Bookkeeping Support

The extra hand you need

Small businesses and nonprofit organizations may find hiring a full outsourced accounting department out of reach. That’s no obstacle with our bookkeeping support solution.

Grow Your Business With Financial Strength

Our bookkeeping support service offers an affordable way to keep your records in ship-shape. We know QuickBooks can be cumbersome, so we aim to make it easier by providing an extra hand. This service comes with expert and peer support, and it won’t break the bank.

Expert Bookkeeping Support

Our team of experts provides one-on-one guidance, answers your questions, and helps you maintain high-quality financial information required for important business and organizational decisions.

Unlimited Support

Ask us as many questions as you need, we love to answer questions! We’re here to help solve all your bookkeeping questions, queries, and challenges!

Full Access to Online Classes

Our library of online courses provides valuable advice and guidance on all things bookkeeping, QuickBooks tutorials included. You can learn on-demand and on your schedule, knowing there’s always expert advice available when you need it.

Software Solutions

Bookkeeping has become technology-dependent. We will help identify software that’s most beneficial for you, set up these systems and do periodic reviews to ensure it’s still working for you, not against you.

Quality Control Review

You’ve done the work…but are your records truly accurate and error-free? We can provide a quality review of your files every quarter, so you can be assured that the information you’re looking at (and basing your decisions on) is rock solid.

No Commitment

We’re here to support your bookkeeping needs as long as you need. When you decide you don’t, cancel anytime with 30 days’ notice.

Free 1-Hour Consultation

Ready to work with our team of U.S.-based accountants who can support your financial success?
Contact us for a customized quote.

Schedule Today

Let Us Help:

What Are Typical Business Expenses in the First Year for DMV Small Business Owners?

Key Takeaways First-year expenses usually fall into operations, technology, compliance, and visibility Ongoing software and automation costs often outweigh one-time startup purchases Most first-year funding comes from owner capital or...

What’s The Last Date For Employers To Send Out W-2 & 1099 Forms to DMV Employees?

Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...

How Many KPIs Should You Have For Your DMV Business?

Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...

Season’s Greetings From CFO Services Group

Season’s greetings from the CFO Services Group team. For you and me both, this week can feel like a blur – balancing the holiday rush with the administrative wrap-up of the year.And while it’s rather fast-paced here at CFO Services Group, I always do my best to...

What Are The Year-End Tax Moves to Make Now For DMV Business Owners?

Key TakeawaysIt’s not too late to create meaningful savings with these year-end tax moves to make now, but your options are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted...

Big Beautiful Bill Details DMV Business Owners Might Have Missed

(Disclaimer: These are things you want to be discussing with your tax professional more in-depth, so you’re making a plan that’s right for your business.)Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025...

Can DMV Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...

What Payroll Checklist Steps Do DMV Business Owners Need to Complete for Clean Data?

Key TakeawaysFocus on data integrity. Ensure payroll wages, taxes, benefits, and GL postings are clean, consistent, and reconciled. Your tax preparer depends on one crucial “three-way match”: W-2 totals, Form 941 totals, and the General Ledger wage expense should...

DMV Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees (categorized as Employee Recreation/Entertainment) are generally 100% deductible, but confirm with your CPA. Meals with clients must be logged separately as Client Meals. Your tax preparer will apply...

Manny Cosme’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless...

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