Our Services
A finance function, scaled to where your business is.
We offer three engagement tiers, built to match the financial complexity of your business as it grows. Every tier is led personally by Gary and Nick LaPolla, with the senior CPA expertise applied consistently across every client.
Our Services
A finance function, scaled to where your business is.
We offer three engagement tiers, built to match the financial complexity of your business as it grows. Every tier is led personally by Gary and Nick LaPolla, with the senior CPA expertise applied consistently across every client.
Our Services
A finance function, scaled to where your business is.
We offer three engagement tiers, built to match the financial complexity of your business as it grows. Every tier is led personally by Gary and Nick LaPolla, with the senior CPA expertise applied consistently across every client.
Three Tiers, One Standard
Where does your business fit?
Most of our clients sit in the Controller tier, where job costing, structured reporting, and embedded financial partnership do the most work for a growing business. We also support clients in Financial Foundation (consistent monthly basics) and Strategic Finance (strategic financial leadership) when the business calls for it.
Tier 1
Bookkeeping (Financial Foundation)
Clean, accurate financials delivered consistently.
Foundation is built for businesses that need reliable monthly bookkeeping and consistent financial reporting. We handle the basics with the same senior CPA expertise we apply to every engagement, giving you confidence in your numbers and a clean foundation to build from.
What's included:
Monthly bookkeeping and reconciliations
Monthly close (standard)
Financial statements (P&L, balance sheet)
Standard reporting package
Coordination with your tax preparer
Email support
Financial Foundation services are for smaller or less complex businesses that need accuracy and consistency in their monthly financials.
Tier 1
Bookkeeping (Financial Foundation)
Clean, accurate financials delivered consistently.
Foundation is built for businesses that need reliable monthly bookkeeping and consistent financial reporting. We handle the basics with the same senior CPA expertise we apply to every engagement, giving you confidence in your numbers and a clean foundation to build from.
What's included:
Monthly bookkeeping and reconciliations
Monthly close (standard)
Financial statements (P&L, balance sheet)
Standard reporting package
Coordination with your tax preparer
Email support
Financial Foundation services are for smaller or less complex businesses that need accuracy and consistency in their monthly financials.
Tier 2 · Our Most Popular Tier
Controller
Job costing, financial visibility, and structured reporting for growing businesses.
Controller is where most of our clients land. It's built for businesses that have outgrown basic bookkeeping and need real visibility into how the business is actually performing: which jobs are profitable, where margins are breaking down, where cash is going, and when to make the next hire. We operate as an embedded financial partner, owning the close, the reporting, and the operational analysis that supports day-to-day decisions.
What's included:
Everything in Foundation, plus:
Cash flow visibility and tracking
Full monthly close with supporting workpapers and internal review
Job costing and WIP tracking (for construction & home services)
In-depth profitability and margin analysis across jobs, services, or divisions
KPI tracking (gross margin, job profitability, recruiter performance, client profitability, and more)
Monthly financial review call
Ongoing process improvements
GAAP-compliant financial reporting
Priority support via email, with optional Slack communication
Controller services are for growing businesses that need more than bookkeeping and want real visibility into performance, profitability, and cash flow.
Tier 2 · Our Most Popular Tier
Controller
Job costing, financial visibility, and structured reporting for growing businesses.
Controller is where most of our clients land. It's built for businesses that have outgrown basic bookkeeping and need real visibility into how the business is actually performing: which jobs are profitable, where margins are breaking down, where cash is going, and when to make the next hire. We operate as an embedded financial partner, owning the close, the reporting, and the operational analysis that supports day-to-day decisions.
What's included:
Everything in Foundation, plus:
Cash flow visibility and tracking
Full monthly close with supporting workpapers and internal review
Job costing and WIP tracking (for construction & home services)
In-depth profitability and margin analysis across jobs, services, or divisions
KPI tracking (gross margin, job profitability, recruiter performance, client profitability, and more)
Monthly financial review call
Ongoing process improvements
GAAP-compliant financial reporting
Priority support via email, with optional Slack communication
Controller services are for growing businesses that need more than bookkeeping and want real visibility into performance, profitability, and cash flow.
Tier 3
Strategic Finance
Strategic financial leadership and external coordination.
Fractional CFO is built for businesses navigating real financial complexity: multi-entity structures, financing decisions, audit preparation, or stakeholder coordination across investors, lenders, and ownership groups. At this tier, we step into ongoing financial leadership, supporting strategic decisions with the same operational depth that defines our Controller work.
What's included:
Everything in Controller, plus:
Financial Operations Support
Multi-entity consolidation (where applicable)
Budgeting and financial planning
Closer involvement in financial processes
Cash flow forecasting & short-term planning (13-week cash flow)
Strategic guidance on pricing, service mix, & margin improvement
Ongoing Access & Support
Ongoing access for financial questions and decision support
Calls and touchpoints as needed
External Financial Coordination
Audit support and coordination
Lender and banking communication
Support for insurance, bonding, and other financial requests
Coordination with investors, ownership groups, and external stakeholders
Strategic Finance services are for complex or high-growth businesses that need a true financial partner across operations, financing, and external relationships.
Tier 3
Strategic Finance
Strategic financial leadership and external coordination.
Fractional CFO is built for businesses navigating real financial complexity: multi-entity structures, financing decisions, audit preparation, or stakeholder coordination across investors, lenders, and ownership groups. At this tier, we step into ongoing financial leadership, supporting strategic decisions with the same operational depth that defines our Controller work.
What's included:
Everything in Controller, plus:
Financial Operations Support
Multi-entity consolidation (where applicable)
Budgeting and financial planning
Closer involvement in financial processes
Cash flow forecasting & short-term planning (13-week cash flow)
Strategic guidance on pricing, service mix, & margin improvement
Ongoing Access & Support
Ongoing access for financial questions and decision support
Calls and touchpoints as needed
External Financial Coordination
Audit support and coordination
Lender and banking communication
Support for insurance, bonding, and other financial requests
Coordination with investors, ownership groups, and external stakeholders
Strategic Finance services are for complex or high-growth businesses that need a true financial partner across operations, financing, and external relationships.
Project-Based Work
Additional support
Available as needed
Beyond our ongoing engagements, we take on project-based work for clients navigating a specific financial event, decision, or transition. These engagements can be scoped on their own or layered into an existing partnership.
What's included:
Acquisition-related analysis and financial decision support
Audit, financing, or major financial event preparation
Custom reporting and KPI development
Implementation and optimization of accounting systems
Structuring financials for transactions, divestitures, or investor review
Design and optimization of AR/AP processes and internal workflows
Project-Based Work
Additional support
Available as needed
Beyond our ongoing engagements, we take on project-based work for clients navigating a specific financial event, decision, or transition. These engagements can be scoped on their own or layered into an existing partnership.
What's included:
Acquisition-related analysis and financial decision support
Audit, financing, or major financial event preparation
Custom reporting and KPI development
Implementation and optimization of accounting systems
Structuring financials for transactions, divestitures, or investor review
Design and optimization of AR/AP processes and internal workflows
How We Start
Built to fit how your business runs.
Every engagement begins with a conversation. We talk through where the business is, what's working, what isn't, and what kind of financial partnership would actually move the business forward. From there, we recommend the right tier and structure the engagement to fit.
When historical books require cleanup, we handle the reset as part of onboarding before ongoing work begins. From there, we scale our involvement to match where your business is and where it's going.
Get in Touch
Figure out where your business fits.
Let's talk through your current setup and where you want to take the business. We'll recommend the right tier and engagement structure for where you are.