Accurate Bookkeeping. CFO-Led Reporting.
Every month we categorize, reconcile, and close your books on a set date, with automation handling the routine work and a person handling everything that needs judgment.
Then the close is reviewed against a CFO-built standard, and you get a plain-English brief on what changed, where your cash stands, and what to watch next.
Two parts, one flat monthly fee
Every plan pairs a complete monthly close with a CFO-level read on what it means for your business.
Accurate books, closed on schedule
Automation handles the first pass on routine work, and a person handles everything that needs judgment. You get a clean, complete close every month without chasing anyone.
- Every transaction categorized against your chart of accounts
- Bank, credit card, and loan accounts reconciled to statements
- Payroll and sales tax activity recorded and reconciled
- P&L, balance sheet, and cash flow delivered after each close
- Items that need your attention flagged and summarized
- Books closed by a set date every month
CFO-led intelligence and reporting
Every close is reviewed against a CFO-built standard, then turned into a short, plain-English brief you can act on. Each month builds on the last.
- Quality control designed and overseen by a CFO
- A monthly brief: what changed, your cash runway, and three things to watch
- Follow-up on what we flagged last month
- Reply with questions, and Jackson CFO steps in when you need more
- Lender-ready financials on every plan, with SDE tracking and a bank coverage check on Core and Growth
Starter, Core, and Growth
Each plan includes everything above. The difference is the size of your books and how much CFO support comes with them.
Starter
For smaller account sets and lower monthly activity, typically 1 to 2 accounts and under about 100 transactions a month.
A complete monthly close with your CFO brief:
- Monthly categorization, closed by the 20th
- Monthly CFO brief with follow-up on last month's flags
- Lender-ready financials
- Owner add-backs tracked, so your true profit is clear
- QBO Simple Start or Digits Essentials included
Core
For more accounts and activity, typically 3 to 4 accounts and about 100 to 300 transactions a month, including online payments.
Everything in Starter, plus:
- Weekly categorization, closed by the 15th
- SDE and Adjusted EBITDA tracking
- A debt schedule and bank coverage check
- 12-month trends on your key numbers
- QBO Essentials or Digits Essentials included
Growth
For higher volume and operating scale, typically 5 to 6 accounts and about 300 to 600 transactions a month.
Everything in Core, plus:
- A quarterly check-in call with Jackson CFO
- A dedicated Microsoft Teams channel
- QBO Essentials or Digits Core included
Services built around small business
Everything below is included in your monthly plan or quoted as a set add-on. No hourly rates anywhere.
CFO Intelligence: Your Monthly CFO Brief
Your statements plus a CFO-level read on them every month: what changed, where your cash stands, and what to watch next. Each brief follows up on the last, and you can reply with questions anytime.
- P&L, balance sheet, and cash flow with every close
- A CFO brief that follows up on last month's flags
- Questions answered by email, and Jackson CFO when you need more
Monthly Bookkeeping
Your core books, done right every month: categorized, reconciled, and delivered on a date you can plan around.
- Income & expense categorization
- Bank & credit card reconciliation
- Monthly P&L and balance sheet
Catch-Up & Clean-Up
Behind on your books, a few months or a few years? We bring the backlog current for a one-time fee quoted before we start.
- Multi-month or multi-year catch-up
- Corrected books and reconciliations
- One-time fee, quoted up front
Software Setup & Migration
We set up your books properly in QuickBooks Online or Digits and move your history over, so every month starts from a clean foundation.
- Chart of accounts tailored to your business
- Migration from spreadsheets or older systems
- Bank & software connections configured
Year-End Package for Your Tax Preparer
Hand your tax preparer a clean, organized package of closed books and schedules. No April scrambling.
- Clean, closed books
- Organized supporting schedules
- Ready package for your tax preparer
Lender-Ready Reporting
Books kept the way a bank or buyer expects to see them, with a management-prepared package ready when you apply for a loan or get an offer.
- Lender-ready financials on every plan
- SDE and Adjusted EBITDA tracking on Core and Growth
- Debt schedule and bank coverage check on Core and Growth
What you can expect, every single month
A fair price only matters if the work actually shows up. Here's what delivery looks like when we're on your side.
Books closed on a set date
Categorized and reconciled on a schedule you can plan around, not eventually.
A CFO brief in your inbox
Your statements plus a CFO-level read on what changed and what to watch, delivered every month.
Answers within one business day
Email your bookkeeper and get a real answer from someone who knows your business.
One bookkeeper, no queue
A dedicated bookkeeper who knows your business, never a rotating cast or a ticket system.