Four services.
One integrated system.

Every service is designed to work together — so your books, payroll, reporting, and strategic guidance operate as one financial engine for your business.

Monthly Close & Reporting Fractional CFO Accounting System Setup Payroll & Compliance
Service 01

Monthly Close & Financial Reporting

Most businesses only see clean financials once a year — at tax time, when the damage is already done. We close your books every single month with the same discipline as a world-class internal finance team.

The result isn't just clean books. Every close delivers the TKO Monthly CFO Snapshot™ — a concise executive view of your profit, cash position, expense breakdown, and next moves. Not a report. A decision tool.

What's Included
  • Full month-end close, every month without exception
  • Bank & credit card reconciliations
  • P&L, balance sheet, and cash flow statement
  • Budget vs. actuals tracking & variance analysis
  • Multi-entity or location consolidation
  • TKO Monthly CFO Snapshot™ delivery
  • Audit-ready documentation & records
  • Quarterly financial review call
Best for: Established SMBs ready for monthly accountability and decision-grade financial insight.
Service 02

Fractional CFO Services

You don't need a full-time CFO to think like one. Our fractional CFO services give you the strategic financial guidance of an experienced finance executive — without the six-figure salary.

We sit inside your numbers every month. That means when you're evaluating a hire, a contract, an expansion, or a financing decision, you're not guessing. You're deciding with a financial partner who already knows your business.

What's Included
  • Cash flow forecasting & runway modeling
  • Rolling 90-day financial projections
  • Budget planning & scenario analysis
  • KPI dashboard design & tracking
  • Investor & lender readiness preparation
  • Audit preparation & internal controls review
  • Founder Financial Clarity Sessions (monthly)
  • Dedicated partner access
Best for: High-growth businesses preparing for fundraising, acquisition, or rapid scale.
Service 03

Accounting System Setup

A clean financial foundation is the most important investment a growing business can make. Without it, you're building on sand — and every hire, audit, or investor conversation exposes the cracks.

We design and implement a complete, technology-ready accounting infrastructure — whether you're starting from scratch or cleaning up years of inconsistent books. One-time setup. Built to last.

What's Included
  • Technology-ready chart of accounts design
  • QuickBooks setup & configuration
  • Historical books review & cleanup
  • Workflow controls & document management
  • AP/AR structure and process design
  • Cloud tool integration (Dext, Bill.com, Fathom)
  • Team training on new systems
  • 30-day post-setup support
Best for: New businesses, or companies with messy books ready to build a clean foundation before scaling.
Service 04

Payroll & Compliance

Payroll is where non-compliance gets expensive. Misclassified workers, late filings, and payroll tax errors create penalties that can follow a business for years. We handle the full payroll cycle so none of that lands on your desk.

We work natively with Gusto, ADP, and Paychex — whichever fits your business. Because payroll flows directly into your books, every entry is clean, categorized, and accounted for before month-end close.

What's Included
  • Payroll processing (Gusto, ADP, or Paychex)
  • Payroll tax filings & remittances
  • Employee onboarding & offboarding
  • Time-tracking system synchronization
  • Contractor & 1099 management
  • Year-end W-2 & 1099 preparation
  • State registration & compliance support
  • Payroll integration with accounting system
Best for: Businesses with employees or contractors who want payroll handled completely and compliantly.

Not sure which service is right?

Book a free 20-minute fit call. We'll assess your current setup and recommend exactly what you need.

Book a Free Fit Call → See Our Process