You can DIY for a while, but consistency and accuracy usually suffer as you grow. A bookkeeper keeps the day-to-day tight so you can focus on running the business.

Bookkeepers record and reconcile. Accountants focus on compliance and tax. A CFO turns numbers into strategy—forecasting, cash flow planning, and decision support.

When you’re making bigger decisions (hiring, pricing, equipment, expansion) and want forward-looking clarity—budgets, forecasts, cash planning, KPIs—without a full-time salary.

Yes. We triage, standardize your chart of accounts, reconcile, and deliver clean starting balances. Most cleanups run in parallel with current-month work so you can move forward fast.

We prefer QuickBooks Online. If you’re on something else, we’ll assess whether to optimize what you have or migrate. The goal is clean data and a workflow you’ll actually use.

Absolutely. We coordinate so books, tax, and advisory stay aligned—no duplicate effort, no surprises at year-end.

Bookkeeping is a fixed monthly rate based on volume/complexity. Cleanup is a defined project fee. Fractional CFO is a monthly advisory package with clear deliverables and cadence.

• 30: Access, diagnostics, cleanup plan, immediate fixes.

• 60: Reporting rhythm, cash-flow view, quick wins.

• 90: Forecast/budget in place, KPI dashboard, decision cadence.

Read-only bank/credit feeds, accounting file access, and key documents (prior statements, payroll, loans). We’ll outline exactly what to grant and how.

Yes. Most work is remote. We use secure portals and meet via video on a regular cadence.

Principle of least privilege, MFA on all systems, secure document sharing, and read-only access wherever possible. No passwords in email—ever.

Book a 30-minute consultation. We’ll clarify your priorities, outline a plan (bookkeeping and/or advisory), and confirm pricing and next steps.