Better decisions start with better financials.

Bookkeeping is the foundation — keeping your records accurate, reconciling accounts, categorizing transactions, and producing monthly financials. A Fractional CFO is the strategic layer on top: interpreting those numbers, building forecasts, identifying risks and opportunities, and helping you make better high-level decisions. Many clients start with bookkeeping and layer in CFO services as their business grows.

Pricing is based on your transaction volume, number of accounts, and which services you need. We provide flat monthly rates — no hourly billing, no surprise invoices. After a free discovery call, you'll receive a clear proposal tailored to your business before you commit to anything.

It doesn't matter how far behind you are — whether it's a few months or several years, this is one of the most common situations we step into. We offer catch-up and cleanup bookkeeping to get your records current before transitioning to ongoing service. We'll assess the scope during your discovery call and give you a transparent quote for the catch-up work upfront.

Yes. We regularly rebuild and reconcile prior-year books — re-categorizing transactions, fixing reconciliation gaps, and producing clean, tax-ready financials. Once your historical records are accurate, we transition you onto a steady monthly process so you stay current going forward.

Absolutely — and we encourage it. We complement your CPA, not replace them. We handle day-to-day financial operations and produce clean records that make tax season smoother and less expensive for both you and your preparer. We coordinate directly with your CPA as needed throughout the year.

To get started, we typically need view access to your bank and credit card accounts, your accounting system, and payroll (if applicable), along with a quick conversation about how your business operates. We guide you through exactly what's needed during onboarding — the process is designed to require minimal lift from you.

At minimum, you'll receive monthly financial statements and a summary from your dedicated contact. Clients on Growth and Fractional CFO plans also receive a monthly strategy call. Beyond scheduled touchpoints, we're accessible by email throughout the month and respond within one business day — usually faster.

Once you sign on, we connect to your accounting system, conduct a thorough review of your books, and get everything organized — typically within the first week. You'll have a dedicated contact from day one and a clear picture of your financials before the end of your first month. The process is designed to require minimal lift from you.