Allie Savvy CPA

Close each month with confidence through clean, reconciled records and automated workflows.

Turn financial data into forward-looking strategy with tailored reports and forecasting tools.

Stay compliant and audit-ready year-round with proactive tax planning and documentation.

Build a finance engine that guides decisions, not just records them. Plan cash, forecast growth, and communicate clearly with your board and investors.

• 12–24 month model and KPI dashboard

• Monthly CFO review and cash runway tracking

• Board-ready reporting and fundraising insights

Great for: Founders ready to scale and teams with revenue but no in-house finance leadership.

Make close, controls, and compliance boring—in a good way. Month-end, policies, and audit prep handled so numbers are accurate and on time.

• Month-end close, reconciliations, and JE package

• Policies, procedures, and audit PBC coordination

• Technical accounting memos and smooth audits

Great for: Companies moving from founder-managed books to institutional-grade reporting.

Keep daily books clean so major decisions are easy. I handle intake, coding, and reconciliations so your reports match reality.

• AP and AR processing with bill pay workflow

• Bank and credit card reconciliations in QBO

• Accurate, timely reporting to support decisions

Add-on: Often paired with Controllership for seamless accuracy.