Done-for-you bookkeeping that makes business simpler (and gets your dream life closer)

We do not currently offer tax prep services, but our work is an essential part of tax preparation — and your tax pro will love you for working with us!

(Plus, you’ll finally head into tax season feeling calm and prepared, zero late-night QuickBooks marathons required.)

We’re going to let you in on a little secret — you get more than reports.

Here’s the deal:

By the 15th of each month, you’ll get an email from us that summarizes both the month and year-to-date performance (in plain English!), outlines the suggested amount of revenue to set aside for taxes, and flags any issues you need to be aware of — like duplicate transactions, suspicious charges, or weird subscriptions.

Then, of course, you get the reports too, including your:

• Profit & Loss Statement, which shows your income and expenses

• Balance Sheet, which gives you a snapshot of your business's financial health

• Statement of Cash Flows, to clearly see where your cash actually went

• Account Transactions, which is your detailed list of the month's transactions

We also include a detailed cover sheet that explains how to read each of these reports, along with questions to ask yourself while reviewing the numbers.

And if you have questions? We’re available via Voxer and email from 10 am to 4 pm CST every weekday.

Pssst… thinking of opting for a quarterly cadence? No sweat, you’ll receive all of the above at the start of each quarter.

During the onboarding phase of our relationship, you will have a few tasks to take care of — like helping us get account access and filling out our New Client Questionnaire.

But once everything’s connected and we have what we need to get started, your monthly time commitment will be minimal. You’ll see a few questions from me each month, but the rest of your time can be spent elsewhere (finally!).

The short answer is yes! No matter what kind of small business you have, we’d be honored to step in as your financial partners and keep your books clean. If you’re still unsure if your business fits the bill, please fill out our no-commitment inquiry form so we can give you a personalized answer.

Nope! While we are obsessed with the simplicity of Xero for most small businesses (and can’t guarantee you won’t love the idea of a lower monthly subscription price with better features), we can work with any accounting software, from QuickBooks to Wave and FreshBooks, without issue.

Whereas a bookkeeper records past transactions so you have the financial data you need to make smart decisions (and be stress-free at tax time), a fractional CFO uses your clean books to focus on future financial strategy, analysis, and forecasting to help them make proactive business decisions. 

They are separate but complementary roles, and we’d be proud to support you in either (or both!) capacities.

You might be ready for a CFO partnership when you’re making consistent sales, seeing your revenue increase, and want to use your specific financial data to arrive at the “right” decisions more easily. You want to scale, spend less time in your business, and know where you’re going (and how you’re getting there) — and that’s where a fractional CFO steps in.

After an initial Financial Health Assessment, we’ll build out a detailed, forward-looking income statement to project your business’s future profits and cash flow projections.

Then, each month, you’ll receive updates via your customized visual KPI dashboard that will show you how your business is performing. You’ll get monthly Loom overviews and quarterly review meetings, as well as as-needed strategic support on financial questions big and small.