BOOKKEEPING + CFO SERVICES FOR SMALL BUSINESSES

GET ACCURATE FINANCIALS. MAKE SMARTER DECISIONS. GROW YOUR BUSINESS.

  • Judgment-Free Zone

  • Save Time + Money

  • Total Peace of Mind

LOTS OF small business owners are totally winging it when it comes to their finances.

IF YOU’RE FEELING:

  • Stressed when thinking about your bookkeeping

  • Like you’re always scrambling to catch up at tax time

  • Worried that your books are full of errors

  • Unsure of how much you should really be paying yourself

  • Like you want to grow your team but aren’t sure if you can afford it

  • Confused when it’s time to make financial decisions because you don’t have a pulse on your numbers

THEN IT’S TIME YOU HAVE A FINANCE TEAM IN YOUR CORNER TO ELIMINATE THESE PROBLEMS.

FELLOW HUSTLER,

stop turning off your brain when it comes to your books and business finances. You owe it to yourself and your business to know and understand your money. 

JUST A FEW OF THE BUSINESSES WE’VE SUPPORTED OVER THE YEARS

DON’T SWEAT IT ANOTHER DAY

BE CONFIDENT ABOUT YOUR BUSINESS’ FINANCES

Schedule a free intake call

SELECT SERVICES

Get financial clarity + grow

  • "Can't say enough good things!

    They've already helped me pivot so much with my business and have grown my knowledge to better my business exponentially. They are thorough, kind, and easy to work with.”

    RACHEL LUNGHI

    SIREN FLORAL CO.

  • "They've helped me improve my business with patience and without judgment.

    I am so grateful that I was referred to Hoffbeck + Co. They have helped my business grow significantly and I feel more organized, deliberate in decision making, and supported in my business with them by my side. I was skeptical that I could find people in the finance space that I could trust (so many gimmicks out there) -- let alone who would be awesome to work with… They're professional, responsive and knowledgeable.”

    EMILY RUBENSTEIN

    EMILY RUBENSTEIN LAW, PC

  • “Would 10/10 recommend this duo to anyone and everyone.

    Absolutely wish we could give Lane and Mahla more stars! We started working with them to plan out a direction to grow our business, and now we are navigating all things business with Lane. We felt extremely confident in his knowledge and understanding of strategically making business decisions within our first call.”

    CAITLIN ABERLE

    REALM DESIGN

  • "Lane is an irreplaceable part of our team.

    As a small business owner, you can't be great at everything, even if you were, there's not enough time in a day to do it all well. The team at Hoffbeck + Co cleaned up and continue to manage our books so we can make smart financial decisions. Lane helps us set goals and forecast, so we've been able to grow over the last 10+ years. We honestly wouldn't be functioning, and may not even be in business still, if it weren't for Lane's financial help and guidance.”

    JOAN H.

    OWNER OF LEGACY HILL FARM

BECAUSE BARE-MINIMUM BOOKS ARE SO LAST TAX SEASON

CHOOSE YOUR BOOKKEEPING PACKAGE

When you go from cheap, error-ridden bookkeeping to affordable, accurate, and done-for-you bookkeeping, your stress goes down and your confidence goes up. We don’t file your taxes or provide tax consulting. We work alongside your CPA or tax professional and serve as a check and balance to your CPA. We will create damn good books, and we have a strong understanding of business entities and tax code so we’re able to provide you with questions to pass along to your CPA to ensure you’re getting proper tax breaks.

RIPPLE

$329

/MONTH

STARTING AT

FOR COMPANIES WITH AN ANNUAL REVENUE OF <$300K

✔ Cash Basis Accounting

✔ Bank Feed Sync (limited manual entry)
*Increased manual entry available for an additional fee

✔ 1 Payment Processor Integration
*Option to add more, as applicable

✔ Cleanup for Past Months Available at $195/month


1X setup fee of $329. Number of accounts must be <5. Monthly transaction volume must be <100/mo. Business-specific customizations are available within this tier for increased complexity, as needed. Additional fees may apply. Inquire for more info.

MOST COMMON

STARTING AT

WAVE

$799

/MONTH

FOR COMPANIES WITH AN ANNUAL REVENUE OF $300K-$2M

✔ Cash Basis Accounting

✔ Bank Feed Sync (limited manual entry)
*Increased manual entry available for an additional fee

✔ 1 Payment Processor Integration
*Option to add more, as applicable

✔ Cleanup for Past Months Available at $499/month

✔ Accrual Accounting Available
*Inquire if desired for an additional fee

1X setup fee of $799. Business-specific customizations are available within this tier for increased complexity, as needed. Additional fees may apply. Inquire for more info.

SWELL

STARTING AT

$1,199

/MONTH

FOR COMPANIES WITH AN ANNUAL REVENUE OF $2M+

✔ Moderate Manual Entry if Needed

✔ Cleanup for Past Months Available at $799/month

✔ Accrual Accounting Available
*Inquire if desired for an additional fee

1X setup fee of $999. Business-specific customizations are available within this tier for increased complexity, as needed. Additional fees may apply. Inquire for more info.

