Frequently Asked Questions

Bookkeeping focuses on recording daily financial transactions, while accounting interprets, analyzes, and presents that financial data to help with decision-making. We offer both so you get accurate records and strategic insights.

Yes, most businesses benefit from both. Bookkeeping ensures your records are accurate and up to date, while accounting provides the financial reporting and analysis you need to grow.

If you're spending more time managing your books than growing your business—or if you're unsure about compliance, tax prep, or cash flow—you're ready to outsource.

A CPA primarily handles tax filings and compliance, while a Fractional CFO provides strategic financial leadership, including forecasting, budgeting, and growth planning.

A Fractional CFO is a part-time or outsourced CFO who provides high-level financial leadership without the cost of a full-time executive.

If you're growing quickly, facing cash flow challenges, preparing for funding, or needing better financial insights, a Fractional CFO can help.

SMBs across industries like construction, landscaping, healthcare, SaaS, and professional services benefit when they need financial strategy but don't require (or can't afford) a full-time CFO.

We provide cash flow forecasting, financial analysis, growth planning, risk management, and strategic advice to help business owners make confident decisions.

Bookkeepers handle the day-to-day records, accountants prepare financial reports, and a CFO uses that information to drive business strategy, profitability, and growth.