Bookkeeping, tax, and CFO services built for growing businesses
Four service lines. One team. A real finance department for businesses that have outgrown the part-time bookkeeper but aren’t ready to hire a CFO.
Four service lines. One team. A real finance department for businesses that have outgrown the part-time bookkeeper but aren’t ready to hire a CFO.
Most businesses hit a point where the books are messy, the numbers don’t match what the bank says, and tax season turns into a fire drill. Hiring an in-house team costs more than the problem is worth. A part-time bookkeeper isn’t enough.
That’s where we come in. Sync-CFO delivers a full outsourced finance function — bookkeeping, tax, systems, and CFO-level strategy — staffed by senior people, priced as a flat monthly fee, and built around your business.
Four service lines that work together. Use one, or use all four.
Tier one of the stack. Bookkeeping and accounting — a clean close every month, GAAP-ready.
We handle the day-to-day: monthly reconciliations, chart of accounts, AP/AR, payroll oversight, and a real close at month-end. You get clean financials by the 15th — not when tax season starts.
Best for: Businesses with messy or delayed books, or those who’ve outgrown a part-time bookkeeper.
Learn moreQuickBooks, payroll, and AP/AR set up to actually work.
We integrate your accounting stack so data flows where it needs to go — and stops requiring manual entry. QuickBooks setup, payroll integration, bill pay automation, expense management, and time tracking that connects to your books.
Best for: Businesses duplicating data entry across tools or running on a patchwork of disconnected software.
Learn moreA real person to call when a decision needs real numbers.
Strategic finance support without the full-time hire. Cash flow forecasting, board reporting, budgeting, scenario modeling, and the conversations you’d have with a CFO if you had one on payroll.
Best for: Businesses between $2M and $50M making decisions that need real financial rigor.
Learn morePermanent finance leadership — searches that begin with alignment on the investment thesis.
CFO, VP Finance, Controller, Director of Accounting, and FP&A placement, plus specialized GovCon roles. Every search starts by testing whether the sponsor and leadership team are aligned and how the existing team actually performs — because that is where most failed searches begin.
Best for: Companies filling a permanent finance seat where the wrong hire is expensive to unwind.
Learn more01
A 20-minute call. We listen, ask a few questions, and tell you honestly whether we’re the right fit. No pitch, no obligation.
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Two weeks. We clean up the books, set up the systems, and meet the team. You get a flat monthly fee — no hourly billing surprises.
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Monthly close, real-time visibility, and a senior point of contact you can actually reach. Same person every month.
We work with growing businesses across professional services, SaaS and technology, real estate, hospitality, healthcare, nonprofits, and the founders building the next wave. Clients typically range from $1M to $50M in revenue and need a real finance function — not just data entry.
A 20-minute call. No pitch, no obligation. We’ll listen, ask a few questions, and tell you honestly whether we can help.
Book a call