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Business Books Setup
Finally know if you're actually making money.
You keep your own books. We set up QuickBooks Online, teach you how to run it, and reconcile and check your books every week, so your numbers are ready when you need to make a decision.
Led by Kristie Hight, CPA · 17 years in accounting and operations
Your Stripe fees are landing in Office Supplies. Move them to Merchant Fees, and set a bank rule so it doesn't happen again.
Yours is based on your books.
Illustrative example
Who does what
You run your books. A CPA has your back.
You
- Enter and categorize your transactions
- Keep receipts and records in one place
- Make the fixes from your weekly report
Us
- Set up QuickBooks Online and map your chart of accounts
- Teach you the basics and how to get around
- Reconcile every bank, card and loan account
- Check your books every week
- Send a weekly report: what we noticed and how to fix it
How it works
Set up, trained, and checked every week.
Setup
We set up QuickBooks Online and map your chart of accounts to how your business makes and spends money.
Training
We teach you the basics and how to get around, so you can keep up with your books on your own.
Weekly check
Every week we reconcile your accounts, check your books, and send a short report: what we noticed and how to fix it.
Business Books Setup
- QuickBooks Online set up for your business
- Training on the basics and how to get around
- Every bank, card and loan account reconciled
- Weekly check of your books by a CPA
- Weekly report: what we noticed and how to fix it
Ready for more than clean books?
Clean books show what's happening. CFO support helps you decide what's next.
See Fractional CFO ›Questions owners ask
Is this bookkeeping?
No. You enter and categorize your own transactions. We set up QuickBooks Online, reconcile your accounts, and check your books every week, so mistakes get caught early.
Do I need QuickBooks Online?
Yes. You'll need your own QuickBooks Online subscription. We set up the file and map your chart of accounts for you.
What's in the weekly report?
What we noticed in your books that week and how to fix it, in plain English.
Do you do taxes?
No. We don't prepare or file taxes. What we give your tax preparer is clean, reconciled books.
What happens after 12 months?
By then, your books are in good shape and you're ready to focus on growing your business. That's when you move into Fractional CFO.
Keep guessing, or know your numbers.
A short call to see where your books stand and get them set up right.
Schedule your call