Bookkeeping & CFO Consulting That Actually Make Sense
Because your business deserves more than spreadsheets and stress.
We help small and midsize businesses take control of their finances through clean, consistent bookkeeping and clear, strategic guidance.
Our QuickBooks Online Services are designed for entrepreneurs earning between $200K–$3M in annual revenue who want reliable books, actionable insights, and a financial partner who actually cares.
You didn’t start your business to become your own accountant.
Let us take the numbers off your plate so you can get back to what you do best.
What’s Included
Monthly Bookkeeping
Accurate categorization, reconciliations, and financial statements — delivered on time, every month.
Financial Reporting and Dashboards
Understand where your money’s going, what’s driving profit, and what needs attention — all in easy-to-understand words.
QuickBooks Setup and Cleanups
We’ll get your system running smoothly or clean up the chaos if it’s already gone off track.
Email Support You’ll Actually Get Responses From
We don’t disappear between reports. You’ll always know what’s happening and why.
ADDITIONAL SERVICESFractional CFO Services
You’ve built momentum — now it’s time to build strategy.
As our bookkeeping client, you have the opportunity to bring Steve on as a Fractional CFO. He gives you the space to step back, analyze the numbers, and make smart decisions about cash flow, pricing, and growth with a trusted financial partner by your side.
✓ Cash flow forecasting
✓ Budget-to-actuals tracking
✓ Monthly or quarterly strategy calls
✓ KPI dashboards & trends analysis
Why Businesses Choose Us
We speak your language. No jargon, no lectures — just straight talk and support.
We think beyond compliance — because great bookkeeping isn’t just about keeping the IRS happy. It’s about helping you run your business smarter. We’re proactive, keeping you ahead of deadlines and confident in your numbers. And most importantly, we care. You’re never just a client number here — we become part of your financial team.
With Results You Can Expect
Clean, accurate, tax-ready books every month
Clear visibility into cash flow and profitability
Confident, data-backed business decisions
More time and headspace to focus on growth
Great partnership, worry-free month end close, worry-free support. I would highly recommend Primary Care Financial as your accounting/finance support team; allowing you to focus on your business while knowing the back office is clean!
– Nader Saad, CFO TiniFiber
More Profit.
More Clarity.
WHAT YOU HAVE RIGHT NOWDisorganized books and late reports
Guessing at profitability
Stressed during every tax season
WHAT YOU HAVE WHEN YOU WORK WITH USAccurate, up-to-date financials every month
A trusted partner to help make confident decisions
Year-round peace of mind
More Freedom.
Let’s Simplify Your Numbers — and Your Week.
If you’re ready for clarity, consistency, and time back in your schedule, let’s talk. This call is casual and pressure-free — just a chance to see if we’re the right fit to get your books (and business) where they need to be.
YOUR MONTHLY DOSE OF
Financial Insights
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