Outsourced Accounting, Bookkeeping & Finance Services

Your Boutique Accounting Bookkeeping Financial Planning Partner

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 Capital Books, together we can understand your business and maximize your financial goals

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  • Pricing
  • Why Outsource
  • Get a Consultation

About the Owner

Hey, I am Cassi!

I am a seasoned Controller with over 15 years of experience in accounting & finance services and I absolutely love what I do! I have spent several years working for small and mid-size Companies with revenue ranging from $10M to $150M+ and with direct oversight managing accounting operations. 

With an MBA in Accounting, I have a strong technical background with a focus on data efficiency and compliance. Whether you need help with day-to-day accounting operations or financial modeling, my expertise as a reputable Controller will help you understand your business performance adding value and growth opportunity. 

Let us simplify your accounting

Accounting & Bookkeeping

  • Accounts Payable & Accounts Receivable
  • Purchase Order Management 
  • Bank & Credit Card Reconciliations
  • Balance Sheet Reconciliations
  • Payroll Posting 
  • Month End Close
  • System Generated Financial Reports

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Financial Planning

  • Monthly / Quarterly Financial Statement Package (P&L, Balance Sheet, etc.) Tailored For Your Business 
  • Cashflow Forecasting 
  • Budget vs Actual Analysis 
  • Revenue & Expense Forecasting 
  • Financial & KPI Modeling

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Specialty Projects

  • Accounting Software Implementation & Transition
  • Accounting Cleanup 
  • Budget Planning & Creation 
  • GAAP & Procedure Implementation
  • Audit / Tax Prep 
  • Additional Projects per Client Request

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Discounts are available when you bundle

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.

Software Used