Smart, Simple, Stress-Free Books
Running a business is hard enough — your finances shouldn’t be.
We clean up your books, simplify your processes, and give you accurate reports you can trust.
From messy ledgers to streamlined systems, we bring clarity, control, and confidence.
Our Services
Expert financial solutions for small and medium-sized businesses to thrive and succeed.
Bookkeeping Cleanup
We fix messy or outdated books, reconcile your accounts, and bring your financials up to standard — fast.
Virtual CFO Services
System Setup & Migration
Strategic financial guidance, forecasting, and planning to help your business grow with confidence.
Whether you're moving to Xero, QuickBooks, or another tool — we handle setup, chart of accounts, and integrations smoothly.
Process Simplification
We streamline your financial workflows, eliminate manual inefficiencies, and set up simple systems anyone can run.
Financial Reporting & Dashboards
We deliver easy-to-read, real-time reports and dashboards so you always know where your business stands.
Not sure what you need?
We specialize in Xero, QuickBooks, and spreadsheet-based accounting — perfect for startups and growing businesses.
How It Works
From messy ledgers to reliable financial insight — in just four streamlined steps.
1.Discovery Call
We hop on a 30-minute call to map out your current accounting stack (Xero, QuickBooks, spreadsheets, etc.) and pinpoint pain-points like unreconciled GLs or slow month-ends.
2. Deep-Dive Book Review & Cleanup
3. System & Process Simplification
4. Live Dashboards, Reporting & Virtual CFO Support
Our experts reconcile bank feeds, eliminate duplicate transactions, and rebuild your Chart of Accounts so every line item ties out.
We automate recurring tasks, document SOPs, and connect cloud apps (AP, payroll, CRM) for friction-free data flow.
You receive real-time dashboards, monthly KPI decks, and ongoing strategic guidance to improve cash flow and profitability.
Ready to Start?
"Accurate CFO cleaned up three years of backlogged QuickBooks data, then set us up with real-time dashboards in under a month. Closing the books went from a 12-day scramble to a 3-day routine."
- COO, BrightWave Digital Marketing
"Their virtual CFO modeling helped us uncover a 9 % margin leak and secure a $750 K SBA line of credit. We finally have the clarity to scale without sleepless nights."
- Founder & CEO, Patriot Craft Manufacturing
"Migrating from spreadsheets to Xero was painless—Accurate CFO handled the entire data conversion, automated A/R reminders, and cut our cash-collection cycle by 21 days."
- Owner, Ridgewood Home & Garden eCommerce
Hear From Business Owners Who’ve Seen the Difference
Trusted by Small Business Owners for CFO and Bookkeeping Services
Schedule a Call to Take Control of Your Business Finances
What to Expect in Your Consultation
✅ Review of your current accounting setup
✅ Recommendations for cleanup, reporting, and process improvement
✅ Overview of how Accurate CFO supports businesses like yours
Within 2 weeks, they cleaned up 3 years of books and gave us clarity we'd never had before.”
— COO, DTC Startup
Whether you're behind on your books or scaling fast — we’ll help you get clarity and control.
This is a no-obligation consultation tailored to your needs.
Cheers,
The Accurate CFO Team
Accurate financials, streamlined systems, and expert guidance — all in one place.
