We Handle the Numbers. You Grow the Business.
Your Trusted Financial Partner, Led by a CPA.
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Essential Books
Starting at $500/month
For early-stage founders who need clean, accurate financials every month
Monthly bank & credit card reconciliations
Categorized transactions in QuickBooks Online
Accounts payable and receivable snapshot
Basic P&L and Balance Sheet reports
Annual 1099 filing for up to 10 contractors
Email support
Growth Books + Insights
Starting at $950/month
For scaling businesses that want clarity, insights, and peace of mind
Everything in Essential
Monthly insight report with trends & key takeaways
Cash flow snapshot
Monthly Zoom check-in and unlimited email support
Optimized chart of accounts for clean reports and tax readiness
Semi-annual budget review
Quarterly estimated tax projections
Annual 1099 filing for an unlimited number of contractors
Strategic CFO Partner
Starting at $2,500/month
For founders ready to scale faster with a strategic finance partner
Everything in Growth
Board-ready financial reporting & custom KPIs
Cash flow management
Budget creation & variance tracking
Fundraising support & investor relations
Tax planning coordination
Ongoing financial coaching & support
Not sure what you need? Let’s talk.
Get a free 20-minute consultation to find the right bookkeeping solution for your business.
Strategic Financial Partnership
We don’t just record your numbers—we help you use them. From budgeting and forecasting to cash flow insights, we bring CFO-level thinking to support your business growth.
Built for the Growth-Focused Entrepreneurs
We understand the pace, pressure, and priorities of small business owners because we’ve been there. Our services are tailored to give you clarity and control without the overwhelm.
CPA-Led Financial Guidance for Growing Businesses
Backed by a licensed CPA, we deliver the accuracy of a traditional firm—plus the hands-on strategy to fuel smarter decisions.
Let’s take the guesswork out of your numbers—so you can lead with confidence.
At The CFO Partner, we know how overwhelming business finances can be—because we’ve been there. Founded by a CPA who’s also a business owner, we help you keep your books clean, your cash flow on track, and your head clear. No jargon, no stress—just the financial support you need to keep growing.
Book a meeting
mlcpabiz@gmail.com
FAQ's
We primarily support service-based businesses—like consultants, agencies, coaches, and SaaS startups—as well as HOAs. That said, our streamlined systems and CFO strategies are built to flex across industries. If your business is growing and you want proactive financial clarity, we’re ready to help.
Absolutely. We'll review your current books, identify any issues, and get everything organized and up to date.
I’m a Certified Public Accountant (CPA), but I currently focus on bookkeeping, financial reporting, and CFO advisory services only. However, I can coordinate directly with your tax preparer and make sure your books are accurate and tax-ready.
Yes, we work exclusively with QuickBooks Online. If you’re not set up yet, we’ll help you migrate or set it up correctly from the start.
Start with a free consultation. We’ll get to know your business, review your needs, and recommend the right package to support your goals.
Client's QuickBooks Online subscription is billed separately through Intuit, but we’ll help you choose the right plan—and manage everything once you’re set up.
You're in good company
Clarity. Strategy. Confidence.
Mai helped me clean up two years of messy books in QuickBooks Online and made tax season the least stressful it's ever been.
As a solo business owner, I was drowning in spreadsheets and unsure if my numbers were even accurate. Mai stepped in, fixed everything, and now handles my monthly bookkeeping with total precision.
— David K., Construction Contractor
Having a CPA manage my finances has been a game-changer.
Mai doesn’t just keep my books organized—she explains what the numbers actually mean. Her monthly reports give me confidence and clarity I’ve never had before.
— Lena R., 7-figure Amazon Seller
Mai set up my QuickBooks Online from scratch and walked me through everything.
She knew exactly how to structure things for my business and even connected apps I use like Stripe and Gusto. Now everything runs smoothly—and I can focus on growing instead of stressing about bookkeeping.
— Jessica T., Marketing Consultant
Responsive, reliable, and detail-oriented—everything you want in a financial partner.
Mai caught errors my previous bookkeeper missed and got my reports in order fast. Having a CPA who truly understands small business is a huge relief.
— Chris M., Landscaping Business Owner
Contact us
mlcpabiz@gmail.com