Clean Books. Clear Reports. Complete Peace of Mind.
Professional bookkeeping services
Skip the headache of DIY bookkeeping. CFO Suite pairs you with professional bookkeepers who keep your books accurate, organized, and tax-ready every single month — so you can sit back, relax, and feel completely taken care of.
Monthly bookkeeping built for growing businesses
Accurate books are the foundation of every smart financial decision, yet bookkeeping is the first thing busy owners fall behind on. CFO Suite provides outsourced bookkeeping services designed for small businesses, solopreneurs, freelancers, consultants, and rental property owners who want professional-grade financials without hiring in-house. Each month, we categorize your transactions, reconcile your bank and credit card accounts, and deliver financial reports you can actually understand.
Our approach is modern and tech-forward. We work in cloud platforms like QuickBooks Online and Xero, connect your bank feeds, and automate receipt tracking so nothing slips through the cracks. Streamlined systems mean fewer errors, faster turnaround, and books that are always ready when you — or your tax preparer — need them.
We specialize in complexity that generic bookkeeping services avoid: multiple LLCs, S-Corps, trusts, and rental property portfolios. One CFO Suite client managing an S-Corp, multiple LLCs, and a trust went from scattered records to an organized, consolidated view of finances — and now delivers timely, accurate monthly reports to investors. That is the level of clarity we bring to every engagement.
Most importantly, we deliver peace of mind. No more wondering whether your business is profitable, scrambling before tax season, or mixing business and personal expenses. With CFO Suite handling the books, you get confidence in your numbers and time back in your week.
What’s included
Bookkeeping at a glance
- Monthly transaction categorization and account reconciliation
- Clear, easy-to-read financial reports delivered every month
- Tax-ready books that make filing season stress-free
- QuickBooks Online and Xero expertise
- Multi-entity support for S-Corps, LLCs, and trusts
- Dedicated bookkeeper who knows your business by name
Bookkeeping services we offer
Every engagement is tailored to your business — here's what bookkeeping can include.
Small Business & Solopreneur Bookkeeping
Monthly bookkeeping for service businesses, freelancers, consultants, coaches, and self-employed owners.
- Monthly categorization and reconciliation
- Simple, clear financial reports
- Separation of business and personal expenses
Rental Property & Real Estate Bookkeeping
Property-level income and expense tracking for landlords, real estate investors, and short-term rental owners.
- Property-level profit and loss
- Schedule E-ready records
- Rental cash flow tracking
Multi-Entity Bookkeeping
Consolidated bookkeeping across S-Corps, multiple LLCs, and trusts with investor-ready reporting.
- Inter-entity organization
- Consolidated financial visibility
- Investor and lender reporting
Our bookkeeping process
Discovery Consultation
We learn about your business, entities, and goals, then review the current state of your books and systems.
Setup & Cleanup
We connect your accounts, organize your chart of accounts, and clean up any historical messes so you start fresh.
Monthly Bookkeeping
Each month we categorize transactions, reconcile every account, and keep your records accurate and current.
Financial Reports Delivered
You receive clear monthly reports — profit and loss, balance sheet, and cash flow — with plain-English insight.
Ongoing Support
Questions between reports? Your dedicated bookkeeper is a message away, all year long.
What you can expect
- • Flat, up-front monthly pricing
- • A dedicated team that knows your business
- • Books closed on schedule, every month
- • Plain-English reports and insight
- • Secure, confidential data handling
Tools we work with
- • QuickBooks Online & Xero
- • Automated, encrypted bank feeds
- • Secure cloud document sharing
- • Payroll & payment integrations
- • Real-time financial dashboards
FAQ
Frequently asked questions
Common questions about our bookkeeping services
Every month we categorize your transactions, reconcile your bank and credit card accounts, and deliver financial reports including your profit and loss statement, balance sheet, and cash flow summary. You also get ongoing access to your bookkeeper for questions throughout the month.
CFO Suite is a virtual-first firm. We serve clients across the United States using secure cloud platforms like QuickBooks Online, so everything from onboarding to monthly reports happens online — with the same white-glove care as an in-person firm.
Absolutely. Catch-up and cleanup bookkeeping is one of our specialties. We will bring your books current, fix miscategorized transactions, and reconcile every account before transitioning you to smooth monthly service.
We primarily work in QuickBooks Online and Xero. If you are not yet on a cloud platform, we will handle the setup and migration for you, including bank feeds, receipt capture, and app integrations.
Yes — multi-entity bookkeeping is a core strength. We regularly manage books for clients with S-Corps, multiple LLCs, trusts, and rental property portfolios, delivering an organized, consolidated view of finances across all entities.
Yes. We provide rental property bookkeeping for landlords, real estate investors, and Airbnb and short-term rental owners, including property-level profit and loss tracking, rental income and expense categorization, and Schedule E-ready records.
That is the whole point. Because your books are reconciled monthly, tax season becomes a simple handoff. Pair our bookkeeping with our tax strategy service and you get proactive planning, not just clean records.
Pricing depends on transaction volume, number of accounts, and number of entities. After a short consultation, we provide a flat monthly quote so there are never surprise invoices. Reach out to schedule a conversation.
Ready to hand off your bookkeeping?
Schedule a free consultation and get a flat, up-front monthly quote for bookkeeping — professional, white-glove service you can relax into.