, Skagit Counties — with remote support across all of Washington.

More Than Monthly Bookkeeping. Your Strategic Fractional Accounting Partner.

You need more than monthly close, more than reconciliations, more than a clean QuickBooks file at year-end. You need a fractional accounting partner who's embedded in your business rhythm — handling the books, the reporting, and the systems that produce clean data in the first place — and translating what those numbers mean for your next decision.

Quarterly check-ins are for passive partners. We work monthly because growth-stage businesses need clarity in time to act on it.

Built for Growing Service Businesses

We focus on service-based businesses past the survival stage and into the growth stage. Typically 5–20 people. Revenue is real but the back-office isn't keeping pace. You're spending too much time in the books and not enough time on the next move.

Industries we work well with

  • Consulting firms and professional services
  • Agencies (marketing, creative, digital)
  • Service operators with engagement-based billing
  • Small CPG and food businesses (farmers-market-tier and growing)

Less ideal fit

Construction, heavy fixed assets, complex manufacturing, large multi-location retail. Our model is built around the rhythm of service businesses; if your operations look different, we'll be candid about it.

Not sure if we're a fit? Book a call.

A Monthly Rhythm, Not a Quarterly Check-In

Our engagements run on a two-touch monthly cycle.

Block 1 — Early Month: Close & Clean

We close the prior month — categorize transactions, reconcile accounts, and prepare your P&L and balance sheet as management reports for the owner's use. Done by mid-month, every month.

Block 2 — Mid-Month: Review & Strategy

We sit down with you (virtually or in person) to walk through the numbers. What's the trend telling you? Where's cash going? What's the right move for next month? This is where most firms drop the ball — and where the real value of an accounting partner shows up.

"Quarterly check-ins work for passive clients. Growth-stage operators need monthly clarity and real-time insight to stay ahead."

We Help Build the Systems That Make Your Numbers Useful

Clean financials don't happen by accident. At the start of every engagement, we work with you to design the protocols that make ongoing accounting efficient and accurate:

  • A chart of accounts mapped to how you actually run the business
  • End-of-month routines that codify where every piece of information lives
  • Integrations and exports from your POS, billing platform, and other tools
  • Documentation so your team doesn't have to guess each month

Once those protocols are in place, the monthly cycle runs smoothly. Without them, you're patching gaps every month and never catching up.

What's Included in a Monthly Engagement

Monthly Close

Reconciliations, categorization, and monthly P&L and balance sheet delivered as management reports.

Cash Flow Visibility

Track where cash is coming from and where it's going, with trend reporting that's actually usable.

Mid-Month Strategy Session

A working call to interpret the numbers and plan next steps.

Systems & Protocol Design

Set up at onboarding, refined over time, so your numbers stay clean without constant cleanup.

Owner Tax Planning Coordination

Quarterly planning touchpoints baked in, coordinated with your year-end return.

Year-End Returns: Faster, Cleaner, and Free of the January Scramble

Year-end business tax returns are a separate engagement, not bundled into monthly accounting. But here's the thing — when we're already in your books every month, the return is dramatically faster, cleaner, and free of the catch-up fees that hit businesses who only show up to their accountant in March.

Most clients choose to do both with us. It's the natural next step, not a required one.

See year-end tax return pricing on our Business Services page

Pricing

Fractional accounting engagements typically start at $3,000–$5,000 per month, depending on transaction volume, complexity, and the level of strategic involvement. Every engagement is scoped individually during your discovery call.

For lighter-touch monthly bookkeeping (without the strategic component), see our basic bookkeeping tiers.

Ready to see what monthly looks like?

Book a discovery call to walk through your current setup and see if a fractional accounting engagement fits where your business is headed.