Our Services

Fractional CFO Services

A forward-thinking finance partner—without a full-time salary.

When you're past DIY bookkeeping but not ready for a full-time CFO, we step in. Our fractional CFO service helps you understand what your numbers are saying and plan what to do next—with budgeting, forecasting, and ongoing guidance based on real data.

Cash Flow & Profitability Reviews

We track what’s working (and what’s not) so you stay in control.

Strategic Financial Advisory

Regular check-ins to talk through your numbers, goals, and big decisions.

Budgets & Projections

Know what’s coming, plan for growth, and avoid surprises down the road.

Ideal for: Business owners who want to grow smarter, not just bigger.

Standard Bookkeeping

Simple, streamlined bookkeeping for growing businesses.

You shouldn’t have to chase down reports or second-guess your numbers. We handle your books and reporting—so you can focus on running your business. We’ll also help set up or optimize your QuickBooks Online system to keep everything organized from day one.

QuickBooks Setup & Management

From a fresh start to ongoing maintenance, we make sure your systems work for your business.

Monthly Reporting

Get easy-to-read snapshots of cash flow and performance—delivered on time, every time.

Standard Bookkeeping

We keep everything clean, current, and categorized.

Ideal for: Business owners who want to stay in control of their numbers—without having to do it all themselves.

Historical Cleanup

Behind on your books? We’ll get you back on track.

If your books are disorganized or out of date, we’ll bring everything current—quickly and without the judgment. From backlogged transactions to miscategorized expenses, we’ll untangle the mess and give you financials you can actually trust.

Catch-up Bookkeeping

We reconcile past months or years of missing data, no matter how messy.

Fixes & Adjustments

From duplicate entries to uncategorized expenses, we clean and correct what others missed.

Once we’re done, you’ll have clear financials for taxes, decisions, and peace of mind.

Ready-to-Use Reports

Ideal for: Businesses preparing for tax season, funding, or just starting fresh with a clean set of books.

Why Work With Plainsight?

Led by a CPA – Over a decade of experience across industries, from auditing to corporate finance to controller roles.

Modern Tools, Clean Processes – We work with QuickBooks Online, Gusto, and the systems you already use.

Practical, Friendly Communication – No jargon, no radio silence. Just helpful updates and straight answers when you need them.

You don’t need to know the lingo. You just need to know someone’s handling it—and keeping you in the loop.

Frequently asked questions

Can I use my current accounting software?

Yes—if you’re on QuickBooks Online, we’ll plug right in. If you need help setting up or migrating, we can do that too.

Do you clean up older books?

Absolutely. Historical cleanup is one of our specialties. We’ll get everything reconciled, corrected, and organized—no matter how far behind you are.

How are services priced?

All services are custom-scoped based on your needs, complexity, and volume. We’ll outline everything during your free consultation—clear, simple, and transparent.

Ready to Simplify Your Financials?

Let’s talk through where you’re at and how we can help. Whether you're months behind or ready for strategic support, we’ll meet you where you are and build a plan that works.