Bob's Bookkeepers

Get tailored financial leadership, clearer performance insights, and strategic support for business decisions and growth without hiring a full-time CFO.

Outsource financial record-keeping to reduce administrative overhead, maintain accurate and compliant books, and get reporting and expert support for informed business decisions.

Keep financial records current and reconciled, get scheduled reports, and make business decisions using accurate financial data.

Restore reliable financial records for tax filing, financing, and business decisions without disrupting day-to-day operations.

Get accurate, decision-ready financial records and reporting built around your operations, with accounting infrastructure designed to adapt as your business grows.

Keep books organized and reliable for CPA reviews, tax planning, quarterly estimates, and year-end filing.

Maintain accurate financial records remotely with cloud-based bookkeeping that can scale with your transaction volume.

Helps businesses stay compliant, reduce tax liabilities, identify eligible savings, and make informed tax decisions throughout the year.

Streamline financial operations, reduce manual work and disruption, and keep systems optimized as business needs evolve.

Keep QuickBooks accurate and tailored to your operations, with reliable reporting and financial records that support compliance and informed business decisions.

Get accurate, business-specific financial records and reporting while Xero workflows adapt to your operations and growth.

Helps growing businesses improve accounting accuracy, reporting visibility, and financial workflows while scaling with NetSuite.

Outsource payroll to support accurate, timely payments, clear reporting, and payroll compliance while giving your team more time to focus on business growth.

Gain clearer visibility into promotional costs and performance to improve ROI, allocate trade spend more effectively, and support profitable growth.

Streamline accounting, improve financial control, and access virtual controller and CFO support to help grow your business.

Model startup equity scenarios to understand dilution and ownership changes before making decisions that affect the cap table.

Project revenue and profitability under different assumptions to assess your startup’s path toward sustainable growth and financial sustainability.

Fractional CFO Services

Bob’s Bookkeepers provides part-time strategic financial leadership for startups, solopreneurs, and growing businesses. Services include planning, cash flow management, forecasting, budgeting, reporting, risk management, capital-raising support, and investor reporting. The team reviews financial statements, processes, cash flow, and business goals to develop a tailored strategy, guide implementation, and provide ongoing performance monitoring and advice. Support can range from a few hours per month to daily project support. Financial forecasting and investor reporting are available as part of this service.

• Align Financial Strategy With Business Goals
  Turn business objectives into a tailored financial strategy and roadmap to guide planning and decision-making.
• Improve Cash Flow Visibility And Control
  Understand cash needs and manage payments to help ensure funds are available when needed.
• Plan With Forward-Looking Financial Projections
  Use tailored projections and budgets to assess future performance, anticipate cash needs, evaluate plans, and prepare financial models for fundraising and investor discussions.
• Prepare For Fundraising And Inform Investors
  Receive financial preparation and clear, timely reporting to support fundraising, due diligence, board oversight, investor communications, and stakeholder confidence.
• Turn Financial Data Into Actionable Insights
  Review financial performance through reports, metrics, and dashboards to support business decisions and stakeholder communications.
• Build Models For Planning And Fundraising
  Use financial models to evaluate plans and prepare information for fundraising and investor discussions.
• Improve Profitability And Manage Costs
  Identify opportunities to improve profitability and optimize operational costs.
• Implement Scalable Financial Processes
  Put tailored processes in place to support financial control and business growth.
• Track Performance And Refine Financial Plans
  Receive ongoing review and guidance as performance changes, with forecasts refined to support evolving business needs.
• Scale CFO Support To Your Needs
  Choose a scope of support suited to your business, from limited monthly assistance to daily project support.
• Identify And Mitigate Financial Risks
  Identify financial risks and develop measures to help protect business operations.
• Evaluate Pricing And Unit Economics
  Get practical financial guidance on pricing and unit economics to support business planning and growth.
• Navigate Mergers And Financial Challenges
  Get strategic financial guidance when planning a merger or working through complex financial challenges.

