OUR SERVICES

The support you need, nothing you don't.

Our professional bookkeeping and Fractional CFO services provide businesses with accurate financial management and strategic insights tailored to your needs. Let us handle the numbers while you focus on growing your business with confidence.

Choose accurate, up-to-date books, strategic financial guidance, or both working together.

Bookkeeping Fractional CFO

Bookkeeping servicesFractional CFO servicesQuickBooks setup & cleanupPayroll & sales taxCash flow forecastingServing businesses nationwide

The Foundation

Bookkeeping Services

Bookkeeping is the day-to-day work of recording transactions, reconciling accounts, categorizing expenses, and making sure your books reflect what's actually happening. Without clean, current books, everything built on top of them is shaky.

✓︎ Transaction recording & reconciliation ✓︎ Accounts payable & receivable ✓︎ Financial reporting ✓︎ Customer invoicing ✓︎ Payroll processing ✓︎ Sales tax filing ✓︎ Contractor payments & 1099 prep ✓︎ QuickBooks setup & cleanup ✓︎ Payroll & insurance audits ✓︎ Year-end close & CPA coordination

I Need a Bookkeeper

WHAT YOU CAN EXPECT

Working with your bookkeeper.

A clean starting point. Before monthly work begins, expect a review of your current books, accounts, and QuickBooks setup. If cleanup is needed, we take care of it first, so everything that follows is built on accurate numbers.

Every transaction recorded and categorized. Your income and expenses are tracked consistently and coded to the right categories, so your books reflect what is actually happening in your business.

Monthly reconciliations. Your bank, credit card, and loan accounts are reconciled to their statements every month, so errors, duplicates, and missing transactions are caught early.

Financial reports you can count on. Expect an up-to-date profit and loss statement and balance sheet each month, so you always know where your business stands.

Payroll, sales tax, and 1099s handled. Filings and deadlines are tracked and met, so nothing important slips through the cracks.

Books that are ready for tax time. When the year ends, your books are already closed and organized, and we coordinate directly with your CPA.

Answers when you have questions. You'll work with a bookkeeper who knows your books and can explain what you're seeing in plain language.

View The Future

Fractional CFO Services

Your Next Level of Growth

A Fractional CFO is an experienced financial strategist who gives you the same high-level guidance as a full-time CFO, at a fraction of the cost. It's the right fit for businesses that have outgrown basic bookkeeping but aren't ready to hire a full-time executive.

Where bookkeeping records what already happened, a Fractional CFO explains why it happened and what to do next: where cash is getting tied up, which services are truly profitable, and what needs to happen this month to reach your goals six and twelve months out.

✓︎ Financial strategy & planning ✓︎ Forecasting ✓︎ Cash flow management ✓︎ Profitability & cost analysis ✓︎ Financial reporting & KPIs ✓︎ Budgeting & planning ✓︎ Pricing & growth strategy ✓︎ Ongoing financial advisory

I Need a Fractional CFO

Niki Blevins, Fractional CFO, standing beside a leather chair

WHAT YOU CAN EXPECT

Working with your Fractional CFO.

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.

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.

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.

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.

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.

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.

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.

Not sure which fits? Let's talk.

A free consultation is the fastest way to find out what your business needs.

Book a Discovery Call