Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO

Fractional controller & CFO · finance systems · overseen books

Clean books, clear decisions — run by an accountant who built the systems behind them.

BookSmart sets up your finance systems, keeps your books accurate under real oversight, and gives you the controller- and CFO-level insight a growing business needs — without a full-time hire.

Book a Finance Health Check or a free 20-min intro →

Fixed fee, credited toward your engagement. No obligation.

MONTHLY SNAPSHOT · JUNEreviewed ✓

Revenue

$482K

▲ 8% MoM

Cash on hand

$310K

14 mo runway

Every number reviewed and signed off by your accountant — not just exported from software.

14 years

in accounting and finance — senior accountant, controller, financial systems analyst

NetSuite

implemented across all modules and administered end to end, with zero downtime through transition

Controller & CFO work

oversight, close sign-off and judgment — not data entry

QuickBooks ProAdvisor

and Xero partner · Houston, Texas and remote across the US

We assess your stack & recommend what fits · e.g. NetSuite QuickBooks Ramp Bill Gusto / ADP Avalara FloQast

Why accountant-owned

A bookkeeper records what happened. An accountant makes sure it's right — and tells you what it means.

Most growing businesses are choosing between cheap software, a commodity bookkeeper, or an expensive full-time hire. There's a better option in the middle.

DIY / SOFTWARE

Cheapest on paper — but the output is only as good as the setup, it eats your nights and weekends, and no one's catching the errors.

Cheap until a mistake costs a deal.

COMMODITY BOOKKEEPER

Records transactions and stops there — no interpretation, no judgment, and you still don't actually know what the numbers are telling you.

Data entry with a title.

BOOKSMART · ACCOUNTANT-OWNED

The same monthly books — but designed and reviewed by senior judgment, with errors caught before they cost you, and one person accountable for the whole finance function.

A finance function — not a task.

What we do

Start with a check-up. Grow into a finance team.

Most clients begin with a Health Check or a cleanup, then move onto a monthly retainer as their needs grow. You only pay for the level you need.

Not sure which level that is? Bookkeeper vs controller vs CFO →

START HERE

Finance Health Check

A paid diagnostic that shows exactly where your books, close, and systems stand — with a scored assessment and a clear plan to fix what matters. Credited toward whatever you do next.

from $500

SET THE FOUNDATION · PROJECTS

Cleanup & Catch-Upfrom $1,500

Behind or messy? We rebuild and reconcile your prior periods and hand back clean, tax- and investor-ready books.

Systems Setupfrom $3,000

Set up or migrate your accounting platform and integrate the tools around it — bill-pay, expense, payroll, sales tax — with a close process that holds.

RUN IT WITH YOU · MONTHLY

Managed Books

from $500/mo

Accurate monthly books and statements — automated and delegated, but reviewed and signed off by an accountant. Never data entry you have to babysit.

MOST POPULAR

Outsourced Controller

from $1,800/mo

A controller on your team: monthly close oversight, a real reporting pack and KPI dashboard, controls, and a monthly review call. Someone accountable for the numbers.

Fractional CFO

from $4,000/mo

Strategic finance: forecasting and cash-flow modeling, board and investor reporting, and preparation to support a fundraise or loan.

Free · two minutes · no call

Not sure which of those you need?

Nine questions about how your books actually run — when they close, whether they reconcile, whether you can see runway. You get a score and a straight answer on which level fits, before you talk to anyone.

Take the Finance Scorecard No card. No obligation.

Who we work with

One finance engine, tuned to your business.

Growing small and mid-size businesses that have outgrown DIY — with particular depth where the systems and numbers get complicated.

Small & mid-size businesses

Services firms, agencies, and multi-location operators who need clean books and someone who catches problems — not just a monthly export.

SaaS & tech

Recurring-revenue startups that need investor-grade reporting — ARR, burn, runway — and a stack that scales past QuickBooks.

E-commerce & marketplaces

Etsy, Shopify, and Amazon brands scaling up — where inventory, multi-channel sales, and sales tax get messy fast.

How it works

Four steps, no surprises.

01

Intro + Health Check

A free intro call, then a paid check-up of your books, close, and systems.

02

We scope the fix

A clear plan and a fixed quote based on what we actually find — no guesswork.

03

Clean up & build

We fix the books and set up the right systems — done properly, once.

04

Ongoing oversight

Controller- and CFO-level reporting and advice, every month.

Transparent starting points

Know roughly what it costs before you call.

Every engagement is priced on scope and confirmed after your Health Check — no hourly meters. Here's where things start.

What this replaces

A full-time controller in the Houston market costs roughly $150,000 to $190,000 a year once benefits and payroll taxes are counted. A CFO costs considerably more — and neither is a sensible hire until you are well past the point where the numbers already need to be right.

Fractional means you buy the judgment and the oversight without the salary, and move up or down the ladder below as the business changes.

SERVICE

STARTING AT

Finance Health Check

$500 · credited

Cleanup & Catch-Up

$1,500 project

Systems Setup & Integration

$3,000 project

Managed Books

$500 / mo

Outsourced Controller

$1,800 / mo

Fractional CFO

$4,000 / mo

Loraine O.

Founder & Principal Accountant

Fractional Controller & CFO · Finance Systems

Why BookSmart

Built by someone who's run the finance function — not just kept the books.

BookSmart is led by a senior accountant and controller who has implemented and integrated finance systems across platforms like NetSuite, QuickBooks, and the modern stack around them, for SaaS, telehealth, and e-commerce companies. We start by evaluating what you already run, then recommend — or partner to provide — what genuinely fits. Your books aren't just recorded; they're designed, controlled, and understood.

We focus on finance operations, systems, and advisory. For tax filing and audits, we work alongside a licensed CPA partner — so every part of your finances is covered by the right specialist.

Common questions

Good questions, straight answers.

Are you a CPA?

No — we're a senior accountant and controller focused on finance operations, systems, and advisory (no license required for that work). For tax filing and audits, we bring in a licensed CPA partner.

Do you do the bookkeeping by hand?

The routine data entry is automated and delegated. We own the system, the review, and the judgment — so your books are accurate without paying an accountant to key transactions.

Our books are a mess. Where do we start?

Right where you should — a Finance Health Check, then a Cleanup if needed. Most engagements begin exactly this way.

Can you help us raise money or get a loan?

Yes — we prepare the financials, models, and materials and advise you through it, for a flat fee. We don't broker the raise or take a cut of what's raised.

Ready when you are

Get your finance function in order.

Start with a Finance Health Check — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro call.

Book a Health Check Free 20-min intro →

Prefer to talk? (281) 858-3349 · info@booksmartsvcs.com · Texas & remote