Outsourced Bookkeeping Services

Bob’s Bookkeepers provides full-service outsourced bookkeeping tailored to business needs and existing workflows. The external team records and categorizes transactions, updates financial records, reconciles bank and credit card accounts, manages accounts payable and receivable, processes payroll, and prepares financial reports and budgets. Services include a business assessment, secure transition and software integration, ongoing bookkeeping management, monthly reporting, and dedicated support. Flexible plans are available for different accounting needs, with custom pricing for unique requirements.

Category: Bookkeeping Services

• Maintain Accurate Financial Records
  Keep income, expenses, and transactions organized in records maintained by bookkeeping professionals.
• Keep Account Records Reconciled
  Have accounts reconciled so financial records reflect account activity.
• Get Timely Financial Insights
  Receive reports and budgets to stay informed and support financial decisions.
• Track Bills And Receivables
  Keep vendor payments and customer receivables organized.
• Tailor Bookkeeping To Your Needs
  Align the service with business goals, processes, software, and reporting requirements, with workflows established during transition.
• Receive Reports And Expert Support
  Stay informed through monthly reporting, timely updates, and ongoing assistance.
• Scale Support With Business Needs
  Adjust the level of bookkeeping support as business needs evolve.
• Maintain Accurate And Compliant Books
  Rely on bookkeepers to support accuracy and compliance with financial regulations.
• Process Payroll On Time
  Delegate payroll processing to the bookkeeping team.
• Reduce In-House Staffing Costs
  Use an external bookkeeping team instead of recruiting and supporting full-time in-house staff.
• Prepare Records For Tax Filing
  Use organized records, reports, and compliance checks to support tax filing.

Monthly Bookkeeping Service

Bob’s Bookkeepers provides recurring bookkeeping to keep business records current and reconciled. The service includes transaction categorization, bank and credit card reconciliation, accounts payable and receivable tracking, and monthly profit and loss, balance sheet, and cash flow reporting. Records are maintained for tax and sales tax filings. The service is tailored to a business’s industry, transaction types, volume, and reporting needs, with scope that can scale as the business grows.

Category: Bookkeeping Services

• Catch And Resolve Discrepancies
  Regular statement matching helps keep account balances accurate and surfaces discrepancies during the relevant reporting period.
• Receive Scheduled Financial Reports
  Regular delivery of core financial statements supports review of results and business decisions.
• Keep Transactions Accurately Classified
  Categorizing transactions against the chart of accounts helps ensure reports reflect actual business activity.
• Track Bills And Outstanding Invoices
  Tracking balances makes outstanding amounts visible and helps prevent bills or invoices from going unnoticed.
• Prepare Records For Filing Deadlines
  Current, organized records support tax, GST, or sales tax submissions.
• Flag Unusual Financial Activity
  Reviewing financials before reporting brings potential issues to the business’s attention.
• Match Bookkeeping To Your Business
  Industry-aware handling addresses specific transaction and reporting requirements.
• Scale Bookkeeping As Needs Change
  Adjustable engagement scope can accommodate growth and changing financial requirements.
• Connect Your Existing Accounting Platform
  Use the accounting platform already in place without requiring a switch.
• Work With A Consistent Bookkeeper
  A consistent contact builds knowledge of the accounts and business over time.
• See Defined Monthly Service Costs
  Published plan prices and defined scope help businesses understand costs and inclusions before signing.

Catch-up bookkeeping

A bookkeeping cleanup service for businesses with incomplete, overdue, or inaccurate records. Bob's Bookkeepers reviews records to identify gaps, errors, missing periods, and scope. The team organizes source documents, categorizes and reconciles transactions, corrects errors, and rebuilds financial reports for affected periods. Work can be phased for complex backlogs. The team works primarily in QuickBooks Online and Xero, coordinates with existing accountants or tax advisors when needed, and scopes fixed-fee projects before work begins.

