Bookkeeping & reconciliation
Every transaction categorized and every bank and card account reconciled, every month.
Your outsourced accounting team. Every transaction categorized, every account reconciled, and your books closed within 7–10 days, so you get numbers you can trust and actually use.
Every transaction categorized and every bank and card account reconciled, every month.
Books closed within 7–10 days on a written checklist, so nothing slips and nothing is rushed.
Vendor bills tracked, approved, and paid on schedule, so you stay in control of cash going out.
Invoices sent on time and overdue balances followed up, so cash comes in when it should.
Payroll from Gusto, ADP, Rippling, or Deel recorded correctly, including taxes and benefits.
QuickBooks or Xero set up with a chart of accounts built around how your business actually runs.
Months or years behind? We bring your books current and explain exactly what we fixed.
A P&L, balance sheet, and cash summary every month, in plain language.





Hiring in-house means a salary, benefits, recruiting, and everything stopping when one person is out. Outsourcing gives you the skills of a full finance team, sized to your business, for one predictable monthly fee.
Transactions, reconciliations, bills, invoicing, payroll entries, and monthly statements.
Review, internal controls, audit readiness, and more complex accounting as you grow.
Budgets, forecasts, cash planning, and board reporting when the stakes rise.
Your accounting system stays in your name, with full owner access, no matter who does the work.
Read: how outsourced accounting works and what drives the cost ›
Routine work like categorizing and matching runs on automation and is checked by people, which keeps your monthly fee reasonable.
Every close is reviewed by a senior finance professional before it reaches you.
Priced by your transaction volume and number of accounts, and confirmed before we start.
When you need budgets, forecasts, or a monthly review, add CFO Lite without changing teams.
Plans scale with your transaction volume. Add-ons like payroll, bill pay, catch-up work, and system setup are quoted when we scope your engagement.
Instead of hiring an in-house bookkeeper or accountant, you work with an outside team that handles your books, monthly close, and reporting for a fixed monthly fee. You keep full ownership of, and access to, your accounting system.
A bookkeeper records and reconciles transactions. A controller owns accuracy: closing the books, internal controls, and audit readiness. A fractional CFO looks forward: budgets, forecasts, fundraising, and board reporting. We provide all three, so you only pay for the level you need today.
Books are reconciled and locked within 7–10 days of month-end.
QuickBooks Online, Xero, Microsoft Dynamics 365 Business Central, and NetSuite. We also help companies choose and migrate to the right ERP as they scale.
No. Retainers are month-to-month with 30 days' written notice to cancel.
Clean books make everything easier, from tax season to your next loan application. Start with a free 30-minute call.