I started BooksSteady after watching too many good owners do excellent work while the financial side never kept pace.
I have spent more than 20 years in finance, from Wall Street to a public company to senior finance leadership in biotech and technology, with an MBA from Yale. I do the read on every set of books myself, so the person telling you what your numbers mean is the same one who understands them.
Plenty of services will reconcile your accounts and hand you a report. Fewer will sit with you and tell you what it means. BooksSteady does both: reconciled monthly records, plus the kind of plain-English read a fractional CFO would give you, without the fractional CFO price tag.
I do not replace your CPA. I keep your books clean and current all year, so tax time is easier and you actually know how the business is doing in the months in between.
Service businesses, shops, studios, and trades. Established enough to have real transaction volume, but not yet big enough to need a full-time finance person on staff. The CFO-level read is the same value whatever you sell: know your margins, protect your cash, and make decisions on current numbers instead of a gut feel.
I spent three years at Frontdoor, a business built on a network of electrical, plumbing, HVAC, and appliance contractors, where I oversaw the HVAC upgrade program. So I have looked hard at how trade contractors make money, from the other side of the table. That is why my blog is full of plain-English writing for that world, and why you will not have to teach me your business. If you are not in the trades, the questions are the same: what the work actually cost, where the margin is, and whether the cash is arriving.
I look at 90 days of your books and statements, then show you where your money is actually going and the biggest opportunities I see, whether or not you ever hire me. No cost, no commitment. All I need is a few months of bank and card statements.
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