Category: Bookkeeping Services

• Bring Overdue Records Up To Date
  Systematic backlog work restores historical records through reconciliation.
• Correct Errors And Clean Up Transactions
  Correcting errors and discrepancies helps historical records reflect activity supported by source documents.
• Reconcile Every Account With Activity
  Statement matching provides a verified basis for corrected books and avoids carrying unresolved items forward.
• Rebuild Financial Reports For Affected Periods
  Reconstructed reports provide usable statements for tax filing, lender review, and decisions based on historical financials.
• Identify Gaps And Define The Cleanup Scope
  An upfront review clarifies which periods need attention, what information is missing, and what corrected records should include.
• Organize Documents For The Full Backlog
  Organized source material supports transaction cleanup and reconciliation.
• Keep Cleanup Moving With Minimal Disruption
  An asynchronous process avoids requiring owners to participate at every step.
• Transition Corrected Records To Your Accountant
  A clear handoff helps an accountant understand corrections and use rebuilt records in filing workflows.
• Know The Project Fee Before Work Starts
  Reviewing records and confirming the fee in advance provides a clear project price subject to scope changes.
• Make Usable Financials Available Earlier
  Phasing can make priority-period financials available before the entire backlog is complete.
• Match Cleanup To Your Business And Platform
  Work is tailored to records and operational complexity across supported platforms and business structures.

Custom accounting

Bob’s Bookkeepers configures accounting services around each business’s revenue model, expense structure, software, and reporting requirements. Engagements can include a tailored chart of accounts, industry-specific processes, software connections, multi-entity reporting, custom reporting schedules, and audit-ready documentation. The setup can accommodate growth and include regular reconciliations, variance reviews, advisory access, full-service support, or expert oversight.

Category: Accounting Services

• Match Categories To Business Activity
  Business-specific categories support cleaner data and more meaningful reports.
• Adapt Accounting To Industry Requirements
  Configured processes reflect industry revenue models, expense structures, and reporting needs.
• Expand Systems As Operations Grow
  Add revenue streams or entities without rebuilding the entire setup.
• Connect Existing Business Software
  Connections align financial data and workflows across existing software.
• Consolidate Financials Across Entities
  Maintain entity-level books while bringing results together in consolidated statements.
• Keep Supporting Records Organized
  Clear documentation behind entries supports audit readiness and compliance recordkeeping.
• Review Records And Catch Variances
  Review checkpoints support accuracy and financial oversight.
• Schedule Reports Around Decisions
  A tailored reporting cadence provides information when leadership needs it.
• Use Ongoing Accounting Insight
  A consistent bookkeeper develops business knowledge and provides accounting-related input.
• Choose Support That Fits Your Needs
  Service scope can reflect the business’s needs and internal resources.

CPA Bookkeeping

Outsourced bookkeeping services that keep financial records accurate and organized. Work includes transaction categorization, account reconciliation, financial close, and reporting, with monthly deliverables prepared to support CPA reviews, tax planning conversations, quarterly estimate calculations, and year-end filing. Documentation is maintained, transactions are categorized correctly, and potential issues are flagged proactively.

Category: Bookkeeping Services

• Maintain Reliable Financial Records
  Ongoing categorization and reconciliation help keep financial records accurate and organized.
• Support Smoother CPA Reviews
  Prepared monthly records support review, tax planning, estimates, and year-end filing.
• Reduce CPA Review Adjustments
  Consistent documentation and categorization help produce books that external CPAs report require minimal adjustment.
• Deliver Clear Financial Reports
  Financial close and reporting provide organized information for business owners and CPA collaborators.
• Identify Issues Earlier
  Proactive flagging surfaces bookkeeping concerns before filing.

Virtual bookkeeping

Bob's Bookkeepers provides fully remote, cloud-based bookkeeping for businesses. Virtual bookkeeping delivers core work such as transaction recording, reconciliation, payroll support, and reporting. Documents are shared through secure portals, and reports are delivered through the accounting platform. The service is accessible from anywhere and can scale with transaction volume.

Category: Bookkeeping Services

• Access Bookkeeping From Anywhere
  Work with a remote bookkeeping service through cloud-based accounting software.
• Keep Transactions And Records Aligned
  Receive transaction recording and reconciliation through the virtual service.
• Review Reports Through The Platform
  Access reports through the accounting platform without printed or in-person delivery.
• Scale Support With Transaction Volume
  Adjust virtual bookkeeping support to transaction volume.
• Share Documents Through Secure Portals
  Exchange bookkeeping documents through secure portals.
• Manage Payroll Support Remotely
  Get payroll support as part of the remote bookkeeping service.

