Bookkeeping & fractional CFO
Books you can actually make decisions from.
We close your month on a schedule, in plain English, with the same people every time. No dashboards you have to interpret, no quarter-end surprises, and a price that comes from the shape of the work rather than a sales call.
A typical month, closed
Day 1–8- Transactions categorised
- 1,284
- Accounts reconciled
- 6
- Questions we sent you
- 3
- Statements delivered by
- Day 8
Illustrative figures from an invented client. This firm is fictional.
Four rungs, and you only climb when the business does
Most firms sell one package and hope it fits. We sell a ladder: you start on the rung your books actually need, and you move up when volume, entities or reporting obligations make the next one cheaper than the alternative.
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Cleanup & catch-up
A one-time project to bring the history current — months rebuilt, accounts reconciled back to the last known-good close, opening balances you can stand behind. Quoted on its own, never folded into a monthly figure.
one-time scoped per month recovered
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Monthly bookkeeping
Categorise, reconcile, close. Statements land in the first week of the following month and the questions we ask you are few and specific.
from $450/mo illustrative
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Controller
Everything above, plus reporting you can hand to a lender, documented process, and a second qualified person reviewing the close before it reaches you.
from $1,200/mo illustrative
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Fractional CFO
Forecasting, cash planning, pricing work, and the board or lender conversations that need someone who can defend the numbers in the room.
from $2,600/mo illustrative
Every figure on this page is invented for the demo. A real quote comes from entity structure, transaction volume, account count and how far behind the books are — the four things the intake form asks about.
Behind on your books? So is nearly everyone who calls us.
We ask how far behind you are because it changes the quote — not because it changes what we think of you. Nobody started a business because they wanted to reconcile a bank feed. The months get away from people who are busy running the thing that makes the money, which is to say: they get away from the good operators too.
There is no version of this conversation where we are exasperated with you. Eighteen months of receipts in a drawer is a scoping question, not a confession. We will tell you what the catch-up costs as a separate one-time number, so you can see exactly what is history and what is ongoing, and decide about each independently.
What lands in your inbox every month
The same package, the same week, in a format you will recognise by the third month. Statements are the point; the software they came out of is not.
| Report | What it answers | Sample |
|---|---|---|
| Profit & loss | Did the month make money, and where did it come from? | $12,480 |
| Balance sheet | What the business owns and what it owes, as of the close. | $86,215 |
| Cash flow statement | Where the cash actually went, which is rarely where profit did. | $4,905 |
| A/R ageing | Who owes you, how much, and for how long it has been sitting. | $7,300 |
| A/P ageing | What you owe and when each of it falls due. | $3,140 |
| Close note | One page, plain English, on what changed and what we noticed. | — |
Scoping your books needs counts and bands. Nothing else.
You can price this engagement to within a few hundred dollars a month without anyone seeing inside your accounts. So that is what our intake asks for — and pointedly, what it does not.
What we ask
- How the business is set up — sole proprietor through multiple entities
- Roughly how many transactions run through it in a month
- How many bank and card accounts there are — a count, not a list
- A revenue band, and how many months of catch-up there are
What we never ask
- Account numbers, routing numbers or statements
- Balances, or any exact dollar figure at all
- Logins to your cloud accounting software or your bank
- Tax identification numbers, or anything that identifies a person
Tell us where the books are
Describe your finances in your own words — how the business is set up, how busy the books are, what you would like off your plate. The form reads it, works out what it already knows, and only asks about the rest. Two minutes, and you leave with a monthly number and, if you need one, a separate catch-up figure.
Use the Price my books button in the corner to begin.