Clients Problem
Backlog of unreconciled bank accounts.
Credit card accounts not reconciling.
PayPal / merchant accounts not reconciled.
Incorrect transaction categorization
Catching Up Books
Mixed personal and business transactions.
Lack of a proper chart of accounts.
QuickBooks not set up correctly.
Difficulty tracking expenses & deductions.
E-commerce revenue not matching payouts.
Merchant Account Messed up.
Books not ready for CPA / tax advisor

How a Fractional COO Can Help You Set Up Your Business for Growth

A professional team in a modern office analyzing a complex business workflow diagram on a whiteboard.

The calendar invite said ‘ops sync’ but it was really a triage session. Fourteen people on the call. Six departments represented. One agenda item that had been on the list for eleven weeks: who owns the client onboarding process? Nobody did. Not formally. The founder had been making the call case by case. The account […]

Bookkeeper vs CPA for Small Business: What’s the Real Difference?

Bookkeeper vs CPA for Small Business: What’s the Real Difference?

Here’s a situation that comes up more than most business owners expect: it’s mid-March, taxes are due in a month, and a CPA opens a client’s QuickBooks file to find 11 months of unreconciled transactions, three bank accounts that haven’t been touched since the prior year, and a “Miscellaneous” expense category that has quietly absorbed […]

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