Clean books. Clear decisions. Calm CFO support.
CFO Enrollment gives you monthly, CFO-level structure — not just bookkeeping — so you can trust your numbers and make decisions without guessing.
Real CFO thinking, sized for your business..
We bring corporate-level financial structure to owner-operated businesses — cafés, creatives, studios, consultants, cleaners, and community organizations that are tired of financial chaos and want professional systems, not patchwork spreadsheets.
Based in Los Angeles, supporting clients wherever secure access is available.
If this sounds like you, you’re not alone.
Most owners don’t have a “money problem.” They have a systems problem and a clarity problem.
- You don’t fully trust your reports
- You rush at tax time hoping nothing was missed
- You can’t clearly answer, “How much profit did we make?”
- You price based on feeling, not margins
- You feel like the business is running you
What changes when the numbers are right?
- You know exactly where your money is going
- You’re ready for lenders, partners, and auditors
- You see which services are actually profitable
- You can plan hiring and growth with confidence
- You finally feel in control of your business
A monthly financial rhythm that keeps you audit-ready and calm
CFO Enrollment isn’t a one-off cleanup. It’s a structured way to keep your books clean, your reports clear, and your decisions grounded.
1. Understand & Assess
We start with a calm review of where things stand: books, systems, cash flow, and your goals for the next 6–18 months.
- Look at your current accounting setup
- Identify gaps, risks, and quick wins
- Decide if cleanup is needed before monthly work
2. Stabilize & Clean Up
If needed, we catch up and clean up your books so everything lines up: bank, credit card, loans, and reports.
- Rebuild missing months or years
- Fix misclassified transactions
- Restructure the chart of accounts where it helps clarity
3. Monthly CFO Rhythm
After the reset, we move into a steady monthly rhythm so you stay current and always know what’s going on.
- Books closed and reconciled every month
- Clear, owner-friendly reports
- Regular CFO conversations about cash, pricing, and next moves
Cleanup now. Plan ahead with confidence.
Most owners need two things: a reset on the past and a clearer view of the future.
Cleanup work brings your records current and accurate. Pro forma and pricing work helps you see what your decisions will do before you commit.
Cleanup & Catch-Up Services
- Books catch-up for 1–12+ months behind
- Review and correction of misclassified transactions
- Bank, credit card, and loan reconciliations
- Chart of accounts cleanup and restructuring
- Alignment with tax filings and reporting needs
Pro Forma & Pricing for Profit
- Projected income statements for 6–24 months
- Revenue and cost assumptions tailored to your reality
- Pricing and margin analysis for key services or offers
- Breakeven and “what would it take?” scenarios
- Owner-friendly summary you can actually use to decide
Ideal when you’re launching a new service, opening a location, adjusting pricing, or planning for growth with investors, lenders, or board members.
What clients are saying
For the first time, I actually understand what’s happening with our money every month. The reports finally make sense.
Owner, Service BusinessWe went from scrambling at tax time to being ready months in advance. The peace of mind is priceless.
Director, Community OrganizationCFO Enrollment feels like having a big-firm CFO — without the big-firm attitude. Structured, warm, and reliable.
Founder, Creative StudioQuestions owners ask before they start
Is this just bookkeeping?
No. Bookkeeping is the foundation, but CFO Enrollment is built around decisions. You get clean books plus guidance on cash flow, pricing, and strategy — sized for owner-operated businesses.
Do you only work with businesses in Los Angeles?
CFO Enrollment is based in Los Angeles, but I support clients remotely as long as we can set up secure access to your accounting system and documents.
What if my books are a mess or years behind?
That’s exactly what cleanup and catch-up work is for. We’ll assess how far behind things are, scope a realistic project, and get you to a clean starting point before moving into monthly support.
Do you replace my CPA or tax preparer?
No. Your CPA focuses on tax filings and tax strategy. I focus on your internal financial systems, reporting, and the decisions you make month to month. Together, we make their job — and your life — easier.
Choose the level of support your business needs
These are typical starting points. Final pricing depends on transaction volume, complexity, and whether cleanup is needed first.
Compliance
- Monthly bookkeeping & financial close
- Bank & credit card reconciliations
- Chart of accounts maintenance
- Standard monthly financial reports
- Quarterly review call to walk the numbers
Best for owners who want to get organized and stay tax-ready.
Talk about StarterClarity & Growth
- Everything in Starter
- Monthly CFO call (strategy + questions)
- Cash flow planning and simple forecasting
- Pricing & margin review by service or offer
- Basic KPI dashboard for quick insight
- Quarterly “what-if” planning sessions
Best for businesses that are growing, hiring, or preparing for larger decisions.
Talk about CoreCleanup & Planning
- Books catch-up for 1–12+ months behind
- Transaction clean-up & reconciliations
- Pro forma income statements (6–24 months)
- Pricing-for-profit and breakeven analysis
Ideal if you need a reset, are planning a new offer or location, or want to understand the impact of a change before you commit.
Discuss a projectReady to stop guessing and start deciding?
If you’re serious about getting your books clean and using your numbers to guide decisions, let’s talk. No pressure, just clarity.
Schedule a Clarity Call