SMALL BUSINESS
Turn Your Vision
Into What's Next.
You're building something meaningful. Set Sail provides the ongoing accounting support, financial insight, and hands-on partnership you need to keep your business moving forward.
BUILT FOR THE WAY SMALL BUSINESSES GROW
From Day One to What's Next
Every business looks different, but the accounting needs often evolve in the same way.
We provide the right support at each stage, so you can focus on running and growing your business.
START
STRONG
Start with accurate, organized financials and accounting processes that give you a clear picture of where your business stands.
Accurate books. Clean processes. Reliable reporting.
GROW
SMARTER
As your business grows, we provide the accounting expertise needed to support more complex operations and informed decision-making.
Know what's happening. Understand why. Make better decisions.
SCALE
SUCCESSFULLY
We grow with you, expanding our support as your needs become more complex.
More support when you need it.
Less to manage on your own.
IS SET SAIL RIGHT FOR YOU?
Know when it's time to hire.
You may not need a full accounting department yet. But you may have reached the point where doing everything yourself doesn't make sense anymore.
You might be ready for Set Sail if...
Your books are taking too much of your time.
You started a business to build something great - not spend your evenings reconciling transactions.
You're making decisions without a clear financial picture.
Revenue may be growing, but you want to understand cash flow, profitability, and what's really driving the business.
Your accounting has become more complicated.
More customers, employees, vendors, and transactions mean your old system isn't working like it used to.
You're not ready to hire a full accounting team.
You need experienced support without the cost and commitment of building an internal department.
Your Tax Accountant is asking for cleaner financials.
We keep your books organized and your financials ready when tax time or important business decisions come around.
Your Accounting Team,
Without Building One From Scratch.
Set Sail gives you access to experienced accounting professionals at multiple levels - without the time, cost, or complexity of hiring an in-house team.
We work alongside your team to handle the accounting,
provide financial insight, and help solve problems as your company grows. Thinks of us as an extension of your team - not just the people behind the books.
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ACCOUNTING
INSIGHT
SUPPORT
Process improvement
Ad-hoc reporting
Clean-up & catch-up
Tax / audit prep support
Financial reporting
Budget vs Actual
Cash flow visibility
KPIs
Month-end close
Reconciliations
AP & AR
Payroll Processing