A bookkeeper who knows your vendors, and a CPA who checks the work. On the same file.
Most firms give you one or the other: a cheap bookkeeper with nobody checking the work, or an accountant who sees your books once a year and bills like it. Fincera exists because the useful version is both, every month — and because operators should stop reconciling on weekends.
Certifications and the software we work in
Certified and supervised
- QuickBooks ProAdvisor
- CPA supervised
- Ernst & Young alumni
- Google verified reviews
- Bank-grade security
Books, payroll and spend
- QuickBooks Online
- Xero
- Wave
- Gusto
- Rippling
- Bill.com
- Ramp
- Expensify
- Dext
Wave
Ramp
Property and commerce
- AppFolio
- Buildium
- Rent Manager
- Stripe
- Shopify
- Expensify
Rent Manager
Every close is reviewed before it reaches you.
Your bookkeeper does the day-to-day. A CPA with Big-4 audit experience checks it first — the same discipline used on audits, applied to your month end.
One person, not a queue
A dedicated bookkeeper who learns your vendors, your payroll rhythm and the questions you ask every month. You email a person, not a shared inbox.
A close date you can plan around
Kickoff, cleanup where it is needed, then a steady cycle. Statements land on the same date each month, so the number you act on is never last quarter's.
Your software, not ours
QuickBooks, Xero, Wave, AppFolio, Buildium. We tighten the workflow around what your team already opens instead of charging you to migrate.
Reviewed before you see it
Anything material is flagged in plain language before the close is signed off, not in the meeting where it would otherwise surface.
The people who touch your file.
Small on purpose. You are not handed to whoever is free this week — the same names sit on your books every month, and you know which one to email.
Saad Khan
Lead Bookkeeper
A QuickBooks ProAdvisor who learns your vendors, your payroll rhythm and the questions you ask every month. The same person, every month.
Andrew Hopkins
Senior Bookkeeper
Carries a full book of monthly closes in QuickBooks Online and Xero — bank and card reconciliations, clean categorisation, and the question asked in week two rather than at year end.
Simon Vance
Senior Bookkeeper
Second set of eyes before a close is signed off: reconciliation breaks, anything on the balance sheet that moved without being asked, and the fix explained in plain language.
Nathan Reed
Onboarding & Cleanup Lead
Owns the first ninety days, whether the file starts in QuickBooks, Xero or Wave — catch-up months, a chart of accounts worth keeping, and an opening balance sheet the following closes can stand on.
Claire Bennett
AppFolio Specialist
Works inside AppFolio rather than around it: owner statements, trust and operating accounts kept apart, and a close that ties to the property ledger instead of arguing with it.
Grace Whitfield
Buildium Specialist
Buildium and Rent Manager — unit-level income, tenant deposits and management fees reconciled every month, so an owner report holds up the first time it is questioned.
Daniel Cross
Payroll Specialist
Runs the pay runs in Gusto, Rippling and QuickBooks Payroll — hours, deductions and on-time pay in every state you operate in, plus the registrations each new state quietly requires.
Oliver Grant
AP & AR Specialist
Bill.com, Ramp and Expensify: bill intake, approval routing and payment runs, and the invoices that have gone quiet chased before they age into a write-off.
Ruth Callaway
Trust & Fund Accounting
Law-firm trust ledgers reconciled three ways, and nonprofit fund accounting that keeps restricted money visibly restricted all the way through to the Form 990 pack.
Marcus Webb
Fractional CFO
Turns a closed month into a forecast: cash runway, scenario models, and the board or lender pack that has to stand up to a PE or VC investor asking about it.
Office cat
Smokie
British Shorthair · Chief Nap Officer
Smokie is the only member of the firm without a login. He supervises the close from the warm side of the monitor, has never once been asked to explain a variance, and is the reason there is a lint roller by the door.
- Breed
- British Shorthair
- Tenure
- Since the first close
- Billable hours
- None on record
Nothing here is unverifiable.
Most firms ask you to take their word for it. Below is an address you can stand outside, a number that rings a desk, and the exact software your books already live in.
A number that rings a desk.
Not a queue, not a form that promises a reply. You reach people who already know your chart of accounts.
1178 Broadway, 3rd Floor #247, New York, NY 10001
Mon–Fri: 8 AM – 6 PM ET
Sat & Sun: Closed
50+ years of U.S. accounting
Every bookkeeper a QuickBooks ProAdvisor, and every close reviewed before it reaches you.
Your software, not ours
QuickBooks Online, Xero, Wave, AppFolio, Buildium, and the banks and apps already feeding your books. We tighten what you run instead of charging you to migrate.
Bank-grade on your data
256-bit encryption and multi-factor authentication, with access limited to the people working your engagement.
Specialised for how you operate.
Charts of accounts and close workflows matched to how these businesses actually earn and spend.
- Property Management
- Nonprofits
- Law Firms
- Small & Medium Businesses
- PE/VC-Backed Businesses
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.
- 30 minutes with a CPA, not a sales rep
- A written scope and a flat monthly number
- No obligation, and no follow-up sequence
Monday–Friday · 8am–6pm ET