As a business owner, bookkeeping and accounting tasks can divert your focus from other business-critical responsibilities. Are you experiencing any of the following challenges:
Bookkeeping
CFO2U handles your books every month giving you back the time you need to focus on your business.
Behind On Your Books?
- Feel like you are driving your business blind?
- Concerned about your cash flow?
- Anxious about financial accuracy?
Take control of your business finances by leveraging CFO2U’s bookkeeping services. We create prompt reporting & valuable financial statement insights so you can focus on your business.
We Take Bookkeeping Off Your Plate
With CFO2U, your dedicated team will collaborate with you to understand your business, bring your existing books up to date, and handle all aspects of your monthly bookkeeping.
Bookkeeping That Grows With Your Business
Expert Support & Streamlined Communication
We provide transparency & accountability to your finances. We scale with your business & work with you to:
- Develop strong professional financial systems for accounting processes, taxes, payroll, & more
- Stay up to date with timely balance sheets & income statements
- Improve accuracy for all of your financial reporting
- Get more time back to focus on your business
How It Works
Simplify your bookkeeping in three easy steps.
Discover
Tell us about your business, challenges, and goals during a free one-hour discovery meeting.
Strategize
We design a custom, monthly bookkeeping program to meet your needs. Plans start at just $300/month.
Launch
We get to work! Your assigned account lead manages your monthly tasks while providing phone, email, and text support.
Our Packages
Launch
Starting at
$300/ month
- Email Support
- 2 Max. Accounts (Bank & CC)
- 50 Max. Transactions (Bank & CC)
- 2 Employee Payroll Processing
- Clear Bank & Credit Card Feeds
- Bank & Credit Card Recons
- Record Income & Expenses
- $500 First Month Onboarding
Grow
Starting at
$600/ month
- Everything In Launch
- 4 Max. Accounts (Bank & CC)
- 100 Max. Transactions (Bank & CC)
- 4 Employee Payroll Processing
- Monthly Sales Tax Prep & Filing
- Monthly Basic Financial Package
- $750 First Month Onboarding
Scale
Starting at
$900/ month
- Everything In Grow + Phone Support
- 6 Max. Accounts (Bank & CC)
- 250 Max. Transactions (Bank & CC)
- 10 Employee Payroll Processing
- Process Vendor Bills & Bill Pay
- Customer Invoicing
- Expense Management
- Monthly Enhanced Financial Package
- $1,000 First Month Onboarding
Onboarding Services
Our customized onboarding services are designed to meet the unique needs of your business. Typically, this involves a 1-hour video conference where our team of experienced bookkeepers will gain an in-depth understanding of your company’s operations to create a tailored bookkeeping strategy. This includes integrating with accounting software platforms and obtaining access to your business bank accounts for efficient bank reconciliations.
Plan Discounts
Receive 10% off of your annual business (1120, 1120s or 1065) tax return as well as a 5% discount on your annual personal (1040) tax return with a 12 month bookkeeping services contract.
Ready to take the next step?
The Benefits of Using an Outsourced Bookkeeper
Work with CFO2U to:
Gain a dedicated team to manage your monthly books
Access up-to-date, accurate records anytime you want
Avoid expensive & time-consuming accounting errors
Extract key insights, increase profitability, & grow your business
The CFO2U Difference
Personalized Service From Passionate Problem Solvers
When running a business, you need support. You need a sounding board of trusted confidants who will listen to your problems and help you solve them.
That’s what you get with CFO2U, we make it our business to help you succeed at your business.
We’re a group of financial professionals who are passionate about making our client’s lives easier and their businesses more successful.
What makes us different is our attitude & approach. We take the time to get to know you and your goals, vision, passions, and struggles. We care about you and your business almost as much as you do.
We Integrate With Industry Leading Software
Our systems seamlessly integrate with popular financial tools, ensuring that your books stay up to date.
Take It From Our Clients
“Exceptional service! CFO2U goes above and beyond to handle my finances with precision. Their attention to detail and personalized approach make them an invaluable asset to our business. Highly recommend!!!”
Marc P.
“CFO2U has been nothing but amazing for our company. Their experience and expertise in bookkeeping, back office accounting, and tax preparation makes it easy for us to focus on growing our operation.”
Jessica S.
“The CFO2U team has been a huge help in handling our bookkeeping and back office accounting operations... has allowed me to focus more on the big picture!”
Michael C.
Additional Services
Enjoy the benefits of pairing with our Tax & CFO Services!
Tax Services
Your Tax Preparation Experts
- Team of financial experts – not just accountants
- Partners who offer unique financial insights
- Expert advice that impacts your tax liability
- Digital process securely collects & files
Fractional CFO
Monthly or Quarterly Strategy Sessions
- Obtain high-level views of business profitability
- Eliminate time wasters bogging you down
- Gain insights into cash management & flow
- Monitor KPI’s to stay on your growth trajectory
Is CFO2U Right For You?
Our outsourced bookkeepers are ideal for small businesses that are treading water when it comes to their journal entries and managing the financial transactions of the business.
If you don’t have accurate accounting processes and financial information, your current processes are not working, or you have grown to a point that your needs are beyond your capabilities — outsourcing may be right for you.
Bookkeeping is a stepping stone in your business growth, helping you get timely and accurate financial results to fuel your business growth and increase profitability.
