Bookkeeping and CFO Advisory Services

$500.00

Bookkeeping & CFO Advisory

Stop guessing about your numbers. Get clean books and a financial partner who turns them into decisions.

You don't need a bookkeeper and a separate financial strategist — you need one trusted partner who can do both. At JFR Bookkeeping Services, you get the precision of corporate-grade accounting paired with the strategic guidance usually reserved for companies with a full finance department.

With 17 years of corporate accounting experience, an MBA, and QuickBooks Online certification, we bring Fortune 500 discipline to growing businesses that have outgrown DIY bookkeeping but aren't ready for a full-time CFO.

What's included

Monthly Bookkeeping

  • QuickBooks Online setup, cleanup, and ongoing management

  • Bank, credit card, and merchant account reconciliations

  • Accurate, GAAP-informed financial statements every month

  • Custom reporting templates built for your business

CFO Advisory

  • Plain-language reviews of your P&L and balance sheet

  • Cash flow forecasting and budgeting

  • Profitability and margin analysis

  • Strategic guidance on entity structure, owner pay, and CPA-ready tax conversations

Cleanup & Onboarding Projects

  • Catch-up bookkeeping and prior-period corrections

  • QBO migrations and fresh-start setups

Who this is for

Owners who want to stop guessing. If you're behind, disorganized, or just can't make sense of your numbers — this is built for you.

Ready to get clarity on your numbers? → [Book a consultation]

This is ready to paste into Squarespace. Let me know if you'd like any final tweaks.

Bookkeeping & CFO Advisory

Stop guessing about your numbers. Get clean books and a financial partner who turns them into decisions.

You don't need a bookkeeper and a separate financial strategist — you need one trusted partner who can do both. At JFR Bookkeeping Services, you get the precision of corporate-grade accounting paired with the strategic guidance usually reserved for companies with a full finance department.

With 17 years of corporate accounting experience, an MBA, and QuickBooks Online certification, we bring Fortune 500 discipline to growing businesses that have outgrown DIY bookkeeping but aren't ready for a full-time CFO.

What's included

Monthly Bookkeeping

  • QuickBooks Online setup, cleanup, and ongoing management

  • Bank, credit card, and merchant account reconciliations

  • Accurate, GAAP-informed financial statements every month

  • Custom reporting templates built for your business

CFO Advisory

  • Plain-language reviews of your P&L and balance sheet

  • Cash flow forecasting and budgeting

  • Profitability and margin analysis

  • Strategic guidance on entity structure, owner pay, and CPA-ready tax conversations

Cleanup & Onboarding Projects

  • Catch-up bookkeeping and prior-period corrections

  • QBO migrations and fresh-start setups

Who this is for

Owners who want to stop guessing. If you're behind, disorganized, or just can't make sense of your numbers — this is built for you.

Ready to get clarity on your numbers? → [Book a consultation]

This is ready to paste into Squarespace. Let me know if you'd like any final tweaks.