01
Bookkeeping + close
we run your books on QuickBooks, Xero, or NetSuite. closed weekly, reviewed monthly, audited annually if you need it.
- weekly transaction categorization
- AR / AP management
- monthly close + review
- audit-ready reporting
Division 05 · The Capital Layer
Financial
weekly-closed books, CFO-grade dashboards, lending + credit access, and M&A deal facilitation — under one roof. the division that makes blueprint a generational institution.
What this division does
Books, capital, exits.
-
01
Books closed weekly
no waiting until the 15th. cash, AR/AP, P&L, runway — current as of last Friday. always.
-
02
CFO-grade dashboards on your phone
the same view your board would see. you check it before you check your text messages.
-
03
Capital + exit access, in-house
lending intros, lines of credit, PE deal facilitation. we open the doors that owner-operators usually can't walk through.
Capabilities
What we actually ship.
02
Fractional CFO
budget, forecast, board prep, fundraising support. a CFO 1–3 days a week, billed monthly.
- monthly forecast + variance review
- 13-week cash flow
- board prep + investor updates
- fundraising / debt support
03
Capital + credit access
lines of credit, SBA loans, asset-based lending, revenue-based financing. we introduce, you sign.
- SBA + traditional lenders
- revenue-based finance partners
- equipment financing
- lines of credit
04
M&A + exit facilitation
for sub-$10M exits, we run the process. for larger, we partner with bankers. either way, you get exit-readiness coaching from day one.
- exit-readiness score updated quarterly
- data room build
- CIM + teaser
- buyer outreach (sub-$10M)
Where this division sits
How it plugs into the operating system.
-
01
Systems
CRM, automations, dashboards.
-
02
Marketing
Ads, content, attribution.
-
03
Logistics
Partner network, fractional execs.
-
04
Consulting
Strategy, exit, M&A.
-
05
Financial
Books, CFO, capital.
-
06
AI
Operating partner agents.
-
07
Academy
Playbooks, courses, talent.
Pricing
Pick the size that matches your business.
every tier is month-to-month. cancel anytime. switch tiers anytime. one bill across every division you turn on.
Starter
$997 /mo
weekly-closed books + monthly review.
- weekly bookkeeping
- monthly P&L + review call
- AR / AP management
- annual 1099s + W-2 coordination
- CPA handoff at year-end
CFO
$4,500 /mo
fractional CFO + weekly books.
- everything in Starter
- fractional CFO (1 day/week)
- 13-week cash flow
- monthly forecast + variance
- board prep
Institutional
Custom msa · pe + family office
audit-ready + M&A + portfolio support.
- audit-ready close
- M&A advisory
- PE-grade reporting
- lender + buyer relationships
- quarterly LP reporting
FAQ
Common questions.
Do you replace my CPA?
no. we run your books. your CPA files your taxes. we hand off cleanly every year so your CPA isn't cleaning up our mess.
Can you handle a multi-entity structure?
yes. holdcos, opcos, RE LLCs — we work with structures of 1 to 20+ entities.
Will you talk to my bank or lender?
yes. we draft loan packages, present financials, and stay in the conversation as needed.
Do you facilitate exits?
sub-$10M, we run the process. above $10M, we partner with bankers and stay involved through close.
What software do you use?
QuickBooks Online, Xero, NetSuite. we don't do desktop QuickBooks. modernization is part of the engagement.
How fast is your monthly close?
Starter: 10 business days. CFO: 5 business days. Institutional: 3 business days.
Ready?
Get a Financial audit.
30 minutes. we look at your financial stack as it exists today and map every gap.