Bookkeeping and Fractional CFO Services in Arizona Build a business that runs on clear numbers.

CFO support for owners who want clear financials, useful plans, and more time to run their business. It starts with clean, reliable books.

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Our Services

Start with the CFO. Grow on clean books.

CFO work depends on clean books. If your financials are still unclear, we begin there and build the reporting from that base.

Grow the business

CFO Advisory Services

For owners doing $750K or more in revenue who want to two or three times what they earn, work on the business instead of in it, and buy back real freedom in their life. We turn your numbers into a plan: what is coming, where the profit hides, and where to put your time and money next. When you sell through distributors or retailers, that includes forecasting what actually ships and catching the deductions that quietly eat your margin.

  • Cash flow forecasting and revenue projections
  • Sales forecasting by product, month, and channel
  • Annual budget build, with year-to-go estimates as things change
  • Variance tracking against plan, with the risks and opportunities called out early
  • Scenario planning, so you see the outcome before you commit
  • Job and product profit analysis
  • Marketing and sales performance
  • Operations and project management support
  • A clear plan for where to spend your time and money
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Clean financials first

Bookkeeping Services

If your financials are unclear, start here. We keep your bookkeeping current, catch up what is behind, and code every dollar to the right place, so you can trust the reports you rely on.

  • Monthly bookkeeping and reconciliation
  • QuickBooks cleanup and catch-up for late or messy books
  • Revenue coded by product and service line
  • Clean P&L, balance sheet, and AR reports
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Pricing

Your personal CFO, a fraction of the cost.

Every engagement starts with a free Profit Review, which lets us base your quote on your actual numbers. Bookkeeping has monthly plans below, and CFO Advisory is scoped after the review. You can cancel anytime.

Bookkeeping Plans

No clear financials yet? Start with the books.

Clear books are the foundation for CFO work. If yours are behind or unclear, choose the plan that fits where you are today. Pricing is transparent, and there are no long-term contracts.

Backed by our guarantee.

If you are not happy, you get a full refund, as long as you give us the access and information we ask for on time. Once you are on monthly service, if your CPA finds an error we made, we fix it free and credit you a month.

★★★★★ Rated 5.0 by our clients on Google

Essential

$300 to $350 / month

Best for freelancers and solo owners under $100K in revenue. You want clean books without the extra cost.

  • Monthly bank and card reconciliation
  • Expense categorization with bank rules
  • Monthly financial statements
Start with a free Profit Review
Professional

$450 to $550 / month

Best for growing businesses with more than one account. More money moves each month.

  • Everything in Essential
  • Light AR and AP tracking
  • Quarterly performance summary
  • Priority support
Start with a free Profit Review
Bookkeeping + Lite CFO

$550 to $850 / month

Best for steady businesses that want more than books. You want guidance too.

  • Everything in Professional
  • Custom reports and KPI dashboards
  • Accrual and loan tracking
  • Monthly video walkthrough of your numbers
  • CPA-ready books at tax time
Start with a free Profit Review

Books already clean and ready for the CFO layer on top? That is exactly where our flagship picks up.

CFO Advisory · Our flagship

Doing $750K or more and ready to scale? This is where the growth happens.

CFO Advisory is for owners doing $750K or more who want to grow revenue and make decisions with a clearer view of the business. We build forecasts, review profit by job and product, and give you a clear plan for the next move. The work is built on clean books. Pricing is custom and scoped after your free Profit Review.

Cash flow forecasting Profit by job and product Growth and scaling plan KPI dashboards Operations and project support
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Wins

Real books, real businesses around here.

We bring big-league care to small business. That same care holds up in a Fortune 500 audit and at the top PGA Tour event. Now we put it to work for local businesses. Here is some of that work.

Case Study The 16th hole stadium at the WM Phoenix Open, TPC Scottsdale
PGA Tour · Multi-year engagement

Data, analytics & reporting for the largest-attended event on the PGA Tour.

We turned the WM Phoenix Open's numbers into clear choices. We showed which products made the most money and used past years to predict busy days and staffing. We closed with numbers clean enough to plan the next event. It's the same work we do for a local shop, just at a scale you'd know.

700K+Annual attendees
$250M+Economic impact
100+Products analyzed
14Major sponsors tracked
Apply this to your business
Featured Win · Auto Repair, Apache Junction

350 duplicate deposits? No problem.

Right before taxes, a local shop's books looked wrong. They showed six figures more revenue than the shop earned. We found 350 duplicate deposits. We fixed the books to match real life. Then we set up monthly bookkeeping so it stays right. A free Profit Review catches things like this.

Check my books for leaks
Auto Repair · Apache Junction

Years of double-counted deposits, gone.

Hundreds of payments at Abe's got recorded twice. So the books showed far more revenue than the shop made. We rebuilt them to match reality.

Growth Group Solutions

A chart of accounts that answers questions.

We rebuilt the books in QuickBooks Online. We built a chart of accounts around how the business runs. We kept service work and event work apart. So every report points to a choice, not a generic template.

Buzzed Honey · Shopify

Ecommerce books that keep pace with the store.

This is a growing Shopify brand. We put the money side in order. Now sales, inventory, and cost line up each month. The founders can see what sells and what does not.

Let's see what your numbers are actually telling you.

Get a free Profit Review. We go through your numbers together. Then we show you the first things to fix.

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