Your Trusted Bookkeeping Partner
Our CBOs began working with clients across Los Angeles and Orange County, refining the systems and structure that define our approach today. Now, that same level of expertise supports businesses nationwide, providing clarity, accuracy, and control in every set of books.
A Dedicated Chief Bookkeeping Officer
More than a bookkeeper, your CBO is a senior-level financial partner. We provide industry-specific oversight and strategic insight to confidently inform your most critical business judgments and drive future growth.
Consistent, Monthly Bookkeeping
Stop dreading tax season. We ensure your books are reconciled long before the deadline, month after month. The result is zero last-minute stress, and the absolute peace of mind that comes with an accurate, compliant, and on-time filing.
Clear and Timely Financial Reporting
Finally, reporting that drives your business forward. We deliver your financials with uncompromising accuracy and on a predictable, routine schedule. No surprises, no gaps, just the actionable insight you need to confidently manage growth.
Financial Clarity for Every Industry
Your industry is unique, and so are its bookkeeping challenges. We step in to untangle the details, keep your numbers clean, and give you a clear view of your finances. From law firms to medical practices, we tailor every bookkeeping service for accuracy and peace of mind.
Who We Serve
We work with owners and operators who want more than bookkeeping, they want insight, accuracy, and control. From small businesses to regulated industries like medical and legal, our Chief Bookkeeping Officers bring clarity to complex financial operations so you can make better decisions with confidence.
Eliminate the stress of IOLTA compliance. We specialize in required 3-way reconciliations and reliable reporting, ensuring clarity between client funds and firm income for continuous audit readiness.
"As a PI lead attorney, that February trust attestation used to sit in the back of my mind all year. With our CBO keeping our IOLTA tight and reconciled, I finally sign it with real confidence instead of anxiety."
Roland
Owner of a Los Angeles Area Law Firm
We help creative agency owners gain total financial control through consistent bookkeeping. By managing complex project costs and client retainers, we provide clarity for all of your financial decisions.
"Apparently deposits aren’t automatically income, who knew? CBO helped us stop tripping over our own cash flow by keeping some of those dollars off of the profit and loss."
Levi
Owner of an Echo Park, CA Production Company
We are experts in the financial complexity of MSO/PC structures. Our team provides accurate tracking across equipment leases to inter-company transactions, freeing you to focus on patients and growth.
"Our MedSpa consultant basically left us to figure out the accounting on our own. We were drowning in confusion. CBO stepped in and I honestly don’t think we could have gotten this place running without them."
Amber
Owner of an Orange County, CA MedSpa
How We Can Help Your Books
Behind every Balance Sheet is a story about how your business is managed, capitalized, and positioned for growth. The Profit and Loss captures the critical tension of every decision, the push-pull of revenue, cost, and the vital margin left to build on. We don't just process these reports; we use them as a mirror to assess the true health and efficiency of your operations. Our expert bookkeeping reveals the unvarnished truth needed to make smarter business choices, faster.
Bookkeeping Plans and Pricing
Trusted by growing firms who wanted more than bookkeeping. They wanted control, clarity, and confidence in every number. Explore our bookkeeping plans below. Each one can be adjusted to match your business size, structure, and goals.
Foundation
__________________________________________
For businesses that need control: steady, accurate, monthly bookkeeping with clear reconciliations and reliable reporting.
Starting at
(billed monthly)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
$299/mo
$699/mo
Enterprise
___________________________________________
For those ready to command their financials: advanced reporting, multi-entity oversight, and tailored customer support.
Starting at
(billed monthly)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Priority Customer Support
200+ Monthly Transactions
MSO or IOLTA Accounting
$249/mo
Clean-Up
__________________________________________
For books that need to be brought under control before we start fresh. Be it months or years, we can help catch-up your books.
Starting at
(fiscal year req.)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Book Setup Including Chart of Accounts, Opening Balances, and Tax Document Package for your CPA
Our free bookkeeping consultation gives you an opportunity to learn, first hand, how we can help.
After signing up with Chief Bookkeeping Officer, the onboarding process is quick and painless.
The CBO Process:
How We Work
The Chief Bookkeeping Officer Difference is the shift from reaction to executive control. Our systematic process starts with an intensive cleanup, establishing an unbreakable foundation for your financial data. Every month, we deliver consistent, proactive oversight: we reconcile, audit, and report. The result? No surprises, no loose ends, and no guessing. Just the strategic clarity you need.
Schedule a Consultation
Ready to find out how your business having its own Chief Bookkeeping Officer can help?
Clean-Up
$249/mo
For books that need to be brought under control before we start fresh. Be it months or years, we can help catch-up your books.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Book Setup Including Chart of Accounts, Opening Balances, and Tax Document Package for your CPA
Fiscal Year Required, Starting at
Enterprise
$699/mo
For those ready to command their financials: advanced reporting, multi-entity oversight, and tailored customer support.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Priority Customer Support
200+ Monthly Transactions
MSO or IOLTA Accounting
Billed Monthly, Starting at
Foundation
$299/mo
For businesses that need control: steady, accurate, monthly bookkeeping with clear reconciliations and reliable reporting.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Billed Monthly, Starting at
Schedule a Consultation
Ready to find out how your business having its own Chief Bookkeeping Officer can help?