Last month, @joshkiefercpa and I officially launched Scalable Bookkeeping after 6 months of cleaning up books behind the scenes and crossing the 6-figure ARR threshold.

Since then, we’ve started to pick up scale and hired our first two US-based account managers. At the same time, we’ve found a ton of success in offering temporary and permanent controller services for more complex accounts.

Soon we’ll be rolling out A/P management, A/R invoicing, and bill pay to run the full suite of back-office financial services for our clients.

On the client side, we just overhauled an 8-figure business’s books, allowing them to have their first true close in over a year. This level of clarity and organization has in turn allowed them to prioritize strategic planning and facilitate systemic growth.

What Makes Us Successful

We’re certainly not the only ticket in town, but we’ve won and kept business by taking a unique approach to bookkeeping.

As CFOs by trade, we understand the context behind the numbers. This allows us to seamlessly integrate our clients’ bookkeeping needs with their strategic financial goals.

We also deliver much faster than your average bookkeeping firm. We get through our clients’ financials within 10 days.

We call this first pass the “soft close.”

While this initial close doesn’t include full bank reconciliation and journal entries, it does give our clients a working set of numbers within an acceptable variance and a 100-200% increase in speed. This allows owners to then focus on their business while we get them the full, “hard close” in 10-15 days.

Why You Need a Bookkeeper

If you don’t know your numbers, you don’t know your business, simple as that.

But it’s not enough just to get your books in order once. At a minimum, you should be able to clearly articulate your costs, time inflows and outflows, identify unnecessary expenditures, and estimate your tax obligations.

And hiring just any bookkeeping firm to get you organized often won’t cut it. This is because most firms are incentivized to close the books and move on to the next. You need to bring on a bookkeeper or bookkeeping firm that understands and works with the full picture of your financials.

Without this level of visibility and thoroughness in the bookkeeping work itself, you’ll miss the opportunity to price strategically, optimize cash flow, and lean out your operations.

You’ll also stop yourself from being able to sell at a good price or raise capital.

Why You Should Work With Us

Besides the strategic approach we take to bookkeeping as CFOs and the two-close model, our focus on service has led us to consistently exceed client expectations.

For one of our CFO clients, an initial request to handle the books for one of their entities has mushroomed into us providing bookkeeping services for nearly 10 of their entities.

So if you’re looking for fast, reliable, and thorough service, we’d love to chat with you. Just shoot me an email or DM to connect.

Hungry for More?

1. Follow me on Twitter and LinkedIn for daily content to take your business to the next level.

2. Shoot me an email with your questions or requests for what you’d like me to write about next.

‘Til Next Time,

Connor