Your accounting software keeps the books, and it should. Our platform works from its standard reports and does the work owners and lenders ask for next. Here are twelve questions to ask of whatever you use today.
There is nothing to switch and nothing to upgrade. You keep entering transactions where you do now. We take the standard reports, prove them, and turn them into decisions.
The decisions that involve your bank, your buyers, and your own pay.
A covenant certificate, borrowing-base page, and transmittal letter, built from your closed books.
Normalized earnings and four valuation methods, weighted to a conclusion you can defend.
Sources and uses, debt capacity against covenants, earn-outs, payback, and the buyer’s return.
A safe-distribution figure tested against cash, taxes, and loan covenants.
Forecasts built from your actual books and tested against your own history.
Income statement, balance sheet, and cash flow projected together, with every cash gap flagged.
Projected month-end statements at mid-month, back-tested against your own closes.
A rolling 13-week forecast timed by each customer’s real payment habits.
Controls that make sure what you receive is right, and stays right.
Every figure tied to its source to the cent, and a go/no-go gate before release.
Book-to-bank reconciliation every day, chained day to day.
A ledger review that flags changes to months you already received.
A hard stop on changed vendor bank details, plus duplicate and approval checks.
Keep the software you know.
The same CFO package from several of the most widely used systems.
Comparisons describe the standard features of widely used small-business accounting software, as published by their makers in October 2026. Those products change often; we review this page every quarter.
A 30-minute call at no cost: how you get your numbers today, what you wish you knew sooner, and whether an engagement makes sense.