Bookkeeping & FinOps
Stop worrying about your books and start focusing on growing your business. Our fractional bookkeeping and financial operations team provides CFO-level insights and support at a fraction of the cost of building an in-house team.
What We Do
From day-to-day bookkeeping to strategic financial planning, we provide comprehensive financial operations support tailored to your needs.
Complete management of your books including accounts payable, accounts receivable, bank reconciliations, and month-end close.
Monthly financial statements, custom dashboards, and KPI tracking to give you visibility into your business performance.
Cash flow forecasting, working capital optimization, and strategies to improve your cash position.
Annual budgets, rolling forecasts, and scenario planning to help you make informed business decisions.
Full-service payroll including tax filings, direct deposits, and compliance with federal and state regulations.
Implementation and optimization of accounting software, integrations, and automated workflows.
Built for Modern Businesses
We leverage the best financial technology to streamline your operations, automate manual processes, and give you real-time visibility into your finances.
Cloud-Native
All your financial data in the cloud, accessible anytime, anywhere.
Automated Workflows
We automate repetitive tasks so you can focus on what matters.
Real-Time Dashboards
Custom dashboards that show you exactly what you need to know.
Seamless Integrations
We connect your accounting system with your other business tools.
Tools We Work With
Don't see your tool? We integrate with 100+ platforms and can work with virtually any system.
Transparent Pricing
Simple, predictable pricing based on your business size and needs. No hidden fees, no surprises.
For early-stage companies with straightforward financials
- Monthly bookkeeping
- Bank & credit card reconciliation
- Monthly financial statements
- Accounts payable management
- Basic financial dashboard
- Email support
Ideal for: Pre-revenue to $1M ARR
Get StartedFor scaling companies with increasing complexity
- Everything in Startup, plus:
- Accounts receivable management
- Cash flow forecasting
- Budget vs. actual reporting
- Vendor management
- Dedicated account manager
- Bi-weekly calls
Ideal for: $1M - $5M ARR
Get StartedFor established companies with complex operations
- Everything in Growth, plus:
- Multi-entity consolidation
- Revenue recognition (ASC 606)
- Investor reporting packages
- Board deck preparation
- CFO advisory hours
- Weekly calls
Ideal for: $5M+ ARR
Get StartedNeed a custom solution? Contact us for enterprise pricing.
Frequently Asked Questions
Get answers to the most common questions about our bookkeeping services.
Bookkeeping is the day-to-day recording of financial transactions – categorizing expenses, reconciling accounts, and maintaining accurate records. Accounting involves higher-level analysis, financial reporting, and strategic advice. We provide both, with a focus on giving you actionable insights, not just clean books.
Our fractional model gives you access to a team of specialists (bookkeepers, accountants, controllers) for less than the cost of one full-time hire. You get expertise across multiple areas, built-in backup coverage, and scalability as your needs change.
We're proficient in all major accounting platforms including QuickBooks Online, Xero, NetSuite, and Sage Intacct. We'll recommend the best solution for your business or work with your existing system.
We can typically begin within 1-2 weeks. The onboarding process includes system access setup, historical data review, and establishing processes. Full transition usually takes 30-60 days depending on complexity.
We prepare your books for tax time and work closely with your tax preparer (or ours) to ensure a smooth filing process. We can also provide tax preparation services for an additional fee.
Ready to Streamline Your Finances?
Let's discuss how our bookkeeping and FinOps services can help your business run more efficiently. Schedule a discovery call today.