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Sleep Better Knowing Your Books Are Done Right
We handle your bookkeeping so you always know where your business stands and never stress about tax season again.
Why Choose Us
Have Reliable Records
We manage your books and prepare clean financial statements. When tax time comes, everything is organized and ready.
- Categorize your transactions
- Reconcile your accounts
- Prepare financial statements
Save Time and Money
Clients who switch from DIY bookkeeping are amazed by the difference. They get their time back and finally understand their numbers.
- No more rush catch-up sessions
- Spot mistakes before they cost you
- Find all your deductions
Made for Your Business
From individuals to 20-person teams, we help businesses that want their books done right. If you're too busy to do it yourself, we should talk.
- Get numbers you can trust
- Move beyond basic bookkeeping
- Scale without the headaches
Professional bookkeeping that gives you accurate numbers and peace of mind, so you can focus on growing your business.
Our Services
Every business needs reliable bookkeeping, but not every business needs the same thing. Some just want their monthly books done right. Others need help payroll support, or want to get years of records organized. That's why we offer flexible services that match what your business actually needs.
Whether you're starting fresh or switching from another bookkeeper, we make the process simple. We learn your business, set up efficient systems, and keep everything organized. You get clear financial insights without the hassle of managing the books yourself.
Monthly Bookkeeping
We record and categorize all your transactions, reconcile your accounts, and prepare clear financial statements every month. Everything is organized, accurate, and ready when you need it.
Clean-Up
Behind on your books? We'll get everything organized and up-to-date, sort through old transactions, and set up a reliable system moving forward.
Accounts Payable & Accounts Receivable
We manage your vendor bills and customer invoices, track payment status, and ensure timely collections and disbursements. Keep your cash flow healthy and maintain strong relationships with customers and vendors.
Payroll Management
We handle employee payments, tax withholdings, and all required filings. Your team gets paid on time, and you stay compliant with payroll regulations.
Tax Preparation Support
We work with your tax preparer, providing organized financial records and supporting documents. No more tax-time scramble or missing deductions.
Advisory Services
Get the financial insights you need to grow. We help with budgeting, cash flow forecasting, and performance analysis, giving you clear metrics to make better business decisions.
Virtual CFO Services
Take your business to the next level with strategic financial guidance. We help optimize your processes, develop KPIs, and create strategies for sustainable growth and improved profitability.
Our Clients
Every industry has its own challenges when it comes to bookkeeping. Here's how we help different types of businesses stay organized and profitable.
Small Business
Whether you're just getting started or looking to grow, you need clear financial insights. We handle the books so you can focus on building your business.
Technology & SaaS
Fast-growing tech companies need more than basic bookkeeping. We help you track key metrics like burn rate and MRR, manage investor reporting, and keep your books audit-ready as you scale.
Professional Services
Attorneys, consultants, therapists, and other professionals need clean books for tax time but don't have time to do it themselves. We track your income and expenses while you focus on serving your clients.
Medical & Dental
Managing insurance payments and patient billing is complex enough without worrying about bookkeeping. We keep your practice's finances organized and help you track key metrics for your business.
Real Estate
Property managers and investors need clear records for each property and unit. We track income and expenses by property, helping you understand which investments are performing best.
Law Firms
Managing trust accounts and tracking billable hours requires meticulous attention to detail. We handle your accounting and compliance needs so you can focus on serving your clients.
Manufacturing
From tracking raw materials to managing work in progress, manufacturing accounting is complex. We help you monitor costs, manage inventory, and understand your true production costs.
Hotels & Hospitality
Running a hospitality business means managing multiple revenue streams and high transaction volumes. We keep your books organized and help you track performance across all your services.
Simple Monthly Pricing
No surprises or hidden fees. We look at your business needs and provide a clear monthly price that covers everything. Our pricing is based on your transaction volume and the services you need.
- Simple flat monthly rate
- All core bookkeeping services included
- QuickBooks Online setup
- No extra charge for monthly meetings
- Cancel anytime, no lock-in contracts
Starting at $300 per month
Flat monthly rate based on your business needs.
About Us
I'm Calvin Clark, founder of CFO Bookkeeping. After years as a financial consultant helping businesses optimize their growth, I saw that companies needed more than just basic bookkeeping—they needed strategic financial guidance they could trust.
That's why I built a practice that combines solid bookkeeping foundations with high-level financial strategy. Drawing from my consulting background, I help business owners not just track their numbers, but understand and use them to make better decisions.
Today, I work with growing businesses that want more than a bookkeeper. They want a strategic partner who can help them build sustainable growth through sound financial management.
I believe financial clarity is the foundation of business success. That means not just delivering accurate books, but helping you understand what the numbers mean for your business and how to use them to grow.
Every business has unique challenges and opportunities. I take the time to understand your goals and help you develop the financial strategies to achieve them. Whether you need clean books or CFO-level guidance, you get expertise that matches your needs.
Most importantly, I'm committed to being a trusted partner in your success. Your goals become my goals, and I bring all my experience to help you achieve them.
Frequently Asked Questions
What happens during the discovery call?
During our initial consultation, we'll learn about your business and current bookkeeping setup. We'll discuss your challenges, answer your questions, and outline how we can assist you. If we're a good fit, we'll provide clear pricing and the next steps.
What's the process to get started?
Once you decide to move forward, we'll schedule an onboarding call to gather account access and key information. We then review your books, address any issues, and set up your systems properly. Our services range from full-charge bookkeeping to tax filing—customize your bookkeeping to only pay for what you need, when you need it.
What does the monthly service look like?
All of our work is remote, and we're flexible to meet your needs. We can provide reports and hold meetings on a schedule that suits you—whether that's weekly, monthly, quarterly, or whenever you need us. Our goal is to make bookkeeping stress-free so you can focus on your business.
How do you handle tax time?
We keep your books tax-ready throughout the year. When tax time comes, we provide your tax preparer with clean financial statements and supporting documents. We'll also help gather any additional information they need.
How often do I need to meet with you?
That's up to you! All of our work is remote, and we can communicate via phone calls, virtual meetings, or email. Scheduling and location are never an issue. Reports and meetings can be arranged weekly, monthly, quarterly, or just when you need us.
Ready for Better Bookkeeping?
Let's talk about getting your books in order. Schedule a quick call to learn how we can help your business, with no obligation.
- Get clear financial insights
- Save time every month
- Know your business is on track