Books Closed. Growth Funded.
Most bookkeeping services stop at the books. BOOJEE Accounting brings bookkeeping, tax-first strategy, and CFO-lite advisory together — and coordinates with your licensed CPA (or connects you with an independent one) for filing — from $498/mo, no equity required.
What We Do
Every financial function — under one roof.
No piecemeal accounting. One team handles your books, taxes, cash flow, and strategy so everything talks to each other.
Bookkeeping
Transaction categorization, reconciliations, and a clean P&L delivered every month — with a fast turnaround after month-end close.
Tax Planning
Proactive quarterly strategy to minimize your tax burden. We find deductions before April, not during it.
Cash Flow Forecasting
13-week rolling cash forecast so you always know what's coming. No more end-of-quarter surprises.
Financial Reporting
Monthly P&L, balance sheet, and cash flow statement — prepared on GAAP-based methods, board-ready, and actually readable.
Payroll Reconciliation
We match your payroll runs to the books every cycle — catching discrepancies early and keeping your records clean and current.
CFO Advisory
Fractional CFO strategic sessions: pricing models, budget vs. actuals, vendor renegotiations, and growth capital planning.
The Process
Up and running in four steps.
We move fast and don't waste your time. Most clients are fully onboarded within 5 business days.
Audit Your Books
We review your current state — accounts, chart of accounts, software, and backlog — and flag every gap.
Set Up Systems
QuickBooks or Xero configured to your entity. Bank feeds connected. Payroll linked. Chart of accounts locked in.
Monthly Close
Every month we close your books shortly after month-end, reconcile every account, and deliver your reporting package.
Quarterly Strategy
90-day CFO session: tax strategy, budget review, cash forecast update, and decisions for the next quarter.
Packages
Pick your tier. Upgrade anytime.
All plans include monthly close, tax-ready books, and a dedicated accounting contact. No contracts. No equity.
Starter
Clean books and monthly reporting for service businesses under $1M revenue.
- Monthly bookkeeping & reconciliation
- P&L, balance sheet, cash flow statement
- Bank & credit card feeds (up to 3 accounts)
- Fast month-end close
- Tax-ready records & documentation binder
- Email support (48h response)
Growth
Full-service accounting + proactive tax planning for growing businesses.
- Everything in Starter
- Quarterly tax planning sessions
- Cash flow forecasting (13-week rolling)
- Payroll reconciliation (up to 10 employees)
- Chart of accounts optimization
- QuickBooks or Xero managed setup
- Monthly CFO summary call (30 min)
- Priority support (24h response)
CFO
Full fractional CFO engagement for businesses scaling past $2M or raising capital.
- Everything in Growth
- Fractional CFO strategic sessions (2/mo)
- Vendor & contract renegotiation support
- Growth capital & financing prep
- Board-ready financial decks
- Annual budget & forecasting model
- Unlimited accounts & entities
- Dedicated CFO phone line
ROI Calculator
See what staying DIY is actually costing you.
Move the sliders to your numbers. See what you're leaving on the table every month.
Your Numbers
Adjust each slider — results update instantly.
Illustrative estimate only — not a guarantee of savings. Actual results depend on your business and tax situation.
How We Work
Built for the way small businesses actually operate.
Frequently Asked
Common questions, honest answers.
Do I need a full-time accountant for my small business?
Almost certainly not. A full-time accountant runs $60,000–$90,000 per year in salary alone — before benefits. For most small businesses under $5M in revenue, a monthly advisory engagement gives you strong coverage at a fraction of the cost. Our Growth plan is designed to deliver roughly 8–12 hours of CFO-level attention per month.
What accounting software do you use?
We work primarily in QuickBooks Online and Xero — the two most common platforms for SMBs. If you're on a different platform (Wave, FreshBooks, Sage), we'll either migrate you or build a bridge workflow. All client data is housed in your own account, not ours — you own everything at handoff.
How far behind can my books be when I start?
Even books that are years behind can be brought current. A dedicated cleanup sprint is typically priced separately from monthly service — the cost depends on the volume of transactions and how many accounts need reconciling. We'll scope the timeline with you at kickoff.
Will I have the same person handling my account?
Yes. Every engagement is assigned a dedicated bookkeeper and a CFO-level reviewer. You'll have direct Slack or email access to both. No offshore ticket queues, no account manager relay. The same two people handle your books every month.
What happens at tax time?
We keep your books tax-ready year-round and, on the Growth and CFO plans, run proactive quarterly planning so there are no surprises at year-end. BOOJEE is not a CPA firm, so actual return preparation and filing are handled by a licensed CPA — we coordinate directly with your CPA (or can connect you with an independent licensed CPA) and hand over a clean, filing-ready package. Every client receives that tax-ready package regardless of plan.
Get Started
Fix your books. Keep more money.
Tell us where you are. We'll tell you exactly what it costs and how fast we can start.
Request a Financial Assessment
We respond within 1 business day with a custom quote and timeline.