For businesses that need reliable accounting and financial fundamentals in place.
Bookkeeping & accounting oversight
Monthly financial reporting
Accounts payable & receivable support
Payroll coordination
Sales tax support
Month-end close
Tax preparation coordination
Financial process improvements
Best for: New and established businesses that need their financial house in order and a trusted expert keeping an eye on the details.
Everything in Foundation, plus deeper operational support.
Budgeting & forecasting
Cash flow management
Compliance & annual filings
Payroll and people operations
Insurance coordination
Workflow and process improvement
Software evaluation & implementation
Automation opportunities
Operational reporting & KPIs
Cross-functional problem solving
Best for: Growing businesses where the owner is spending too much time managing the business behind the business.
Everything in Operations, plus senior-level financial and business guidance.
Financial modeling & scenario planning
Strategic planning
Pricing & profitability analysis
Unit economics
Complex accounting oversight
Audit readiness
Tax strategy coordination
Multi-state operations support
Executive-level financial guidance
Special projects & growth initiatives
Best for: Businesses with more complexity, bigger decisions, and a need for experienced financial and operational leadership without adding another executive to payroll.
Sometimes you don’t need ongoing support, you need the right person to solve a specific problem.
This could include accounting cleanups, software implementations, workflow automation, financial models, audit preparation, business launch playbooks, sales tax setup, compliance projects, pricing analysis, or operational overhauls.
Investment determined by scope.
Hiring individually for accounting, finance, payroll, compliance, systems, people operations, and strategic support can quickly become one of the largest expenses in a growing business. T-1 gives you access to cross-functional expertise at the level you need it, without building an entire internal team.
You’re not simply outsourcing tasks. You’re investing in stronger operations, better information, and more time to focus on the business you’re building.

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