Bookkeeping + Fractional CFO
Pro Bookkeeping Plus closes your books on time, every month — reconciled, CPA-ready, and delivered with the reporting a growing business actually uses. When you're ready to plan bigger, we step in as your fractional CFO.
Close by day 8 Flat monthly pricing CPA-ready year end
What we do
Built for operators — property management, construction, professional services, and growing service businesses that need numbers they can act on.
The monthly rhythm that keeps your business current, compliant, and ready for anything — tax season, a loan application, or a hard question.
Delivered monthly + Close by day 8
Explore bookkeeping →Senior finance leadership at a fraction of a full-time hire — the forward view that turns clean books into better decisions.
Scoped to your stage + No full-time overhead
Explore fractional CFO →How it works
We look at your current books, tools, and pain points, then scope a fixed monthly engagement — you'll know exactly what it costs and what you get.
Free + about 30 minutes
We bring prior months current, correct miscategorized transactions, and reconcile every account so you start from a clean baseline.
One-time + quoted up front
Books closed by a set date each month, statements delivered, and a standing call to walk through what changed and what it means.
Ongoing + cancel anytime
The plus in Plus
Most businesses outgrow "just the books" before they can justify a $250K finance hire. A fractional CFO fills that gap — the same strategic finance work, scoped to the size of your business today.
Plans
Every plan is a flat monthly fee, scoped to your transaction volume and complexity after the diagnostic review.
Essentials
For businesses that need clean, current, compliant books — nothing more, nothing less.
Growth
For owners who want more than clean books — they want to understand what those books are telling them.
CFO+
For businesses ready to plan forward — full bookkeeping plus fractional CFO leadership.
No hourly billing. No surprise invoices. Catch-up and clean-up work is quoted separately, up front, after the free diagnostic review.
Questions
Yes — catch-up work is where many engagements start. After the diagnostic review, we quote the clean-up as a one-time project, bring everything current, and then move you onto the monthly rhythm.
We work primarily in QuickBooks Online and Xero, and coordinate with the tools around them — Gusto, Bill.com, Ramp, Stripe, and your bank feeds. If you're on desktop software or spreadsheets, we'll manage the migration as part of onboarding.
No — we make your CPA's job easier. We keep the books clean all year and hand off a complete, reconciled year-end package, which typically reduces tax-prep time and fees. We're happy to work directly with your existing tax preparer.
Both. During the diagnostic review we'll look at how you operate, what your lenders or investors expect, and what your CPA files, then recommend the basis that fits — and keep it consistent.
Bookkeeping records what happened; a CFO decides what to do about it. Our fractional CFO work covers forecasting, budgeting, margin analysis, and financing strategy — the forward-looking layer that sits on top of clean books.
Engagements are month to month after onboarding. We'd rather earn the renewal every month than lock you in.
Get started
Tell us a little about your business and we'll schedule a free 30-minute diagnostic review — no pitch, just a clear read on where your books stand and what it would take to fix them.
We reply within one business day.
Thanks — we'll be in touch within one business day to schedule your diagnostic review.