BECAUSE YOU + YOUR BUSINESS DESERVE IT

CHOOSE YOUR CFO ServiceS PACKAGE

Get a comprehensive suite of financial services designed to meet the unique needs of your growing small business without the expense of a full-time CFO. Our fractional CFO packages are designed to grow as your business grows. With a holistic view of your business finances, you’ll feel empowered with the tools and insights you need to make smart decisions for your business.

FINANCE COACHING

$495

/MONTH

✔ Monthly 75-minute finance coaching session

✔ Unlimited Q&A throughout the month

✔ Coaching action items tracked

✔ Accountability to drive financial goals

✔ Planning for next month’s outcomes

MOST POPULAR

CFO BASIC

$1,950

/MONTH

✔ Finance Coaching Package

✔ Financial Analysis

✔ Monthly Financial Review

✔ Key Performance Indicators

✔ Transaction Review

✔ Basic Financial Forecasting

✔ Project Profitability Analysis

✔ Budgeting

CFO PLUS

$3,250

/MONTH

✔ Everything in CFO Basic, PLUS…

✔ Customized Forecasting Models

✔ Cash Flow Management

✔ Bank Relationships

✔ Initiates Strategic Projects

✔ Liaison with Tax Experts

Need One-Off Finance Help or Want a Pro’s Opinion?

A session is likely the best place to start. If you have a specific finance project you need assistance with, we can bid it out and help. Common one-off finance projects include but aren’t limited to: company valuation, raising capital, strategic operating agreement, or financial agreements.

We’re QuickBooks Pro Advisors.

QUICKBOOKS ONLINE IS THE GOLD STANDARD SOFTWARE FOR BOOKKEEPING FOR SMALL BUSINESS.

As independent QuickBooks Pro Advisor professionals, we help businesses set up and manage their QuickBooks Online accounts, ensuring accurate financial records and efficient bookkeeping.

Get the valuable financial insights and guidance you need to be confident in your company’s finances. Our services include tasks such as categorizing transactions,  generating financial reports, reconciling accounts, and customizing your chart of accounts to fit your unique business—which allows you to make informed decisions based on accurate financial data. You can also rest easy knowing that we stay informed on the latest QuickBooks updates and industry trends, ensuring you benefit from the most current and effective bookkeeping practices. 

Frequently asked questions

DON’T SEE YOUR QUESTION LISTED? JUST DROP US A NOTE AND ASK.

  • Bookkeeping and CFO Services are separate services and one isn't required for the other. For well-rounded financial support, a lot of businesses start with bookkeeping and monthly Finance Coaching, then add on and expand their CFO services when they are ready.

  • Yes. If you already have a bookkeeper that works for you, and you also need some additional finance support, we can work alongside your existing bookkeeper — no problem.

  • Yes, there is a one-time setup fee for bookkeeping services, which matches the monthly fee. The fee is based on the package tier that you’re in, as the tier correlates to the complexity of your bookkeeping needs, and therefore the amount of work that needs to be done for setup. Setup includes tasks such as: ensuring your bank and credit cards are syncing properly; customizing your chart of accounts; and getting access to your accounts, payment processors, and reporting.

  • Yes, your bookkeeping services will be a flat rate locked in each month. The reason the rates listed say “starting at” is because within each package tier, there is still variability with price based on your business’ needs. For instance, you may be a fit for the Wave package but need some upgrades within that tier that would increase your monthly fee, yet still allow you stay in the Wave tier without needing to jump up to the Swell tier. Some common upgrades include: the number of financial accounts, the number of payment processors used (Stripe, Square, PayPal, Shopify, Venmo, etc.), accrual basis reporting, transaction volume, bank syncing, increased manual entry required based on unique business needs, project tracking, significant personal transactions, etc.

  • Great question. There are a number of factors, including but not limited to:

    • Volume of transactions

    • Manual entries vs automatically synching transactions

    • Complexity of accounts

    • Accrual vs Cash basis accounting

    • Inventory tracking

    • Project-based revenue and expense tracking

    • Number of payment processors

    • Industry-specific accounting standards (i.e. legal trust accounting)

    • Hybrid personal/business account usage

    • Level of detail

    This is why our packages have "starting at" rates. As complexity increases, you'll be notified of additional fees that might be applicable, yet may still allow you to stay within your tier.

  • We can start as your bookkeeper anytime of year. If we start mid-year with you, then your annual books will be incomplete, unless you had a previous bookkeeper or you kept them yourself. 

    If you want us clean up the months prior to us taking over your bookkeeping, we can help make sure they were done correctly and that your whole year is accurate. The additional fee for this is based on the tier you’re in and the number of months that need to be cleaned up.

    NOTE: If books were not kept (or basically not kept prior to us working with you) — i.e., less than 50% of the transactions input — then the standard monthly rate would apply for those months that need books performed.

    Rates for Cleanup for Past Months:

    • Tier 1: $199/mo

    • Tier 2: $499/mo

    • Tier 3: $799/mo

  • Yes, we can. This would be an additional fee based on the number of contractors you have that qualify for 1099s filings, as well as the volume of transactions for those contractors. You can add this service onto your bookkeeping package. Inquire for more info.

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Spend less time worrying about your finances and more time growing your business.