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Who We Serve
Our CFO-Level Bookkeeping service is designed for business owners who want more than basic bookkeeping. It’s for those who need monthly financial insight, growth strategy, and accurate reports they can use to make real decisions.
This service is ideal for:
• Business owners earning $150k+ per year
• Entrepreneurs ready for proactive support — not just compliance
• Service-based businesses with ongoing financial activity
We serve a wide range of industries, with a strong focus on health and wellness professionals, including:
• Medical providers (physicians, therapist, nurse practitioners, traveling nurses, health & wellness providers)
• Beauty professionals (salon owners, estheticians, stylists)
• Truckers and logistics companies
• Consultants and coaches
• Therapists and mental health professionals
• Real estate agents and property managers
• IT specialists and tech consultants
• Marketing agencies and branding firms
• Social media managers and content creators
• Web Design and development companies
• Digital advertising consultants
• Social media managers and content creators
• Other service-based businesses, especially those with depreciating assets or equipment-heavy operations
What Is CFO-Level Bookkeeping?
CFO-Level Bookkeeping goes beyond basic bookkeeping. It gives you clean monthly books, financial interpretation, and strategic guidance so you understand what your numbers mean and how to use them to grow. This level of support helps you stay organized, plan ahead, improve cash flow, and make confident financial decisions every month.
This service includes:
• Monthly bookkeeping: categorization, reconciliation, and reports
• Custom financial reports delivered monthly
• Monthly strategy sessions to review your numbers and progress
• Business health check-ins to monitor trends and problem areas
• Estimated Taxes Calculations
• Quarterly reviews and financial planning
• Guidance on tax readiness and financial structure
• Simple budgeting support to help you plan and stay on track
• Key financial KPIs monitored so you understand what’s driving your business
• Guidance that helps you use your numbers to make confident decisions
Additional services — such as payroll and tax preparation — can be added as needed, depending on your business model and support level.