Cash
Today: Cash feels like a mystery
Money moves. You only learn where it went after the month ends, if then.
With Fincera: Cash you can act on
Weekly visibility into position and burn without building the spreadsheet yourself.
Books closed by the 15th.Reviewed by a CPA. Ready for a lender. Reconciled in full.
The whole back office for founders and property managers who would rather not become their own accountant. One team, one relationship, working inside the software you already use.
What lands in your inboxBy the 15th
Reconciled accounts
Every bank and credit-card account matched line by line, so the balance sheet is something you can build on.
CPA-reviewed before it reaches you
- Reconciled accounts. Every bank and credit-card account matched line by line, so the balance sheet is something you can build on.
- P&L, balance sheet, cash flow. The three statements, on the same date each month, in a format a lender or a board already recognises.
- AR and AP aging. Who owes you, who you owe, and what is old enough to need chasing this week rather than next quarter.
- A CPA's review note. Anything material flagged in plain language before it reaches you, by the person who signed the close off.
Your close lands by the 15th, questions come back inside 24 hours, and the work is done by a team carrying 50+ years of U.S. accounting and a 5.0 rating across 14 verified Google reviews.
- CPA-supervised
- QuickBooks ProAdvisor
- Big-4 trained
Questions your reports should answer without a phone call.
Most owners can read a P&L. What they cannot do is get one early enough to act on. Fincera fixes the timing first. Then the reporting is worth reading.
- Revenue is up. Why is the bank balance flat?
- A cash view that separates timing from performance, so you can see whether it is a receivables problem or a margin problem.
- Can we take on this hire in Q3?
- Runway against committed payroll, not a gut check the week before the offer goes out.
- Are the NY sales tax and payroll filings actually current?
- A compliance calendar your bookkeeper owns, with filings tracked rather than remembered.
- Would a lender trust this in a data room?
- Reconciled, accrual-ready statements with a CPA's review behind them, in the format diligence expects.
Most weeks start the same way
A founder opens the bank feed, skims unpaid invoices, and wonders whether last month's close is even trustworthy. The business is growing. The books are not.
Payables & receivables
Today: AP and AR eat the week
Vendors chase you. Clients delay. Nobody owns the aging report.
With Fincera: Payables and receivables that run
Bills paid on time, invoices chased with a process, aging that stays current.
Reporting cadence
Today: Reports arrive too late
By the time the P&L lands, the decision you needed it for is already made.
With Fincera: Close that keeps pace
Statements delivered while the month still matters for pricing, hiring, and runway.
Your time
Today: You are the bottleneck
Every number still routes through the person who should be selling, hiring, or leading.
With Fincera: A partner on the books
One accountant who knows your stack, your industry quirks, and your goals.
A dedicated bookkeeper.A CPA on every close.
Scope changes from one client to the next. These parts of the arrangement do not.
People first
You work with a dedicated bookkeeper who learns your vendors and close rhythm. Software handles the repetitive work; your bookkeeper handles the rest.
A clear operating rhythm
Kickoff, cleanup if needed, then a steady close cycle. Check-ins match how fast your business moves: weekly when cash is tight, monthly when you are stable.
Your software, not ours
We work in QuickBooks, AppFolio, Xero, or Wave. We tighten the workflow around what you already use instead of forcing a platform change.
Every close is reviewed by the person whose name is on the firm.
Your bookkeeper does the day-to-day. Hamza K.sets the standard it gets checked against — the same review discipline he ran at Ernst & Young.
Bookkeeping, AP, AR, payroll, property, CFO.One partner through every stage.
Start with clean monthly books. Add payables, receivables, payroll, property management accounting, or fractional CFO when the business asks for it, without switching firms or re-explaining your chart of accounts.
Certified in the platforms you already run
QuickBooks OnlineXeroWaveAppFolioBuildiumGustoBill.comRampStripeShopifyRent ManagerExpensify
Three books we took over,and what changed after.
The same three questions each time: what was breaking, what we built, and what the operator got back. Every quote is the client’s own words from our Google profile.
5.0 · 14 reviews
E-Commerce
“For the first time, I feel fully in control of my numbers—and that peace of mind is priceless.”
- The problem
- Hundreds of daily channel transactions left cash position unclear and month-end always late.
- What we built
- Automated reconciliation, channel-aware reporting, and a weekly cash snapshot the founder could trust.
- The result
- Books stayed investor-ready. The operator stopped guessing where the week's cash had gone.
Nonprofit
“They're knowledgeable, reliable, and always go the extra mile. Highly recommend their nonprofit bookkeeping services.”
