Skip to main content
Your Pocket CFO

Bookkeeping & accounting

Clean books you can actually use.

Monthly reconciliation, categorization, and reporting, done by a team that understands what your numbers are supposed to tell you.

Specialty competency in construction-industry books and IOLTA trust accounting for law firms.

Book a Free Strategy CallTake the Profit Leaks Quiz

What's included

What monthly bookkeeping looks like with us

  • Monthly reconciliation

    Every account, every month, reconciled against the bank, not just classified and filed.

  • Transaction categorization

    Accurate categorization so your P&L actually reflects what's happening in the business.

  • Monthly financial packages

    P&L, balance sheet, and cash flow statement delivered on a predictable cadence you can plan around.

  • Payroll coordination

    We don't run payroll, but we coordinate with your payroll provider to keep books and compliance aligned.

  • IOLTA trust accounting

    Three-way reconciliation for law firms, with compliance-grade documentation most bookkeepers can't produce.

  • Clean-up & catch-up work

    If your books are a mess, we rebuild them to a known-clean starting point before taking over monthly.

Specialty competency

Specialty: IOLTA trust account bookkeeping

Most bookkeepers can't handle a law firm's trust accounting correctly. We do it routinely, with three-way reconciliation, per-client subsidiary ledgers, and documentation your state bar will actually accept.

See our IOLTA specialty page

Who it's for

Is this the right fit for your business?

Bookkeeping as a foundation for good decisions, not a commodity line item.

  • Small businesses whose current books don't reconcile cleanly or don't reflect reality
  • Construction companies that need industry-accurate bookkeeping (WIP, retainage, job costing)
  • Law firms that need a bookkeeper who can handle IOLTA trust account reconciliation
  • Owners who want to stop re-explaining the same transactions month after month
  • Businesses preparing for a fractional CFO engagement, financing, or a future sale

Strategic upgrade

Ready for more than clean books?

Once the data is reliable, the next step is using it. A fractional CFO engagement takes your numbers and turns them into decisions: pricing, hiring, cash, growth. Same team, bigger lens.

See fractional CFO services

Frequently asked questions

Common questions, honestly answered

Both. Bookkeeping is a standalone service; we take plenty of clients who just need books done right. It's also a natural foundation for fractional CFO work, because strategic analysis is only as good as the data it sits on.

Let's talk

Clean books are one conversation away.

A 30-minute call, no pressure. We'll look at where your books are today and what it would take to get them where they need to be.

Book a free strategy callTake the Profit Leaks Quiz