MEET YOUR CFO
Niki Blevins
Fractional CFO and Professional Bookkeeper
With over 20 years of experience in the bookkeeping industry, I've built deep expertise supporting businesses across a wide range of industries.
As a bookkeeping expert, I help business owners streamline their finances, stay organized, and run more efficiently through virtual accounting services. Over time, I realized that seeing accurate numbers on paper wasn't enough. Business owners needed to understand what those numbers meant.
That's what led me to expand into fractional CFO services, helping clients see exactly where money is being wasted, and giving them the insight to make smarter, more confident financial decisions.
I believe no two businesses are alike. That's why I tailor my approach to each client's unique needs. Behind every spreadsheet is a person working hard to build something meaningful. I treat every client relationship with the care and attention it deserves, not just as a set of numbers to manage.
MY MISSION
I believe every business owner deserves to understand their numbers, not just see them. My mission is to turn financial complexity into clarity, walking alongside growing businesses with the insight and confidence they need to grow with intention. This isn't just about clean books; it's about giving you the peace of mind to lead your business boldly, knowing exactly where you stand.
What You Can Expect
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A real understanding of your business, not just your numbers. Before any strategy happens, expect questions about how you make money, where your bottlenecks are, and what your goals actually are. Good financial strategy starts with context.
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Regular check-ins, not once-a-year reviews. Depending on the engagement, this might be monthly or quarterly, a standing time to walk through what the numbers are telling you and what to do next.
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Cash flow forecasting. One of the most common reasons businesses bring in a fractional CFO is to stop being surprised by cash crunches. Expect forward-looking projections, not just a look in the rearview mirror.
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Profitability analysis. Which services, products, or clients are actually making you money once real costs are accounted for? A fractional CFO digs into this instead of assuming revenue equals profit.
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Help with big decisions. Hiring, pricing changes, taking on debt, pursuing a new revenue stream — these are the moments a fractional CFO earns their keep, translating the financial impact of a decision before you make it.
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Clear, plain-language reporting. You shouldn't need an accounting degree to understand your own financial reports. Expect explanations that connect the numbers to what they mean for your business.
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A partner who tells you what you need to hear. Part of the value of an outside financial perspective is honesty, including talking about the things that are harder to hear, like a pricing model that isn't working or spending that needs to change.
KIND WORDS
Why work with us?
When you partner with Books & Works, you get a strategic partner who understands both the day-to-day bookkeeping, and the long term strategy to help you plan for the future.
At Books & Works, we handle both. That means your financial statements and financial strategy are always working from the same, accurate, up-to-date information.
A general bookkeeper can tell you what happened. But bookkeeping and have a financial strategy are two different things. Because your books can be accurate and still leave you with no idea of whether you can afford to hire, if your pricing is profitable, or where your cashflow will be in the next 3 months. That's the gap we fill. We work alongside your accounting setup to turn those numbers into a plan. We'll tell you where you are currently, and what to do next to strategically grow your business.
OUR SERVICES
From high level strategic financial advisory services to reliable bookkeeping — we manage it all. You focus on building your business. We provide the financial expertise to help you move it forward.
Fractional CFO Services
We deliver strategic financial guidance, analysis, and insight to help you navigate opportunities, strengthen profitability, and build long-term value.
Financial Strategy & Planning
Financial Strategy & Forecasting
Cash Flow Management and Optimization
Profitability & Cost Analysis
Financial Reporting & KPIs
Budgeting & Planning
Pricing & Growth Strategy
Ongoing Financial Advisory
Full-Charge Bookkeeping
We deliver accurate, timely, and well-organized financial records, providing the dependable financial records your business needs to operate effectively and be tax preparation ready.
Transaction Recording & Reconciliation
Accounts Payable & Receivable
Financial Reporting
Customer Invoicing
Payroll Processing
Sales Tax Filing
Contractor Payments & 1099 Prep
QuickBooks Setup & Cleanup
Payroll and Insurance Audits
Year-end close & CPA coordination