- The problem
- Restricted funds and grant tracking created board-report delays and compliance anxiety.
- What we built
- Nonprofit chart of accounts, restricted-fund workflows, and an audit-minded monthly close.
- The result
- Board packages arrived on time with a clear story for every donor dollar.
Small Business
“I finally have time to focus on my business instead of stressing over numbers. Great team.”
- The problem
- The founder was still the close process, pulling every number while trying to grow the firm.
- What we built
- A dedicated bookkeeper, a simple KPI pack, and monthly reporting ready for advisory conversations.
- The result
- Hours returned to selling and hiring without giving up financial discipline.
What this costs depends on your books.
We do not sell packages, so there is no list price to quote you. Five things set the number, we walk all five on a free health check, and the flat monthly rate that comes out of it does not move unless the work does.
What sets your rate
- Transaction volume
- Accounts and entities
- AP and AR load
- Payroll headcount
- Starting condition
Answer a few questions.Get a straight answer.
Three tools, no sign-up and no email address. None of them pretends to have seen your books, and none of them quotes you a price a CPA has not stood behind.
Question 1 of 6
When were your bank and card accounts last reconciled?
Reconciled means matched line by line, not just downloaded.
How the first month actually goes.
Most clients are live within a few business days. If cleanup is needed, it is scoped and priced at the start — not discovered halfway through.
Discovery
A short call with a CPA. We map your stack, transaction volume, industry needs, and what “caught up” should mean for you.
Access & diagnosis
We review your current books and software, flag cleanup if needed, and agree on a close calendar you can live with.
Meet your accountant
Your dedicated bookkeeper joins early—learns your vendors, payroll rhythm, and the questions you ask every month.
Stabilize the system
Chart of accounts, bank feeds, and workflows get tightened so the next close is quieter than the last.
Ongoing partnership
Steady closes, proactive flags, and a direct line when something material changes in the business.
What stands behind the work.
Credentials, oversight, and controls you can check before you hand over a single login.
QuickBooks ProAdvisor
Every bookkeeper is a QuickBooks ProAdvisor with multi-year U.S. accounting experience.
Big-4 CPA Supervised
Work reviewed under CPA oversight rooted in Ernst & Young LLP experience.
Google Verified Reviews
Every review on our Google listing is from a client we have worked with, published unedited.
Bank-Grade Security
256-bit encryption and multi-factor authentication around your financial data.
Before you hand over the books.
Straight answers on qualifications, security, pricing, cleanup, and how quickly we can start.
How do I know your remote bookkeepers are qualified?
Every bookkeeper is a QuickBooks ProAdvisor with multi-year U.S. accounting experience, supervised by a CPA with Big-4 (Ernst & Young LLP) background. We run background checks and ongoing training—not a free-for-all contractor pool.
Is my financial data safe with you?
Yes. We use 256-bit encryption and multi-factor authentication. Access is limited to the people working your engagement.
What if I need help outside business hours?
Our core hours are Mon–Wed & Fri, 8am–6pm ET (closed Thursday). For urgent items, your dedicated bookkeeper can arrange coverage outside that window when the work requires it.
How does your pricing work? Are there hidden fees?
There is no package price, because every set of books is different. A flat monthly rate is scoped to your transaction volume, entities, AP/AR load, payroll headcount, and the starting condition of your books. The free consultation produces that number and a clear scope, with cleanup quoted separately and up front.
Can you handle my industry-specific accounting needs?
Yes. We work across e-commerce, professional services, healthcare, real estate, nonprofits, law firms, startups, SaaS, and more—with charts of accounts and workflows matched to how those businesses actually earn and spend.
What if my current books are a mess?
Cleanup is a normal first chapter. We organize history, migrate what matters, and lock in a close process so you are not stuck in permanent catch-up.
How quickly can you get started?
Most clients begin within one to two business days after access is granted, with a plan that minimizes disruption to your operations.
What if I'm not tech-savvy?
You do not need to become a QuickBooks power user. Your bookkeeper guides setup and can deliver monthly reports by email if you prefer not to live in the software.
Bring us the books you have.Not the ones you meant to keep.
Behind on reconciliations, mid-migration, or three years deep in a spreadsheet — the first call is the same either way. Show us what you have and you leave knowing what it would take to get current.
Mon, Tue, Wed & Fri · 8am–6pm ET
- 30 minutes with a CPA, not a sales rep
- A written scope and a flat monthly number
- No obligation, and no follow-up sequence