Bookkeeping
You may like your avocado toast white and crusty, but no one wants their accounts to be.
Entrepreneurs, pioneers and baddies about to level up their finance game - youโre in the right place. Introduce your business to the care, service and expertise it deserves.
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TOP TO BOTTOM BOOKKEEPING
Your bookkeeping is handled on a monthly basis, and your business and personal taxes are filed annually.
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MONTHLY PLANS FOR SMALLER BUDGET
Our two Associate Bookkeeping plans offer 1:1 bookkeeping guidance that works for your budget.
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A FINANCE PRO IN YOUR BACK POCKET
Your own TFCFO team is only a Voxer or an email away, ready to answer any questions or offer any clarification with your books.
Take control of your bookkeeping game.
Hand over the reins to a team who knows how to get it done.
How it Works
Set Up a Meeting
Fill out our contact form and book a consultation call with one of our finance pros to go over the Associate Bookkeeping Plan options, and how they will work for you and your business. If you know which service you want, skip straight to โ
Book the Service
Once youโve figured out which one of our Associate Bookkeeping packages is right for you, itโs time to put it in your shopping cart, and take the leap!
Onboarding
Now, youโre part of The Freelance CFO fam - welcome! Weโll send over an official email with steps you need to complete, including setting up another meeting to get the onboarding process started.
Behind the Scenes Work
After the onboarding meeting, weโll dive deep into your finances, discuss any clean up and set you up with our trusted bookkeeping systems. During the first 30-90 days, weโll be asking lots of questions, making sure we understand you and your business, and collaboratively reviewing your new workflows.
Monthly Reports
Finally, youโre ready! Your bookkeeping system is in place. Weโll still be in touch with any questions that may pop up during our work. Every month, youโll get an email with a report from us outlining where youโre at and where youโre going, highlighting anything our team thinks should be brought to your attention, and celebrating your wins.
Your Bookkeeping Options
The Associate Bookkeeping Packages
The VIP Bookkeeping Package
Bookkeeping contracts are on a 12-month contract plan, with a 3 month trial period so we can make sure weโre both a great fit for one another!
Frequently Asked Questions
Associate Bookkeeping
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Yes, our Associate Bookkeeping package includes one year of tax returns per year, both business and personal. Our tax process is virtual and structured to be as streamlined as possible. We send you the list of what we need with a secure link to upload as you receive those items. Once everything has been uploaded you send an email letting us know and we will move forward. We will reach out with any questions and will move forward with processing your returns if we have everything we need.
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No, this is a common misconception. While we do have team members in several different states, itโs more important to find a team to work with that understands you, your business, and your industry, than it is to find someone local to you. We work with clients all over the US and a few that live abroad.
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We agree! And - we get it. Commitment can be a scary thing, especially if youโve had some not-so-great experiences with bookkeepers or accountants. We want to make sure that our services, work style, and personality are a great fit for one another. During your initial 90 day onboarding process, either of us can decide to stop working together if weโre not the perfect fit (with no additional fees or hassle).
What People Are Saying
โThe TFCFO has been a LIFESAVER for my business! Not only do they closely monitor my books, but they help me understand my numbers and how to improve them. Having easy access to a team of accounting experts has saved my sanity during tax season and busy season! Their team is so kind, and incredibly professional.โ
โ Taylor Shea
โAssociate bookkeeping has been such a life saver. As a small business owner, I'm super busy ALL the time and DON'T have time to figure out how to keep up with my books or file my taxes. I genuinely believe that this service has helped my business grow because it has saved me so many hours. Had I not invested in this service, I would have had to spend weeks and weeks teaching myself how to file my own taxes and keep up with my own books. Highly recommendโ
โ Grace John
โKatelyn and her team are simply amazing! The finance side of my business is typically very overwhelming, so having them to help along the way with all of my bookkeeping takes that stress away. And speaking of helpfulโฆEVERYONE on the team is helpful + knowledgeable. Just knowing that Katelyn truly cares about her team members and her clients makes my heart flutter. Alicia is the team member I interact with most, and I love her. If you hire The Freelance CFO for anything, I promise you wonโt be disappointed!โ
โ Colleen Posea
Elevate Your Company
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