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Accounting & Financial Advisory

Books Closed. Growth Funded.

Bench runs $308–$508/mo for bookkeeping only. QuickBooks Live charges $200+/mo with no CFO strategy. Boojee Accounting delivers bookkeeping, tax-first strategy, and CFO-lite advisory together — from $498/mo, no equity required.

48-Hour Close Monthly book deadline
IRS Audit-Ready Every month, always
Tax-First Strategy Quarterly planning sessions

Every financial function — under one roof.

No piecemeal accounting. One team handles your books, taxes, cash flow, and strategy so everything talks to each other.

Bookkeeping

Transaction categorization, reconciliations, and clean P&L delivered every month — closed within 48 hours of month-end.

Tax Planning

Proactive quarterly strategy to minimize your tax burden. We find deductions before April, not during it.

Cash Flow Forecasting

13-week rolling cash forecast so you always know what's coming. No more end-of-quarter surprises.

Financial Reporting

Monthly P&L, balance sheet, and cash flow statement. GAAP-compliant, board-ready, and actually readable.

Payroll Reconciliation

We match your payroll runs to the books every cycle. Catch discrepancies, prevent penalties, and stay IRS-ready.

CFO Advisory

Fractional CFO strategic sessions: pricing models, budget vs. actuals, vendor renegotiations, and growth capital planning.

Up and running in four steps.

We move fast and don't waste your time. Most clients are fully onboarded within 5 business days.

Audit Your Books

We review your current state — accounts, chart of accounts, software, and backlog — and flag every gap.

Set Up Systems

QuickBooks or Xero configured to your entity. Bank feeds connected. Payroll linked. Chart of accounts locked in.

Monthly Close

Every month we close your books within 48 hours of EOM, reconcile every account, and deliver your package.

Quarterly Strategy

90-day CFO session: tax strategy, budget review, cash forecast update, and decisions for the next quarter.

Pick your tier. Upgrade anytime.

All plans include monthly close, IRS-ready books, and a dedicated accounting contact. No contracts. No equity.

Starter

$498/mo

Clean books and monthly reporting for service businesses under $1M revenue.

  • Monthly bookkeeping & reconciliation
  • P&L, balance sheet, cash flow statement
  • Bank & credit card feeds (up to 3 accounts)
  • 48-hour month-end close
  • IRS audit-ready filing binder
  • Email support (48h response)
Start with Starter

CFO

$1,798/mo

Full fractional CFO engagement for businesses scaling past $2M or raising capital.

  • Everything in Growth
  • Fractional CFO strategic sessions (2/mo)
  • Vendor & contract renegotiation support
  • Growth capital & financing prep
  • Board-ready financial decks
  • Annual budget & forecasting model
  • Unlimited accounts & entities
  • Dedicated CFO phone line
Go CFO

See what staying DIY is actually costing you.

Move the sliders to your numbers. See what you're leaving on the table every month.

Your Numbers

Adjust each slider — results update instantly.

Hours per month on bookkeeping 12 hrs
Your hourly value as owner $150/hr
Estimated tax burden (% of revenue) 22%
Bookkeeping Cost
$1,800
Your time × hourly value
Est. Tax Savings
$660
vs. unplanned filing
Monthly Net ROI
$1,463
after Growth plan fee
QuickBooks Certified Xero Partner GAAP Compliant IRS Enrolled Agent No Equity Required

Common questions, honest answers.

Do I need a full-time accountant for my small business?

Almost certainly not. A full-time accountant runs $60,000–$90,000 per year in salary alone — before benefits. For most small businesses under $5M in revenue, a monthly advisory engagement gives you the same strategic coverage at a fraction of the cost. Our Growth plan is equivalent to roughly 8–12 hours of CFO time per month, delivered by a team that handles hundreds of similar businesses.

What accounting software do you use?

We work primarily in QuickBooks Online and Xero — the two most common platforms for SMBs. If you're on a different platform (Wave, FreshBooks, Sage), we'll either migrate you or build a bridge workflow. All client data is housed in your own account, not ours — you own everything at handoff.

How far behind can my books be when I start?

We've caught up books that were 3 years behind. A dedicated cleanup sprint is typically priced separately from monthly service — the cost depends on the volume of transactions and how many accounts need reconciling. Most clients are current within 2–4 weeks of kickoff.

Will I have the same person handling my account?

Yes. Every engagement is assigned a dedicated bookkeeper and a CFO-level reviewer. You'll have direct Slack or email access to both. No offshore ticket queues, no account manager relay. The same two people handle your books every month.

What happens at tax time?

If you're on the Growth or CFO plan, tax preparation is included at year-end. We prepare and file your business returns, and proactive quarterly planning throughout the year means there are no surprises. Starter clients receive a tax-ready package that any CPA can take straight to filing, and we offer tax prep as an add-on.

Fix your books. Keep more money.

Tell us where you are. We'll tell you exactly what it costs and how fast we can start.

Request a Financial Assessment

We respond within 1 business day with a custom quote and timeline.