Financial and Operational Support That Builds on Itself

Start where the business actually needs help. Most owners begin with the books, get their numbers straight, and grow into the CEO work from there. Some come in the other direction. Either way, the pieces are built to connect.

Everything Your Business Needs, Under One Roof

Most owners end up with a bookkeeper who doesn't understand their industry, a coach who's never read their P&L, and nobody connecting the two. We do all of it, and we teach you as we go.

Bookkeeping

Clean, current books built for decision making, insurance audits, and tax time. Transactions coded right, accounts reconciled, and reports in your hands by the 15th.

Trust Accounting for Law Firms

IOLTA and trust bookkeeping done to the standard your bar association expects. Three-way reconciliation, clean client ledgers, and records that hold up when someone asks for them.

Fractional CFO

Executive-level financial leadership without the executive salary. Cash flow, pricing, margin, and a forecast you can steer by.

Mini-FCFO

The on-ramp. A right-sized engagement for owners who need real financial clarity now and don't need a full CFO relationship yet.

CEO Consulting: The CEO Builder

The shift from great practitioner to real CEO. Lead the company instead of firefighting inside it, and stop being the seat every question routes through.

Operations Consulting

Policies and procedures, hiring plans, and benefit packages. The documented systems that let the business run for a week without you in it.

Clear Financial Clarity

Run through Gusto with tax filings, direct deposits, and compliance handled. Available to bookkeeping clients.

Schedule Your Free Consultation

Connect with our experts to discuss how tailored financial strategies can drive your business forward.

Frequently Asked Questions About Our Financial Services

  • What bookkeeping services do you provide?

    We handle transaction recording, bank reconciliations, financial statement preparation, and cleanup of historical records to ensure your books are accurate and up to date.

  • How can a Fractional CFO benefit my business?

    Our Fractional CFO offers strategic financial leadership, budgeting, forecasting, and cash flow management to help you make informed decisions and drive growth without the cost of a full-time executive.

  • What industries do you specialize in?

    We serve law firms through our Rescue My IOLTA division and support service-based businesses, home services, construction trades, and other small to midsize companies seeking scalable financial solutions.

  • How do your consulting services support business growth?

    Our consulting focuses on improving profitability, strengthening cash flow, streamlining financial systems, and providing actionable insights tailored to your business goals.

  • What makes Rebel Patriot Business Services different?

    We combine hands-on bookkeeping with executive-level financial expertise, delivering clear, reliable data and proactive advice that helps you build an organized, profitable, and scalable business.