You do bookkeeping?

For a selection of our CFO clients, yes we do.

You mean you won’t do my books if you’re not my CFO?

Yes, that is accurate.

Why?

The CFO Services create outstanding outcomes for our clients. It keeps owners engaged (especially when they’re feeling overwhelmed by business in general) by giving them a regular touch point to pause, review, digest and ruminate - all without self-judgement.

For our own internal processes, we find we’re able to keep tighter deadlines and produce more accurate results when we have CFO + Bookkeeper teamwork because more sets of eyes on our client books leads efficient, accurate data.

Will you do my income taxes?

No, absolutely not.

I’m currently a CFO client and want to chat about adding Bookkeeping Services.

Sure thing! Let’s do it.

I’m not a CFO client, but I’m curious to learn more.

Sure thing! Start here.