Honest books.
Committed partnership.
Built to last.

Fractional CFO and bookkeeping services for growing businesses that deserve more than a spreadsheet and a monthly invoice.

Get a Free Consultation Explore Services
Bookkeeping
Fractional CFO
Monthly Close
Tax & Compliance
Strategic Advisory
Board Reporting
Series A–C
M&A Integration
ERP Setup
FP&A
Cash Flow Forecasting
HaaS / SaaS
Bookkeeping
Fractional CFO
Monthly Close
Tax & Compliance
Strategic Advisory
Board Reporting
Series A–C
M&A Integration
ERP Setup
FP&A
Cash Flow Forecasting
HaaS / SaaS
What We Do

From first entry
to board strategy.

One committed partner covering the full finance function — clean books at the foundation, strategic leadership at the top.

Accounting & Bookkeeping
Foundation
Bookkeeping & Monthly Close
Accurate, timely books every month — reconciled and closed within 7–10 days.
  • Full-cycle bookkeeping
  • Bank & card reconciliation
  • Accounts payable & receivable
  • Monthly P&L, balance sheet, cash flow
Oversight
Fractional Controller
Senior accounting oversight — internal controls, audit readiness, team management.
  • Financial statement review
  • Internal controls & processes
  • Compliance & audit prep
  • Accounting team management
Planning
FP&A & Reporting
Budgets, forecasts, and board decks that give you and your investors complete financial clarity.
  • Annual budgeting & re-forecasting
  • KPI dashboards & variance analysis
  • Board deck financials
  • Scenario planning
Compliance
Tax & Compliance
Stay compliant, file on time, and keep money where it belongs — in your business.
  • Multi-entity tax filing support
  • Sales tax & nexus compliance
  • 1099 preparation & filing
  • Audit defense & documentation
CFO & Strategic Finance
Strategy
Fractional CFO
Executive finance leadership — CFO-level thinking without a CFO-sized budget.
  • Financial modeling & forecasting
  • Board & investor reporting
  • Fundraising support (Series A–C)
  • Cash flow & runway management
Advisory
Strategic Advisory
M&A prep, scenario planning, and deal support — straight talk from operators who've done it before.
  • M&A financial due diligence
  • Scenario & sensitivity modeling
  • Fundraising data room support
  • Unit economics & pricing analysis
Systems
ERP & Tech Setup
Chart of accounts, ERP implementation, and workflow automation built to scale.
  • QBO / Dynamics 365 / NetSuite
  • Chart of accounts design
  • Data migration & integration
  • Team training & documentation
Transactions
M&A Finance Support
Due diligence to post-merger integration — acquisition accounting and consolidated financials.
  • ASC 805 acquisition accounting
  • Due diligence support
  • Intercompany eliminations
  • Post-merger integration
Industries We Serve
SMB
Small & Mid-Size Business
Clean books and CFO support right-sized for growing independents.
HaaS
Hardware as a Service
Inventory costing, deferred revenue, and ERP implementation for IoT and device companies.
SaaS
Software & SaaS
ARR tracking, ASC 606 revenue recognition, and unit economics for software businesses.
CPG
Consumer Packaged Goods
COGS, margin analysis, and cash flow management for product-based brands.
Non-Profit
Non-Profit
Fund accounting, grant tracking, and compliance reporting for mission-driven organizations.
Gov't
Government & Public Sector
Budgetary controls, compliance frameworks, and reporting for public-sector entities.
How It Works

Up and running in 3 steps.

No lengthy onboarding. No complexity. Clean books and strategic support from day one.

Step 01
Free Discovery Call
We learn your business, current finance setup, and where the gaps are. No obligation — just clarity.
Step 02
Custom Proposal
We design a right-sized engagement with transparent flat-rate pricing and a clear scope.
Step 03
We Get to Work
Onboarding in days. Clean books, consistent close, and strategic guidance from day one.
Credentials & Expertise
Experience
15+ years in Accounting / Finance & M&A
Industries
SMB · HaaS · SaaS · CPG · Non-Profit · Gov't
Technical Accounting
ASC 606 · ASC 842 · ASC 805 · US GAAP
Systems
Business Central · QBO · NetSuite · Xero · and more
Series A–C HaaS / SaaS M&A Integration ERP Implementation
Why SquareBooks

A partner who shows up — every single month.

Square dealing, always
No surprises, no hidden scope, no confusing invoices. You know exactly what you're getting — and we deliver it, every time.
Senior operator, not a staffing solution
You work directly with a 15+ year finance operator — not a junior analyst delegated your account after a sales handoff.
AI tools, human judgment
We use AI to automate reconciliations and accelerate close — but every deliverable is reviewed and owned by a senior finance operator.
Scales with your business
Start with bookkeeping. Add a controller. Grow into fractional CFO. One relationship, right-sized at every stage — no re-onboarding required.
Engagement Models

Transparent pricing. No surprises.

Fixed monthly retainers. Start where you are, scale into what you need. Month-to-month — no long-term lock-in required.

Bookkeeping Only
$1,000+
/ month · Pre-Series A · Scales with transaction volume
  • Monthly transaction categorization
  • Bank & card reconciliation
  • Payroll journal entry posting
  • Books locked within 7–10 days
  • QBO / Xero management
Get Started
CFO Lite
$4,500
/ month · Series A · Monthly reporting + light CFO support
  • Everything in Bookkeeping Only
  • Flash P&L — Actual vs. Budget
  • Cash flow & runway summary
  • AR aging + collections tracker
  • KPI dashboard (30 metrics)
  • Monthly Loom walkthrough
  • 30-min monthly check-in call
Get Started
Most Popular
Fractional CFO
$6–8K
/ month · Series A/B/C · Board-ready reporting & strategic finance
  • Everything in CFO Lite
  • Budget vs. actuals & variance commentary
  • Board deck preparation
  • Annual budget build & model
  • 13-week cash flow forecast
  • Unit economics (CAC, LTV, payback)
  • 60-min monthly CFO sync
  • Same-day Slack response
Book a Call
Custom / Enterprise
Custom
/ month · M&A, multi-entity, fundraising complexity
  • Everything in Fractional CFO
  • M&A accounting (ASC 805)
  • Multi-entity consolidation
  • Fundraising & data room support
  • ERP implementation oversight
  • Priority weekly availability
Talk to Us

Out-of-scope work quoted separately prior to commencement — fixed fee or hourly depending on scope, minimum $250.  ·  All retainers billed on the 1st via ACH auto-pay.  ·  30-day written cancellation notice.  ·  Response SLA: same business day (Slack) / 24 hours (email).

Get in Touch

Ready to get started?

Book a free 30-minute discovery call. We'll assess your current finance function and show you exactly what SquareBooks can do for your business.

Location
Hayward, CA · Serving clients nationwide
Response Time
Within 24 hours

We respond within 24 hours. No spam, ever.

We've received your request.

Thank you for reaching out to SquareBooks Advisory Partners. A member of our team will review your submission and be in touch within 24 hours.

What happens next
01
We review your submission
We'll read through your details and assess which engagement fits best.
02
You'll hear from us within 24 hours
A personal email from [email protected] — not an automated sequence.
03
We schedule your discovery call
A 30-minute call to align on scope, timeline, and fit.

Want to skip ahead? Book your discovery call right now:

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