Meet Your New Remote CFO

We deliver everything you need to grow your business from a strong financial foundation. Then we get out of your hair.

open bookkeeping Q4 earnings help
open bookkeeping tax return

You Have Better Things To Do Than Calculate KPIs

We don’t frost custom cakes or hand-tailor suits or pull off elegant events without a hitch—but you do. Let us handle the numbers so you can focus on what you’re great at.

One Dedicated Accountant

Your expert accountant keeps an eagle eye on your books and is here for your questions. No extra charge for that phone call or email. Ever.

Your Tech Managed

Tech is key, and so is managing it well. We keep an eye on your integrations so you know they’re functioning exactly as they should.

Hands-Off or Hands-In

Some people just want the bigger picture, some people want the details. We adapt to you, letting you be as involved (or not) as you want.

Budgeting & Forecasting

We’ll help you clarify your goals and map out a future for your business. Then we’ll show you how your plans are matching up to what’s actually happening so you can adjust accordingly.

KPIs & Metrics

We’ll create custom metrics to measure your success and regularly report on how things are going. Plus, with a personalized dashboard, you’ll see the key metrics that are most important to you so you can get the information in just a glance.

Deferred Revenue & Revenue Recognition

If you have customers paying quarterly, annually, or irregularly, we can reconcile and create schedules to know exactly what your deferred revenue is. This will help you plan come tax time and understand the complete financial picture for your business.

Mar is the BEST! Professional, capable, competent, and great to work with!

Owner at Violins, Etc.

Our Pricing

Bookkeeping, Tax Prep, and CFO Services starting at $295 a month

Our prices only grow as your business does. We’re in it with you for the long haul.

open bookkeeping schedule a call
open bookkeeping schedule a call

Let’s See if We’re a Good Fit

Schedule a free 30 minute call to feel out if we’re the best solution for your business. We’ll discuss what you need and what package we think is right for you.