More than clean books. A CFO feedback loop.
Most bookkeepers send statements and stop there. Tapestry is the bookkeeping arm of a CFO firm. Efficient systems handle the routine work, so more of what you pay for goes into telling you what your numbers mean.
A CFO's Read, Every Month
Every close comes with a short CFO brief in plain English: what changed, where your cash stands, and three things worth watching. No digging through statements to figure out what they mean.
A Feedback Loop, Not a One-Way Report
You tell us what matters, and we report against it. Each brief follows up on what we flagged last time, and you can reply with questions anytime. Your books get more useful every month.
Ready When a Lender or Buyer Asks
Your books are kept the way a bank or buyer expects to see them: reconciled every month, owner pay separated, and add-backs tracked as they happen, so your SDE or Adjusted EBITDA is documented, not guessed. When you need a loan or get an offer, the numbers are already there.
Your books, plus a CFO-level read on them
Financial statements tell you what happened. Your CFO brief tells you what it means, and each month builds on the last.
- 01
You tell us what matters
Your plan for the business and your goals from the intake survey, plus a quick check-in before each close.
- 02
We close the books
Every transaction categorized and reconciled, reviewed against a CFO standard, on a set date.
- 03
You get your CFO brief
What changed, where your cash stands, the numbers that matter to you, and three things to watch.
- 04
We follow up
Each brief picks up last month's flags. Reply with questions anytime, and Jackson CFO steps in when you need more.
September CFO Brief
Sample business, illustrative numbers
Following up from August
We flagged card processing fees at 3.4% of sales. You switched processors, and fees fell to 2.9%, about $420 a month back in your pocket.
$84,200
Up 6% from August
$61,300
About 2.4 months of expenses
1.6x
Most banks look for 1.25x
Three things to watch
- 1.Inventory purchases ran ahead of sales for the second month in a row.
- 2.Your line of credit balance is down $4,000 and on pace to clear by March.
- 3.Q4 is your slowest quarter. Cash covers it, but plan the new hire for January.
Typical bookkeeping vs. Tapestry
Same clean books. A very different month.
From survey to signed, and books closed every month
A structured process that gets you current fast and keeps you there, starting with a survey instead of a sales call.
Intake Survey
A quick survey in two parts. Your books (accounts, spending, transactions, sales channels) map you to a plan and a likely price. Your goals show us where you want the business to go, so we can advise you like a CFO would.
Intro Call & Onboard
A short intro call confirms the details and your price. Approve your proposal and we connect your accounts securely. Most clients are up and running in under a week.
Catch-Up & Clean-Up
If you're behind, we bring the backlog current first, for a one-time fee quoted before we start.
Monthly Close & CFO Brief
Every transaction categorized and reconciled, reviewed against a CFO standard, and delivered with your statements and a CFO brief that follows up on last month.
One flat monthly fee, sized to your business
Every package includes a monthly close held to a CFO standard and your monthly CFO brief. Choose a package to review details, or start with the intake survey. We confirm fit before any agreement takes effect.
Built and overseen by a CFO
I'm Matt Jackson. I run Jackson CFO, a fractional CFO and transaction advisory firm, and I built Tapestry so small businesses can get that same CFO standard at a bookkeeping price. I designed the process every close goes through, and I oversee the quality of the work. When you need more than bookkeeping, Jackson CFO is right here.