Tax accounting

Bob's Bookkeepers provides business tax accounting services combining bookkeeping, tax planning, preparation and filing, compliance support, and audit assistance. The team reviews financial records, business structure, obligations, and reporting requirements to identify compliance risks and tax-saving opportunities. Services include tailored federal and state tax strategies, return preparation, deduction and credit identification, quarterly estimates, and multi-state obligations. The team monitors regulatory changes and provides ongoing advisory support.

• Plan Ahead And Reduce Tax Liabilities
  Ongoing planning helps anticipate obligations, evaluate savings, and inform decisions.
• Prepare And File Accurate Business Returns
  Preparation and filing support helps meet requirements, use organized financial information, and avoid preventable errors and missed deadlines.
• Meet Tax Requirements Year-Round
  Supports timely filings and helps businesses keep up with reporting requirements and regulatory changes.
• Identify Eligible Tax Savings
  Reviewing applicable credits and deductions can help capture qualifying savings.
• Prepare For And Navigate Audits
  Audit assistance and supporting documentation help businesses respond with organized records.
• Identify And Manage Tax Risks
  Proactive review helps address documentation or compliance weaknesses before they lead to penalties or disruptions.
• Manage Multi-State Tax Obligations
  State-specific support helps address filing obligations across jurisdictions.
• Forecast And Manage Quarterly Tax Payments
  Regular reviews help businesses anticipate obligations, adjust payments, and plan for cash needs.
• Apply Tax Strategies To Your Industry
  Industry-focused support reflects specific operations and tax requirements.
• Get Guidance As Your Business Changes
  Continued guidance helps businesses respond to regulatory developments and consider tax implications as operations evolve.

System Ops

Bob’s Bookkeepers provides end-to-end financial systems services, from assessing software and workflows to planning, configuring, integrating, and migrating systems. The team securely transfers and organizes financial data, tests processes, automates tasks, and supports reporting. Services include ongoing system monitoring, workflow optimization, user support, and training. Accounting Software Integration is provided as part of this systems service.

• Migrate Financial Data Securely
  Carefully planned migration helps preserve record integrity and business continuity.
• Connect And Sync Financial Systems
  Integrations support data flow between accounting software and other business platforms, reducing manual transfers and helping maintain consistent records.
• Automate Routine Tasks
  Automating routine financial processes reduces manual work and supports efficient operations.
• Configure And Test Systems
  Configuration and testing help ensure systems meet business requirements and perform reliably.
• Identify System Improvements
  Assessment of systems and processes helps identify challenges and plan changes around business needs.
• Organize And Protect Financial Data
  Organized data supports reliable system use and reporting, while security practices help protect sensitive information.
• Optimize Systems And Support Users
  Ongoing monitoring, training, and workflow improvements help teams use systems effectively as needs change.
• Generate Financial Reports
  Configured reporting helps teams access detailed financial information.

QuickBooks Bookkeeping Services

Bob's Bookkeepers configures and manages QuickBooks around each business's operations, revenue model, expense categories, and reporting needs. Services include setup, monthly categorization and reconciliations, historical cleanup, data migration, payroll processing, tax compliance support, custom reporting, integrations, and user training. Engagements can include expert consulting or ongoing management, with workflows adjusted as a business grows.

Category: Bookkeeping Services

• Configure QuickBooks For Your Business
  Set up QuickBooks around actual operations and reporting requirements.
• Maintain Accurate Monthly Books
  Recurring categorization and reconciliations keep records current and support scheduled statements.
• Deliver Reports Tailored To Your Needs
  Use financial statements and business-specific reports to review relevant performance.
• Clean Up And Migrate QuickBooks Data
  Resolve historical issues and verify migrated records so the QuickBooks file is more organized and dependable.
• Process Payroll And Required Filings
  Manage payroll and related reporting through QuickBooks.
• Prepare Records For Tax Filing
  Keep records organized throughout the year to support tax preparation.
• Connect QuickBooks With Other Platforms
  Support automatic data flow between QuickBooks and business systems.
• Improve QuickBooks Use And Setup
  Help teams learn relevant workflows and receive recommendations based on the existing file.
• Adapt QuickBooks As Your Business Grows
  Update the setup to support changing operational and reporting needs.

