Outsourced Accounting, Bookkeeping, & Finance Services

Your Boutique Accounting Bookkeeping Financial Planning Partner

Capital Books Accounting services

Capital Books Accounting provides an affordable solution with managing your day-to-day accounting & bookkeeping from experienced experts you can trust. When you partner with us, together we can understand your business and maximize your financial goals.

Let us simplify your accounting

We provide accounting services to small and mid-size businesses, providing back-end support ensuring accurate bookkeeping with weekly posting and monthly financial statements. We partner with the area’s top CPA’s allowing our clients to receive affordable accounting services while maximizing tax savings with our partnerships. We offer multiple packages tailored to your needs.

Accounting & Bookkeeping

This option is ideal for businesses who simply need their books reconciled every month. This includes weekly postings / reconciliations and a monthly financial package

  • Accounts Payable & Accounts Receivable Oversight
  • Bank & Credit Card Reconciliations
  • Balance Sheet Reconciliations
  • Payroll Posting
  • Monthly Financials

     

From

$695

per month

Controller Services

This includes part-time Controller oversight and is ideal for businesses who have dedicated accounting support but need assistance with month-end closings and team guidance on best practices

  • Process Implementation
  • Accrual Accounting
  • Drive Month End Close Process
  • Cashflow Forecasting
  • Budget vs Actual Reporting
  • Accounting Mentorship
  • Monthly or Weekly Accounting Calls

Consultation required

CFO Support

We help business owners with strategic financial planning on growing your business and improving profitability. We’ll have monthly strategy calls to discuss your financial results, operating margins, and business & personal goals.  We’ll come up with a tactical plan using measurable KPI’s driving revenue, profit and cashflow creating targets customized with your vision of success

Consultation required

Erika Flores
Erika Flores
2023-01-05
It is the best experience to work with a reliable person like Cassi. She mentored me on best practices on financial goals. Created financial reports and checklists that I still use today. She is very smart and goes above and beyond to ensure the numbers are GAAP ready.
Renee Surratt
Renee Surratt
2023-01-05
Cassi has been such a pleasure to work with. She has helped streamline our entire AR/AP side of our business and get all our books in order. We don't know where we would be without her.
Dreu Murin
Dreu Murin
2022-12-30
Very informed and profesional. Cassi has been a great asset to our company.

Why Outsourcing To Capital Books Accounting Is Important

Outsourcing is cost-effective for small businesses, you will save money.

You will save time and can focus on other areas of the business.

You will better understand your cash-flow optimizing margins

We always have your best interest with providing tax-saving opportunities.

We provide timely advice for actionable decision making in your business.

Get a Free Consultation

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation for accounting and bookkeeping services.