Proactive Fractional CFO, bookkeeping, and advisory services — powered by QuickBooks Online integration and intelligent automation.
Connects directly to your QuickBooks Online account for real-time transaction management, categorization, and financial reporting.
AI-assisted transaction categorization with human review — every entry is verified by our professional accounting team before changes are made.
Monthly P&L, Balance Sheet, reconciliation, and custom KPI dashboards tailored to mental health practices.
Your account manager handles everything — onboarding, monthly close, and ongoing advisory so you can focus on your clients.