Small Business Bookkeeping and Fractional CFO Services
A dedicated team of 25 CPAs, controllers, and bookkeepers handling your finances so you can run your business.
We work with small businesses across the country who need clean books, clear financial reporting, and someone who can help make sense of the numbers. Every client gets a dedicated bookkeeper, a controller reviewing every set of financials, and month-to-month agreements with no long-term contracts. Starting at $250 per month.
What We Do
Most business owners we work with were stuck in one of three places before they called us. Their books were months behind and tax season was coming. They had a bookkeeper, but the reports showed up late and they could not tell what was actually happening. Or they were doing it themselves on nights and weekends and missing things that matter.
We fix all three. And for the businesses that have outgrown DIY finance but are not ready for a $200,000 a year CFO, we provide the senior-level financial guidance to help you make better decisions about hiring, spending, pricing, and growing.
Our Services
Bookkeeping Services - Starting at $350/month Monthly bookkeeping with a dedicated bookkeeper, controller review on every set of books, and clean financial statements delivered on a predictable schedule. Bank and credit card reconciliation, books formally closed each month, and year-end coordination with your tax preparer.
Fractional CFO Services - Starting at $250/month Cash flow management, budgeting, forecasting, trend analysis, decision support, and custom financial reporting. For business owners who need help understanding what the numbers mean and deciding what to do next. Weekly, monthly, quarterly, or project-based.
Personal Finance Management - Starting at $450/month Bill pay, expense tracking, account reconciliation, personal balance sheets, and cash flow reporting for busy professionals, retirees, high net worth individuals, and families managing finances for aging parents.
Customized Financial Reporting Custom dashboards and reports beyond what comes out of QuickBooks. Built with ReachReporting, DOMO, and other tools to show you the data that actually matters for your business.
White Glove Bill Pay Hands-off bill payment management for individuals and families. We handle prompt, accurate payments across all of your accounts so nothing slips through.
Peak Review A one-time diagnostic of your accounting setup. We review your software configuration, chart of accounts, and financial statements and tell you exactly what needs to be fixed.
Who We Serve
We work with small businesses in the $250,000 to $5 million annual revenue range across a wide range of industries.
Law firms and attorneys
Construction companies and contractors
Medical and dental practices
Real estate investors and property managers
Retail stores
Technology and software companies
Marketing and creative agencies
Architects and consultants
Non-profits
Farms and agricultural operations
Based in Utah. Working with clients across the country remotely.
How We Are Different
You get a dedicated team, not a call center. The same bookkeeper, the same controller, the same CFO. They learn your business, your industry, your vendors, and your preferences. You can reach them with questions.
Every set of books is reviewed by a controller. Most small bookkeeping firms skip this step. We do not. Before any financial statement reaches you, a controller reviews the work for accuracy and catches things a junior bookkeeper would miss.
Transparent pricing, no long-term contracts. Our services are month-to-month or project-based. That is our way of showing you we will earn your business every single month. If we are not the right fit, you can leave.
We work with the tools you already use. QuickBooks, Xero, Bill.com, Gusto, ADP, Paychex, Stripe, Expensify, Toast, LawPay, ReachReporting, and more. You should not have to switch your entire software stack to hire a bookkeeper.
CPA credentials and QuickBooks ProAdvisor certification. Our team of 25 holds the credentials that matter. We are not learning on your dime.
What Our Clients Say
"The team demonstrates an in-depth knowledge of accounting principles and keeps up to date with the latest industry practices. They have handled our complex financial records with care. It is evident that they genuinely care about our company's financial success." -Becky
"They have impeccable client service and risk awareness. As I work with the team I am heard, and my best interests are always taken into consideration." -Nicole