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Our Services

At ProCFO Bookkeeping & Advisory, we offer a range of customized services designed to support your business at every stage of growth.

Bookkeeping Packages

Starter

For small businesses needing light, consistent bookkeeping support.

  • Bank and Credit Card Statement Reconciliation
  • Transaction Classification
  • Financial Reporting (Balance Sheet and Profit & Loss)
  • Basic Support for Bookkeeping Questions

Essentials

Perfect for lean operations needing reliable monthly bookkeeping.

  • Everything in Starter, Plus:
  • 50% QBO Account
  • 6 Month Cleanup and Catchup
  • Monthly Financial Report Package (Balance Sheet and Profit & Loss)
  • 50% off on Add on Services

Premium

Ideal for growing businesses seeking deeper financial clarity.

  • Everything in Essentials, Plus:
  • QBO Account Setup Included
  • 1 Year Cleanup and Catchup
  • Chart of Accounts Optimization
  • Unlimited Transactions and Statement Accounts
  • CFO-Reviewed Monthly Financial Report Package (Balance Sheet, P&L, Cash Flow Statement)
  • Quarterly Review
  • Year-End CPA Support

Additional Services
(add to any bookkeeping plan)

We tailor and optimize your financial systems for efficiency, growth, and compliance, whether you’re starting fresh or cleaning up legacy data.

  • QuickBooks Online Setup
  • Historical Clean-up & Catch-up
  • Custom Financial Reporting

Coming Soon:

  • Payroll Processing
  • Vendor W-9 Tracking & 1099 Compliance
  • Sales Tax Tracking and Remittance
  • Accounts Payable and Accounts Receivable Management

CFO Advisory

Our CFO Advisory services provide strategic financial insights beyond bookkeeping. We help optimize cash flow, interpret financial data, and guide decision-making for growth. Offering high-level oversight without the cost of a full-time executive, we ensure clarity, confidence, and control over your financial future.

Services include:

  • Premium Bookkeeping Package
  • Financial Strategy & Forecasting
  • Budgeting & Cash Flow Planning
  • KPI Development & Performance Tracking
  • CPA Collaboration for Tax Strategy Alignment
  • Business Model Analysis & Scenario Planning

Real Estate Underwriting & Investment Analysis

We bring the same clarity and strategic focus to real estate investments. Whether analyzing a single asset or expanding a portfolio, we provide data-backed evaluations and strategies to maximize returns and mitigate risks.

Services include:

  • Full Deal Underwriting for Multifamily, Hotel, Gas Stations, and Development Projects
  • Business Plans with Value-Add Strategies and Return Projections
  • Rent Roll, Lease Audits, and Market Comp Analysis
  • Cash Flow Modeling, ROI Projections, and Key Metric Evaluation (Cap Rate, IRR, DSCR)
  • Capital Stack Design, Financing Strategy, and Debt Structuring Support
  • Stress Testing for Interest Rates, Vacancies, and Rent Assumptions
  • Exit Strategy Planning and Investor Reporting

Business Underwriting & Acquisition Support

We apply strategic financial insights to business acquisitions, helping you assess and structure deals aligned with your long-term growth. We combine financial analysis, market research, and operational reviews to ensure the best opportunities.

Services include:

  • Preliminary Deal Screening and Risk Assessment
  • Financial Statement Review and Normalization
  • Historical and Projected Cash Flow Analysis
  • EBITDA Adjustments and Break-even Analysis
  • Industry Benchmarking and Comparable Sales Analysis
  • Detailed Pro Forma Creation and Loan Coverage Ratio Analysis
  • ROI, IRR, and Equity Multiple Calculations
  • Due Diligence, Vendor, Customer, and Contract Review
  • Business Acquisition Structuring and CapEx Forecasting
  • Budgeting & Cash Flow Planning
  • KPI Development & Performance Tracking
  • CPA Collaboration for Tax Strategy Alignment
  • Business Model Analysis & Scenario Planning

Ready to Grow with ProCFO?

Take the next step toward informed decisions, operational efficiency, and sustainable growth.

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Terms and Condition

ProCFO Bookkeeping & Advisory empowers businesses by providing clear, organized financials, strategic CFO-level insights, and trusted partnerships designed to foster long-term success.

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