CBA for Small Business

Bookkeeping that actually helps you run your business.

Clean monthly books and a real read on profit, cash, and which clients are worth your time.

We work with
QuickBooks Online
Xero
Gusto
Stripe
Bill.com

How it usually goes. And how it goes with us.

The old way
  • You're months behind on the books and don't know where to start.
  • Your bookkeeper just gives you numbers but no context.
  • You can't tell which clients or services are actually profitable.
  • You don't know if you can afford to hire someone right now.
  • Bank balance and P&L don't match and nobody can explain why.
  • You wait days for a reply when you have a question.
With CBA
  • Caught up, current, reviewed every month. Cleanup quoted up front. No lecture.
  • A short memo every month explaining what changed and why.
  • Margin by client and service line, side by side.
  • Cash flow forecast with the new hire modeled in so you see the impact first.
  • Reconciled accounts. The numbers tie out and you know what they mean.
  • Same-day responses. We pick up the phone.

What we handle for small businesses.

Monthly close

Reconciled accounts, P&L, Balance Sheet, and Cash Flow, with a short memo on what changed and why.

Profit by client and service

Revenue and margin broken out by client and service line so you know where to focus and what to drop.

Cash forecast

Rolling cash projection so you can plan hires, big expenses, and growth moves with confidence.

Common questions.

Do I really need monthly bookkeeping if I'm just one person? +

If you want to make decisions off real numbers instead of bank balance, yes. Quarterly or annual gets you compliance. Monthly gets you a business.

Can you clean up books that are way behind? +

Yes. Cleanup is quoted separately from the monthly fee so you know the cost up front. We've seen worse, no judgment.

How responsive are you? +

Same business day, usually within hours. We don't disappear on you for a week.

Will I understand the reports? +

Yes. Plain English, no jargon. If something doesn't make sense, we'll walk you through it.

What if my business is too small for this? +

If you're under $50K in revenue, you may not need us yet. We'll say so on the call.

Get a real read on your business.

Free 30-minute call. We look at your books and tell you where you stand.

Book a call