Your books, handled by a CFO.
Stop guessing at your numbers. Get accurate, decision-ready books every month from a finance professional with 15+ years of corporate experience.
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Not Your Average Bookkeeper
Most bookkeepers categorize transactions. I review your entire financial picture with the same eye I used managing multi-entity closes and presenting to boards.
Cheap bookkeeper
Categorizes transactions. Sends you a P&L you can't use. Misses fees, lumps expenses, and doesn't know what COGS means in your business.
Alex Smith Finance
Every transaction reviewed with a CFO's judgment. Fees broken out by type. Revenue recorded correctly. Books you can actually make decisions from.
Big accounting firm
Hands you off to a first-year associate. Charges $300/hr. Treats your $500K business like an afterthought between their enterprise clients.
Services
For founder-led businesses doing $500K to $5M in annual revenue. Whether you sell on Amazon, manage rental properties, or run a growing service firm, your books get the same CFO-level attention.
Monthly Bookkeeping
Clean, accurate books every month from someone who's managed closes for multi-entity corporations. I work with e-commerce sellers, property managers, professional service firms, and growing businesses across industries.
Essentials
Starting at $400/moBest for: Straightforward businesses with a single entity and clean-ish books
- Monthly video walkthrough of your financials in plain language
- P&L and balance sheet delivered by the 12th
- Bank and credit card reconciliation
- Year-end tax-ready books for your CPA
Growth
Starting at $700/moBest for: Growing businesses that need real financial visibility to make decisions
- Everything in Essentials, plus:
- Live monthly review call to walk through your numbers
- Cash flow statement and quarterly trend dashboard
- Financials delivered by the 8th
Full Operations
Starting at $1,200/moBest for: Complex operations, multiple entities, or preparing for a major financial event
- Everything in Growth, plus:
- Monthly strategy call and direct phone/text access
- Margin analysis and trend reporting
- Financials delivered by the 5th
Exact pricing depends on your setup. Book a free call and I'll give you a clear quote within 24 hours.
Fractional CFO & Advisory
Strategic financial leadership without the six-figure salary. The forecasts, reporting, and guidance you need to grow with confidence.
Advisory Add-On
Let's TalkBest for: Existing bookkeeping clients who want strategic financial support
- For existing bookkeeping clients who want strategic support
- Cash flow forecasting, monthly strategy call, KPI tracking
- Board-ready reporting and financial dashboards
Standalone Fractional CFO
Let's TalkBest for: Companies that need CFO-level thinking without a full-time hire
- Full financial leadership for growing businesses
- Board/investor reporting, financial modeling, budgeting, forecasting, and strategic advisory
- Built for companies that need CFO-level thinking without a full-time hire
Every engagement is scoped to your business. Book a free call and I'll put together a proposal that fits.
Not Sure Where You Stand?
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Take the Free ScorecardHow It Works
Book a Call
We'll talk through your business, your current books, and what's not working. No sales pitch. Just a real conversation.
Get a Clear Proposal
Within 24 hours, you'll have a written scope, fixed monthly price, and timeline. No surprises, no hourly billing.
Your Books Are Handled
Accurate financials, on time, every month. Statements you can actually read. No more tax-season panic or guessing at your margins.
Every client gets the same process I used managing closes for multi-entity corporations. The only difference is you don't need a finance department.
Common Questions
What software do you use?
QuickBooks Online for most clients. For e-commerce, I also pull data directly from Shopify, Amazon Seller Central, and eBay, plus any payment processors you use. I'll recommend the right setup during our first call.
I'm not an e-commerce business. Can you still help?
Absolutely. I work with property managers, professional service firms, contractors, and other small businesses. The bookkeeping tiers on this page are structured by complexity, not industry. If your books need work, I can help.
What if my books are a mess right now?
That's actually how most engagements start. I'll do a full cleanup first, get everything current, and then move into the monthly engagement. I've untangled 2+ years of backlog in as little as two weeks.
Will I actually talk to you, or get handed off to someone?
You work directly with me. I review every set of books with the same judgment I applied to eight-figure budgets. There's no handoff to junior staff, no ticket queue, no offshore team. That's the whole point of this practice.
How is this different from a $300/month bookkeeper?
A $300/month bookkeeper categorizes transactions. I review your entire financial picture with 15 years of corporate finance experience. Your fees get broken out by type, your revenue is recorded correctly, and your books are something you can actually make decisions from. You're getting CFO-quality work at a bookkeeping price.
Can't AI just do my bookkeeping now?
AI is great at categorizing transactions. It's terrible at judgment. It won't catch that your largest vendor changed payment terms, flag that your margins are shrinking because of a fee increase you didn't notice, or know that a refund spike in March is seasonal for your business and not a red flag. I use automation to handle the repetitive work faster. The analysis, the review, and the decisions about how to categorize your specific business come from me.
Do you work with my CPA at tax time?
Yes. Your books will be clean, reconciled, and ready to hand off. I'll coordinate directly with your CPA to make sure they have everything they need. No scramble, no surprises.
Do you help with one-off projects?
Yes. If you have a specific process that needs to be built, cleaned up, or automated, I do project-based work as well. Past examples include building financial models, cleaning up years of backlogged books, and setting up reporting systems from scratch. Book a call and we can scope it.
Ready to Get Your Books Right?
Book a free call and let's figure out exactly what you need.
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