What are messy books exactly? When the numbers don’t line up, nothing in the business feels steady. We clean up past mistakes, rebuild what’s missing, and get every account reconciled so you can move forward with confidence.
If you’ve fallen behind, we create your financials month by month until everything is current, accurate, and complete. Bank accounts and credit cards are brought up to date so you can get back to running your business confidently.
We combine structure, review, and consistent communication into a monthly system that keeps your books clean. Your CBO team handles the details, the reconciliations, and the reporting to give you the visibility to your finances.
Accurate books give you clarity, control, and the ability to make real decisions. When your financials are current, reconciled, and correct, you see problems early, spot opportunities faster, and run your business on a solid footing.
1. Initial Consultation
We start with a discovery call or online meeting to learn about your business, current accounting processes, and goals. It’s an open conversation where we answer your questions, outline how we can help, and determine pricing. By the end, you’ll know exactly what working with your Chief Bookkeeping Officer looks like and whether we’re the right fit.
How We Work
We work alongside you to keep your financials clean, current, and useful. Your CBO handles the details, the reconciliations, and the reviews so you always have clarity when you need it. It’s bookkeeping that supports your decisions, not bookkeeping that slows you down.
How It Works
The Chief Bookkeeping Officer Process
2. Engage and Onboard
Once you’re ready to move forward, we formalize the engagement with a straight-forward contract outlining our scope of work and deliverables. After signing, we'll guide you on providing access to your accounts: QuickBooks Online, banks, credit cards, and payroll. Those accesses help streamline your bookkeeping, making it as hands-off as possible.
3. Book Clean-Up
If your books need historical clean-up, we help reconcile past periods, correct errors, and bring everything current so your financials are dependable. When the books are in good shape, we focus on refining your Chart of Accounts, ensuring it’s structured to give you meaningful reporting going forward. Either way, you start with a clean foundation for consistent bookkeeping.
4. Ongoing Bookkeeping
We maintain your books on a set schedule, with weekly or monthly frequency available, and deliver reports through your client portal so you always know where things stand. Each month-end includes reconciliations, transaction categorizations, review notes, and updated financials like your profit and loss and balance sheet, giving you a picture of performance at a glance.
5. Review & Collaboration
Every reporting cycle goes through an internal review process not just by your assigned CBO, but also by other CBOs of our team for quality control. This layered review ensures accuracy, consistency, and a second set of eyes on your financials. We’re always available to answer questions by email and can coordinate directly with your CPA or CFO when needed.
Schedule a Consultation
Ready to find out how your business having its own Chief Bookkeeping Officer can help?