Online Bookkeeping
Books that stay current while you run the company
Your books should reflect reality every month—not three weeks after you needed the number. Fincera pairs you with a named bookkeeper who learns your chart of accounts, reconciles every account that matters, and delivers statements you can trust for hiring, pricing, and runway decisions.
What you get
Transaction categorization, bank and credit-card reconciliation, and a clean monthly close—reviewed by experts who live in QuickBooks, Xero, or Wave the way your team already does.
- Transaction categorization aligned to your chart of accounts
- Bank and credit-card reconciliation every month
- Monthly financial statements (P&L, balance sheet, cash flow)
- QuickBooks, Xero, or Wave setup and cleanup as needed
- CPA review of close quality and material flags
Built for
Teams that need a dedicated partner—not another software login or a shared support queue.
- Founders still reconciling on weekends
- Teams outgrowing DIY QuickBooks
- Businesses preparing for investors or lenders
- Operators who want one named accountant, not a ticket queue
How it works
- 01
Map your stack
We review your software, bank feeds, and transaction volume on a short CPA discovery call—then scope the right monthly rhythm.
- 02
Stabilize the ledger
Catch-up or cleanup if needed, then tighten categorization rules so each close is quieter than the last.
- 03
Close on schedule
A predictable monthly close with statements delivered while the month still matters for decisions.
Often paired with
Most clients start with one service and add others as the business grows—same bookkeeper, same CPA oversight.
Tell us where the books hurt.
A free CPA discovery call covers stack, volume, and whether Essentials, Growth, or Executive is the right next chapter. No pitch deck. A clear recommendation.