Xero Bookkeeping Services

Bob’s Bookkeepers provides Xero setup and configuration, ongoing bookkeeping, reconciliations, payroll processing, app integrations, and financial reporting tailored to each business. The team configures Xero around operations, revenue, expenses, compliance obligations, and reporting needs, with support for industry-specific workflows, multiple entities, and multiple currencies. Engagements can include historical cleanup and migration support.

Category: Bookkeeping Services

• Configure Xero Around Your Business
  Align Xero settings with business operations and reporting requirements.
• Keep Monthly Books Current And Accurate
  Recurring coding and reconciliation support current financial information and consistent reporting.
• Connect Xero To Your Business Apps
  Support automatic transaction data flow and reduce manual entry.
• See Financial Results By Business Need
  Structure reporting around the operating model to make information more relevant to decisions.
• Match Xero To Industry Workflows
  Use a configuration shaped by sector and financial workflows.
• Manage Multiple Entities And Currencies
  Maintain entity-level records, track intercompany transactions, consolidate reports, and record international transactions consistently.
• Adapt Xero As Your Business Grows
  Update the setup as business operations and reporting needs change.
• Manage Bills, Invoices, And Payroll
  Address payables, receivables, payroll, and related filings through Xero.
• Move And Clean Up Financial Records
  Support a transition to Xero and address historical records when needed.

NetSuite accounting services

Bob’s Bookkeepers provides NetSuite accounting support, from assessing and optimizing existing environments to setting up workflows, financial settings, dashboards, and integrations. Professionals manage transaction processing, reconciliations, month-end close, bookkeeping, and reporting. Services also include historical data migration, payables and receivables, payroll, tax and compliance support, budgeting, cash flow forecasting, and ongoing optimization.

Category: Accounting Services

• Manage Accounting Inside NetSuite
  Core bookkeeping and close activities support accurate, current records.
• Configure NetSuite For Business Needs
  Align financial workflows and tools with operational and reporting requirements.
• View Financial Results In Real Time
  Dashboards and live reports provide current financial information for review.
• Identify NetSuite Improvement Opportunities
  Review existing systems and processes to surface improvements to efficiency, accuracy, and reporting.
• Move Historical Records Into NetSuite
  Transfer historical information into NetSuite for a cleaner transition.
• Connect NetSuite With Business Tools
  Connect systems to support financial workflows and data visibility.
• Tailor NetSuite To Industry Requirements
  Adapt NetSuite accounting to the business’s sector and reporting needs.
• Adapt NetSuite As Your Business Grows
  Continuing support addresses changing needs and helps scale accounting processes.
• Support Payables, Receivables, And Payroll
  Address key operational accounting processes through the service.
• Support Planning And Ongoing Compliance
  Budgeting, forecasting, and compliance support help businesses plan using financial information.

Outsourcing Payroll Services

Bob's Bookkeepers provides outsourced payroll services for businesses that need accurate calculations, on-time payments, clear reporting, and payroll support without an in-house department. Services include gross-to-net calculations, tax withholding and remittance, year-end forms, benefits deductions, time-tracking integration, garnishment processing, and multi-state compliance. Workflows can be configured to pay frequency, payment methods, reporting cadence, and integrations, with a dedicated contact and support that scales as the company grows.

• Pay Employees Accurately And On Time
  Payroll processing covers gross-to-net pay, withholding, deductions, and direct deposits.
• Meet Payroll Filing And Remittance Obligations
  Manage payroll tax filings and remittances, with return review and support for agency notices.
• Manage Payroll Requirements Across States
  Support registrations, filings, and profile updates as employee locations change.
• Prepare And Distribute Year-End Forms
  Prepare and distribute year-end forms to support payroll reporting requirements.
• Connect Worked Hours And PTO To Paychecks
  Time and PTO data can flow into payroll and paychecks.
• Review Labor Costs In Custom Reports
  Custom reports show labor costs and allocations suited to management needs.
• Configure Payroll To Match Your Workflow
  Choose payroll schedules, payment methods, reporting cadence, and integrations to fit operating needs.
• Scale Payroll With Dedicated Support
  A consistent contact provides hands-on support as payroll needs and employee locations change.
• Manage Benefits Deductions Through Payroll
  Incorporate benefits deductions and contributions into payroll workflows.
• Track Contractor Payments And Generate Forms
  Separate tracking supports contractor payment administration and 1099 generation.
• Verify Payroll Before Live Processing
  Parallel processing allows the new setup to be checked against the existing system.
• Process Court-Ordered Wage Attachments
  Handle garnishments as part of payroll processing.

