Accounting that makes your numbers trustworthy.

What you get

• Period close: the books closed properly each month and quarter
• Financial statements prepared for management and lender use, explained in plain English
• Review of how transactions are classified, so the statements mean what they say
• Management reporting on the areas you actually need to watch
• Year-end records prepared and handed to whoever files the return
• A standing quarterly review to go through the numbers together

Who we work with

• Owners who have bookkeeping but no one turning it into readable statements
• Businesses whose numbers do not seem to match what they are seeing day to day
• Anyone who needs figures a bank, lender or investor will take seriously
• Owners who want to understand their statements rather than just receive them

What to expect

1. Start from numbers you can trust. We confirm the records are current and consistent before drawing any conclusions from them.
2. Understand what the numbers are telling you. Statements are prepared and then explained, so the figures mean something rather than just balancing.
3. Get statements you can hand to anyone. Prepared so they hold up with a bank, a lender or the person filing your return.
4. Keep the picture current. A standing review means you are working from this quarter's numbers, not last year's.

Common questions

Is this the same as bookkeeping?

No. Bookkeeping records the transactions. Accounting closes the period and turns those records into financial statements that are correct, readable, and safe to hand to a bank or a tax preparer.

How is this different from Fractional CFO?

Accounting tells you what has happened, stated correctly. Fractional CFO is forward-looking: forecasting, budgeting and the decisions that shape the year ahead. Accounting is the reliable record those decisions get made from.

Do I need bookkeeping as well?

The work needs current, reconciled records. If we keep your books that is already handled. If someone else does, we will work from theirs.

What do accounting plans cost?

Plans start at $299 a month and cover most accounting and bookkeeping work. Where the scope is unusual we price it for the case instead. The consultation is free and we quote before you commit.

Related: Bookkeeping · Tax Preparation · Business Formation & Compliance

Based in Bel Air, Maryland, working with clients wherever they are. Book a free consultation →

This page describes services we offer. It is not tax advice, and nothing here predicts what any particular business or individual will owe or save; that depends on your circumstances, which is what the consultation is for.