Financial clarity for
growing businesses.
CFO-level guidance and dependable bookkeeping for small to mid-size businesses and nonprofits — from a licensed CPA who has done this since 2008.
- Licensed CPA
- Serving clients since 2008
- Nonprofit & SMB focus
David Bearchell, CPA · Founder & Principal
The finance function your business needs — without the full-time hire
Fractional CFO Services
Strategic financial leadership without the full-time cost — forecasting, cash flow, KPI reporting, and a seasoned voice with your bank, board, and auditors.
Learn moreBookkeeping
Clean, current books in QuickBooks Online: reconciliations, month-end close, AP/AR, and financial statements you can actually make decisions from.
Learn moreFinance Automation
We automate the repetitive parts of your back office — invoicing, expense capture, reporting — so the numbers show up without the busywork.
Learn moreThree steps from first call to steady hands on your books
- 1
Book a discovery call
A free 30-minute conversation about your organization, your books, and what you need. No pitch, no obligation.
- 2
Get a clear proposal
You receive a written scope and a flat monthly fee to approve before any work begins — no hourly surprises.
- 3
Ongoing partnership
Reliable monthly closes, timely reporting, and a CPA who knows your business and answers when you call.
Nonprofit accounting is a specialty here, not a sideline
A large share of our practice is nonprofits — churches, schools, United Ways, and community organizations. We speak fund accounting, restricted gifts, budget-vs-actual, and board reporting fluently, and we know what an executive director needs to walk into a board meeting with confidence.
- Fund and grant tracking with clean restricted/unrestricted reporting
- Board-ready monthly financial packages and budget-vs-actual
- Audit preparation and a smooth relationship with your auditors
- Practical controls sized for small teams and volunteer boards
We also serve growing businesses across professional services, construction, real estate, and family offices — anywhere clean books and clear-eyed financial guidance make the difference.
Explore all servicesModern tools. A licensed CPA behind every number.
We use AI to speed up data processing and surface insights sooner — and every deliverable is reviewed and verified by a licensed CPA before it reaches you.
Faster turnaround
Automation handles the repetitive work, so closes finish sooner and reports arrive while the numbers still matter.
CPA-verified accuracy
Every output is reviewed by a licensed CPA with 18+ years of experience. Technology assists; professional judgment decides.
Your data stays protected
Client information is handled under the same confidentiality obligations that govern every CPA engagement — with modern tools, not in spite of them.
Ready for numbers you can trust?
A free 30-minute discovery call is the fastest way to find out how we can help — and whether we're the right fit.