Trade spend management

Trade spend accounting, analysis, and management services for CPG businesses selling personal care products, food and beverages, and household goods. Bob’s Bookkeepers gathers and reconciles trade spend data, analyzes promotional performance across customers, retailers, products, and periods, and provides reporting, reforecasting, and recommendations. The service helps brands track promotional costs, measure campaign ROI and profitability, identify effective channels, and allocate funds based on performance.

• Track And Reconcile Promotional Costs
  Maintain a reconciled view of trade spend data to support accurate profitability tracking and reveal overlooked costs.
• Evaluate Promotion Performance
  Assess promotional results across customers, retailers, products, and periods to inform decisions.
• Measure Promotional ROI
  Understand campaign and retail partner performance through ROI and spending analysis.
• Manage Trade Deductions
  Improve deduction visibility and support faster dispute resolution with organized documentation.
• Monitor Promotional Performance
  Review promotional spending and performance across retail channels and spot anomalies or changes against plan.
• Prioritize Profitable Channels
  Use channel analysis to guide expansion and investment toward opportunities with tangible returns.
• Optimize Promotional Investments
  Turn analysis into actions to improve returns and reduce inefficiencies.
• Update Spend Forecasts
  Compare performance with projections and adjust plans as trends and opportunities emerge.
• Connect Existing Financial Systems
  Use existing systems to provide relevant promotional data without a major system overhaul.
• Compare Industry Benchmarks
  Identify potential opportunities and improvement areas through benchmark comparisons.

Outsourced financial controller

Bob's Bookkeepers provides outsourced financial controller services, including virtual controller and CFO support, to help streamline accounting, improve financial control, and support business growth.

• Access Expert Controller Support
  Receive financial controller support through an outsourced arrangement.
• Streamline Accounting And Improve Control
  Outsourced controller support aims to make accounting more effective and strengthen oversight.
• Gain CFO-Level Support
  Access CFO support as part of the outsourced controller service.
• Support Business Growth
  Use outsourced financial support to help your business grow.

Startup Equity Waterfall Calculator

A free online calculator that helps startup founders model ownership changes as shares are issued, from the initial founder split through employee equity and future funding rounds. Users can enter starting shares, option pool percentages, pre-money valuations, and round sizes, then add rounds and adjust assumptions. The calculator displays share counts, ownership percentages, dilution, pool and investor shares, price per share, and pre- and post-money valuations without requiring spreadsheets or financial modeling expertise.

• Model Ownership Changes
  Adjust assumptions to see how issuing shares can change ownership percentages.
• Calculate Equity Dilution
  See how issuing shares affects existing ownership.
• Model Multiple Funding Rounds
  Compare successive financing scenarios and their effects on shares, dilution, and ownership.
• Calculate Shares By Stakeholder
  Review stakeholder share counts alongside total shares outstanding.
• Estimate Round Valuations
  View valuation and per-share figures for each modeled round.
• Explore Equity Scenarios Without Spreadsheets
  Review equity outcomes online without building a spreadsheet.

Startup Growth Rate & Profitability Calculator

An online calculator that uses starting revenue, gross margin, fixed expenses, and growth rate to project how a startup’s revenue and profitability may change over time. Founders can adjust assumptions to compare scenarios, assess whether growth is sustainable, and see how close the business may be to profitability without raising additional capital.

• Assess Your Path To Profitability
  See how growth and spending relate to profitability, including whether the business may reach profitability without more capital.
• Project Revenue And Profitability
  Use key financial inputs to understand how growth, margins, and operating costs may affect the business.
• Compare Growth And Cost Scenarios
  Explore how assumptions may affect profitability and the need for outside funding.
• Model Your Core Financial Inputs
  Enter the financial assumptions that shape the projection and examine how they relate.