Bookkeeping
Categorization, reconciliation and clean, audit-ready books — kept current, not caught up.
Outsourced Accounting Services
Outsourced accounting that runs like part of your team
Hand off the books, the payroll, the close and the cash flow to a team that treats your numbers like their own.
What's Included
Everything behind your numbers, handled
Each service is a module you can deploy alone or together, all on one synchronized system.
Payroll
Run, filed and reconciled on time, so your team gets paid and your records stay clean.
Month-end close
A fast, automated close that lands accurate and current — so you never learn results weeks late.
Cash flow management
Forecasting and working-capital insight so you know where you're headed before you need it.
Tax-ready filings
Books that flow straight into clean, on-time filings — no scramble at the deadline.
Owner-level reporting
Dashboards that turn the ledger into a clear view of cash, margins and momentum.
The Close, Reimagined
A 4-day month-end close
Most companies learn their results weeks late. Our automated close has you accurate and current in four days, so decisions happen on fresh numbers.
- Automated reconciliationAccounts matched and cleared without the manual chase.
- 4-day close cycleBooks closed and locked in days, not weeks.
- Reconciled, reviewed and reportedEvery number checked, then turned into a clear report.
4
days to close the month
100%
reconciled, reviewed and reported
1
synchronized system across every module
Owner-Level Visibility
See the whole picture, not just the ledger
Owner-level dashboards turn the ledger into a clear view of cash, margins and where you're headed.
Who It's For
Built for companies across the US and Mexico that have outgrown spreadsheets
If you're running on part-time help and a pile of spreadsheets, this is the upgrade.
Scaling small businesses
Growing past the point where a part-time bookkeeper and a spreadsheet can keep up.
Startups ready for discipline
Founders who want clean, defensible numbers from day one — not a cleanup later.
Owner-managed companies
Operators who want CFO-level insight without a $200k+ full-time hire.
Get Started
Hand off the books. Keep your focus.
Tell us where it hurts and we'll map the cleanest path forward.
Plan Your Coverage
Scope the modules you need
Pick the services you want to hand off and see how they fit together. Every module runs on the same synchronized system.
Build your outsourced accounting stack
Questions
Outsourced accounting, answered
It's handing your books, payroll, close and cash flow to a dedicated team that runs them end to end — on one synchronized system — so you get owner-level visibility without hiring a full-time finance team.
A bookkeeper records transactions. We run the whole financial operating system — reconciliation, close, cash flow, tax-ready filings and owner-level reporting — with the discipline of a CFO and the coverage of a team.
Four days. Our automated close has you accurate and current in four days, so decisions happen on fresh numbers instead of weeks-old results.
Yes. Each service is a module you can deploy alone or together, all on one synchronized system — so you can start where it hurts and expand as you go.
We're based in San Francisco and serve companies across the US and Mexico that have outgrown spreadsheets and part-time help.
Trusted by operators
"We stopped learning our results weeks late. Now the books close in days and I actually make decisions on fresh numbers."
Founders and operators across the US and Mexico run their financial operating system with CFO Rick.
North Bay SaaS
SF Fintech
Peninsula Retail
Mission Health
Bay Logistics
Marin Media
The Fine Print
What to know before you hand off the books
Scope & engagement
Outsourced accounting services are delivered as modular engagements — bookkeeping, payroll, month-end close, cash flow management, tax-ready filings and owner-level reporting. You may engage one module or the full system, all on a single synchronized platform. Engagement terms, onboarding timelines and service-level expectations are confirmed in writing before work begins.
Data, security & confidentiality
Financial records are handled under strict confidentiality. Access is limited to the team working your account, data is transmitted and stored securely, and we follow documented controls for reconciliation, review and reporting. We do not share your financial information with third parties except where required to complete a filing or as you direct in writing.