Chief of staff for owner-operators
You run the business. We run the business side.
One team for the books, the monthly numbers you steer by, payroll, and compliance — so you make decisions on real data, stay compliant without thinking about it, and get your week back.
You didn't start a business to run a back office.
But there you are — chasing an invoice, decoding a state notice, wondering if last month actually made money, and being the only one who knows where anything is.
Most owners solve this the hard way: a part-time bookkeeper here, a payroll app there, a CPA they see once in April, and a spreadsheet nobody trusts. Five relationships, none of them talking to each other, and you in the middle holding it together.
We're the other way to solve it. One team that carries the whole business side — books, reporting, payroll, compliance, the systems underneath — so you get one person who already knows your business when something comes up. Not an army you manage. A chief of staff you call.
A Saturday, recently
The call you'll be glad you can make.
A client who owns rental property called on a Saturday. She was looking at another building and wasn't sure whether to put it in a new LLC.
We talked through what she was weighing — the practical trade-offs of a separate entity, and the questions to take to her tax and legal advisors. She decided to move forward, and a couple of days later we sent her the steps to form it herself.
That's the job. Not a service she bought that week — someone who already knew her business and picked up the phone.
Everything you'd otherwise hire six people for.
Take one piece or the whole business side. Most clients start with the books and hand us the rest as they grow.
-
The books
Bookkeeping
Reconciled monthly, job-costed, and closed on a schedule — statements you get every month, not every April.
-
The decisions
Fractional CFO
Weekly and monthly reporting to steer by, margin and cash-flow review, and the numbers a bank or bonding agent asks for.
-
The money in & out
AR & AP
Invoicing, collections, and bill pay handled by the team — off your desk, tracked, and never the reason a month slips.
-
The people
Payroll & HR admin
Payroll on your platform, new-hire reporting, classification, and handbooks — with a clear line on when to call an attorney.
-
The government
Compliance & filings
Sales tax, annual reports, the biennial statement, entity formation, and MBE/WBE certification — tracked so nothing lapses.
-
The engine
Systems & automation
An engineer's approach to your back office — documented workflows and automation, so the work runs without you in the middle.
How it usually starts
They came for a bookkeeper. They kept a chief of staff.
One client found us with a search — they needed to replace their bookkeeper. That's how it almost always begins: one clear job.
We took over the books, cleaned them up, and delivered a monthly close they could actually read. Then it grew, the way it does — weekly reports they run the business off of, AR and AP we handle so they don't, and the questions that pop up (pricing, a hire, whether to buy the equipment) answered by someone who already has their numbers in front of them. Narrow front door, whole house behind it.
Why owners hand us the business side.
Built for the owner who'd rather grow the business than manage the people who manage the business.
-
One team, not six hires
The whole back office in one relationship — nothing offshored, nothing handed to a stranger, nobody for you to manage.
-
An engineer who automates
A Cornell-trained engineer runs the shop. We build systems and automate the busywork, so you pay for judgment, not hours of data entry.
-
The same people every month
A cross-trained family team who know your business by name — so the Saturday question lands with someone who already has context.
-
Monthly, not just April
A flat monthly price and a partner you can reach all year. Month-to-month, no long contracts. We keep you by earning it.
On the record.
Long Island based, serving clients nationwide.
- 15+Years keeping the books for owner-operated businesses
- 50+Business entities managed across our client families
- $25M+In annual client revenue on our books
What clients say.
The relationship is the product. Here's what it sounds like from the other side.
Jonathan's expertise has let me hand off the tasks I used to juggle, and freed me up to focus on growing my business instead of the day-to-day.
Renee L.Window treatments & upholstery · unsolicited Google review There hasn't been anything we've asked them to do that they haven't found a way to get done. If you own a small business, you need this company.
Charles VentimigliaTri-Rail · general contractor Unparalleled service in every area — bookkeeping, property management, construction advice. They're there when you need them most.
Slavko B.Bernic · property owner & management
One call, and you'll know
See what handing off the business side would look like.
Thirty minutes. We'll look at where your books and back office stand, and tell you the first three things we'd fix — whether or not you hire us.