Bookkeeping with
CFO Expertize
Bookkeeping That Matters
Your books deserve more than just data entry – they deserve attention, expertise, and a team that truly gets your business.
Behind every number is a business decision, so your success depends on having bookkeeping you can trust.
We dig deep, ask the right questions, and transform unorganized information into reliable, accurate financial reporting that helps you grow.
Our experienced team anticipates your needs, spots opportunities, and creates order from complexity. We make sure your books support confident business decisions.
Change Starts Here
Just as you can't skip chapters in a story, your financial success follows a natural progression. We begin with organization, maintainwith accurate bookkeeping, to give you reliable insights needed to confidently plan your next business move.
Get Caught-Up
We’ll organize and update your accounting system for accurate financial tracking moving forward.
What's Included: - Review and fix issues in your current accounting system - Set up a new, efficient system tailored to your business - Clean up past transactions for accuracy - Implement streamlined processes for better bookkeeping - Get expert guidance for organized, reliable financial records - Get your bookkeeping current and ready for the future planning This one-time service is billed hourly based on your needs.
Simply Bookkeeping
We ensure your bookkeeping is accurate, complete, and delivered with monthly reports to keep you informed.
What's Included: - Accurate transaction categorization and account reconciliation - Monthly Profit & Loss and Balance Sheet reports - Support via email and text for your accounting questions - Expertly maintained books for your peace of mind Starting at $450 a month
CFO Bookkeeping
Elevate your business with comprehensive bookkeeping plus strategic forecasting and guidance.
What's Included: - Includes everything in Simply Bookkeeping - Custom financial forecast tailored to your goals - Monthly forecast updates based on actual performance - Strategic advice for key decisions such as hiring, investing, and planning - Premium communication via Voxer or private Slack - Calls can be scheduled when needed (additional fee) - Direct access to CFO for expert advice and planning Starting at $1,275 a month
"The Finance Agency has helped me to organize and track revenue and expenses, and has streamlined my invoicing processes, giving me back hours of time that I can spend on projects I love."
andi - content creator
