Stress-Free Bookkeeping for Small Business Owners
I keep your books clean and tax-ready so you can focus on growth. Then we plan next steps in a free Financial Clarity Session.
Master’s in Accounting • CPA candidate • Helping Charlotte owners get clear, accurate financials
What You Get
- Monthly books closed on schedule
- Clear P&L, Balance Sheet, and Cash Flow
- Tax-ready financials with fewer surprises
- Friendly support that actually responds
Who I Help
Service businesses, e-commerce, consultants, trades, and local operators using QuickBooks Online, Gusto, and Google Sheets — from solo founders to growing teams.
Services
Monthly Bookkeeping
- Categorization & class tracking
- Bank & card reconciliations
- Revenue & invoice posting
- Monthly financial statements
Cleanups & Catch-Up
- 12–24 months catch-up
- Error fixes & re-class
- Chart of accounts tune-up
- Tax-ready close
Payroll & Sales Tax
- Gusto setup/ops
- Sales-tax filings
- Multi-state compliance
- Year-end docs
Advisory / CFO
- Forecasts & budgets
- KPI dashboards
- Cash flow planning
- Pricing & margin analysis
Tax Prep & Planning
- Year-end coordination
- Quarterly planning
- Entity & S-Corp guidance
- Audit-ready package
Systems & Automations
- QBO best practices
- Receipt & rule automations
- Bank feed hygiene
- Close-checklist ops
Premium bookkeeping & CFO-level services
Transparent plans that grow with your business. Invest in clarity, compliance, and long-term tax savings.
Free Discovery Call
Discuss your business, assess your books, and get a clear next-step plan.
- 20–30 min strategy call
- Assess bookkeeping & tax needs
- Accounts/transactions review
- Custom roadmap to clarity
Growth Advisory Subscription
Unlimited email support, monthly check-ins, and QuickBooks guidance.
- Unlimited email support
- QB setup & best practices
- 1× 30-min monthly advisory call
- 12-hour priority responses
Professional Bookkeeping
All-inclusive monthly bookkeeping to keep you clean, tax-ready, and compliant.
- Expense categorization & classes
- Revenue & invoice management
- Bank & card reconciliations
- Monthly P&L, BS & Cash Flow
- 1× 45-min monthly strategy call
- Priority email/phone support
Executive Finance Suite
Bookkeeping + CFO-level insights: A/P, A/R, payroll, dashboards & tax planning.
- Everything in Professional
- A/P + A/R management
- Payroll & compliance
- Sales-tax & multi-state
- Quarterly tax planning
- Custom finance dashboards
- 2× 60-min CFO sessions/mo
- Direct phone, text, email
Notes
- Pricing fits typical small businesses (≤ ~250 transactions / month).
- Custom CFO & tax packages for higher volume, multi-entity, or advanced planning.
- All plans include proactive communication and actionable insights.
FAQ
How do we start?
Fill out the short form below and I’ll review your info, confirm scope, and propose the best plan for your needs.
Do you handle cleanups?
Yes — I can catch up past months quickly and put processes in place to keep things on track.
What software do you use?
Primarily QuickBooks Online, Gusto for payroll, and Google Sheets/Notion for simple reporting and collaboration.
Which industries?
Med/spa, local services & restaurants, trades, e-commerce, creators, and professional service firms.
Book Your Free Financial Clarity Session
Prefer email or a quick call? fotinosfinancial@gmail.com · (848) 272-3321