Built by Ex-Big 4 CPAs
CFO-Ready Books & Cash Flow Clarity for $2-$10M Companies
Decision-ready financials without the overhead. Weekly cash visibility, monthly CFO reporting, and proactive tax estimates—all from a team that’s been in the Big 4 trenches.
Why Bookkeeping Alone Isn't Enough
Growing businesses need more than just clean books. They need financial visibility that enables real decisions.
Sound Familiar?
Limited Cash Flow Visibility
You're making decisions in the dark without real-time cash insights.
Tax Surprises Every Quarter
Unexpected tax bills because you don't see what's coming 90 days out.
Time Lost on Finance
Hours spent managing books instead of growing your business.
Full-Time CFO Too Expensive
Can't justify $130K-$160K/year for in-house financial leadership.
What CFO-Grade Means
Weekly Cash Visibility
30-90 day projections so you always know where you stand.
Monthly CFO Reporting
Executive-level insights without the executive-level salary.
Proactive Tax Visibility
Quarterly estimates so you can plan ahead with your CPA—no surprises.
Corporate-Level Clarity
Big 4 expertise tailored to your growing business needs.
How It Works
A proven three-step process to bring your financial operations from unclear to crystal clear.
01
Financial X-Ray
60-Day Financial Rebuild
Ongoing Strategic Partnership
What You Get Every Month
Everything you need for complete financial visibility and confident decision-making.
Books on GAAP Framework
Clean, GAAP-aligned financials built for clarity and decision-making.
CEO-Ready Dashboard
MRR, margins, cash runway, and tax reserves—all at your fingertips.
Visibility by Client & Service
See exactly which clients and services drive your bottom line.
Weekly Cash Updates
Never be surprised by cash flow again with regular position reports.
Quarterly Tax Estimates
Know your tax position 90 days ahead with proactive planning and visibility.
Direct CPA Access
Big 4-trained professionals available when you need strategic advice.
Who's Behind Your Numbers?
Affiliated with Horizon Advisors
Sister company of a trusted financial advisory network
Big 4 Experience
Led by CPAs who cut their teeth at KPMG, PwC, Deloitte, and EY
California Licensed
Certified by the California Board of Accountancy
Enterprise Expertise
Corporate-grade methodology, boutique personalization
QuickBooks Specialists
Deep expertise in QuickBooks Online optimization
CFO Expertise, Boutique Pricing
Enterprise-level financial leadership at a fraction of the cost.
In-House Controller
+ benefits, training, turnover risk
Fractional CFO + Bookkeeper
Multiple providers, coordination hassle
Big 4 Advisory
Project-based, no ongoing support
Beyond the Books
All-inclusive, fixed fee, ongoing partnership
Flexible
Month-to-month freedom
- No long-term commitment
- Cancel anytime
- Full service from day one
Committed
12-month partnership
- Save $4,000 on onboarding
- Priority support access
- Locked-in pricing guarantee
Is This Right for You?
We're not the right fit for everyone—and that's by design. Here's how to know if we're your people.
Perfect Fit If You...
Not a Fit If You...
90-Day Clarity Guarantee
90-Day Deliverables Promise
If by day 90 you don't have the agreed reporting, cash visibility, and close cadence, we'll add two extra review sessions free.
X-Ray Clarity Guarantee
If you don't leave the Financial X-Ray with 3 actionable priorities, we'll run a second review call free.
What Our Clients Say
Real clarity from real business owners who've transformed their financial visibility.
"For the first time, I actually understand my cash position and can make decisions with confidence. The weekly reports have been a game-changer."
Sarah Chen
Founder, Digital Marketing Agency
"We went from tax surprises every quarter to knowing exactly what's coming 90 days out. That visibility alone was worth the investment."
Michael Torres
Managing Partner, Law Firm
"Having Big 4-level expertise without the Big 4 price tag has been incredible. They treat my business like it matters."
Jennifer Park
CEO, Property Management Co.
Questions? We've Got Answers
Everything you need to know about working with Beyond the Books.
How is this different from regular bookkeeping?
Regular bookkeeping focuses on recording transactions and balancing the books. We go far beyond that—providing CFO-level visibility, cash flow projections, profitability analysis by client/service line, and proactive tax estimates. Think of it as having a fractional CFO and bookkeeper in one integrated package.
Why not hire a full-time CFO or controller?
A full-time CFO or controller costs $130K-$160K/year plus benefits, recruiting costs, and management overhead. For growing businesses in the $2M-$10M range, that’s often overkill. Our model gives you the visibility and strategic guidance you need at a fraction of the cost, with the flexibility to scale as you grow.
What if I'm not on QuickBooks Online?
We specialize in QuickBooks Online because it offers the best combination of features, integrations, and scalability for our target clients. If you’re on another platform, we can help you migrate during the onboarding process. Most migrations take just 1-2 weeks with minimal disruption. Note: We require all clients to use QuickBooks Online—it’s essential to how we deliver consistent, high-quality results.
How quickly can you get started?
Once you complete your Financial X-Ray and sign up, we typically begin the 60-Day Financial Rebuild within the first week. You’ll have your first monthly close and CFO report within 60 days of starting.
What industries do you specialize in?
We focus on professional service businesses ($2M-$10M revenue) including marketing agencies, law firms, consulting practices, and property management companies. These businesses share similar financial structures and challenges that our methodology is specifically designed to address.
Do you work with my existing CPA for taxes?
Absolutely. We’re not trying to replace your tax CPA—we make their job easier. We provide clean, organized books and proactive tax visibility throughout the year, so your CPA can focus on compliance and filing. We provide quarterly tax estimates so you can plan ahead with your tax professional—no surprises.
Are your books GAAP compliant?
Our books are built on GAAP framework and GAAP-aligned principles. This means your financials follow Generally Accepted Accounting Principles, giving you decision-ready reports that banks, investors, and CPAs can rely on. If you need full audit-ready compliance for a specific transaction, we can discuss additional preparation.
