Everything your books need, every month
Monthly essentials
- Transaction categorization and bank/credit-card reconciliation
- Accounts payable and accounts receivable management
- Payroll coordination and reporting
- Month-end close on a predictable schedule
What you receive
- Profit & loss, balance sheet, and cash-flow statements
- Plain-English notes on what changed and why it matters
- A short monthly review call to walk through the numbers
- Books that are tax-ready, so your CPA bills you less
Books you can run the business on
Most bookkeepers hand you statements and disappear. Because we are a fractional CFO firm, your books are structured from day one to feed forecasts, KPI tracking, and lender or buyer diligence later.
When you are ready, your bookkeeping engagement upgrades naturally into financial planning & analysis, with no rework and no switching firms.
Bookkeeping questions
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No, we complement them. We handle the month-to-month books and management reporting; your CPA handles tax filing and compliance. In practice, clean monthly books usually lower your tax-prep bill.
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We work inside the software you already use. If you are still on spreadsheets, we will recommend a setup that fits your size and migrate you cleanly.
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Yes, cleanup projects are one of our most common engagements. We reconcile, recategorize, and document everything, then move you onto a steady monthly rhythm.
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A part-time bookkeeper records transactions. You get that, plus CPA oversight, management-ready statements with commentary, and a direct line to CFO-level thinking when decisions get big.
Start with a free look at your books
Send your recent statements. We will show you exactly what we would fix first, before you pay anything.