Most bookkeeping services give you a report. BooksStead gives you a report and a plain-English explanation of what it means for your business — written by a CFO with 20 years of experience, delivered by the 15th of every month.
Every month you get clean books — every transaction categorized, every account reconciled. But you also get a plain-English summary written by a CFO explaining what the numbers mean, what changed, and what to do about it.
That's what you'd get from a $300/hour fractional CFO. It's included in your monthly plan.
Connect your accounts once. We handle everything every month. You get clean books and a CFO explanation of what they mean — delivered by the 15th.
Invite us as your accountant in QuickBooks Online or Xero. Takes two minutes. Not on either? We'll set you up on QBO as part of onboarding.
Every month we categorize transactions, reconcile accounts, and produce your P&L and balance sheet. AI handles the volume. Our CFO handles the judgment calls.
Clean financials plus a plain-English CFO summary — what happened, what changed, and what to do next. In your inbox by the 15th of every month.
Every BooksStead plan includes the same core deliverable — clean books and a CFO insight summary. The only difference between plans is how much transaction volume we handle.
Every transaction categorized, every account reconciled, every report ready before tax season. No more scrambling in April.
A plain-English explanation of what your numbers mean — where you made money, where you lost it, what to watch, and what to do next.
Your books stay current every month. When your CPA asks for your financials, they're ready in minutes.
Not a support ticket. A Memphis-based CFO who reads your books every month and knows your business as well as you do.
Every plan includes the same deliverable — clean books and a CFO insight summary by the 15th. Plans are sized by monthly transaction volume so you only pay for what your business actually needs.
A 20-minute call with your CFO each month to walk through the report, answer questions, and discuss what's coming next. Available on any plan. Above 1,000 transactions/month — contact us for a custom quote.
If you have clients you're turning away, underserving, or spending too much time on — BooksStead is your overflow solution. We handle the monthly bookkeeping. You keep the relationship and earn a referral fee every month the client stays with us.
When they need tax prep, audited financials, or a loan package — we send them straight back to you. We never compete with your core work.
Talk to us about partneringEnter your email and we'll reach out within one business day to review your books and get you set up.
30-day money-back guarantee · No long-term contracts · Memphis-based team