Services
We provide layered support—from clean books to CFO-level leadership—without the overhead of building an internal finance department.
Which service fits the current need?
First establish the record. Then plan from it.
Bookkeeping and CFO guidance solve different problems. Reliable books and a consistent close show what happened; forecasting and decision support use that foundation to evaluate what may come next.
Start with the records
Bookkeeping + close support
Choose this path when the immediate need is current, reconciled books and a dependable month-end close. It creates the historical record needed for useful reporting and later planning.
- Accounts are not reconciled consistently
- Monthly statements arrive late or require repeated corrections
- Your tax adviser needs cleaner year-end records
Use the records to look ahead
Fractional CFO guidance
Choose this path when the books are dependable and you need cash forecasts, scenarios, budgets, or financial context for decisions such as hiring, pricing, or expansion.
- A near-term decision needs a forward-looking financial view
- Cash timing or downside scenarios need regular attention
- Leadership needs a clearer planning and review cadence
What to bring to the first conversation
A high-level description of your business model, entity count, current close timing, financial tools, and the decisions ahead is enough to begin. Please do not send bank credentials, tax returns, or other sensitive financial records before we agree on a secure handoff process.
The Aligned Ledger is not a CPA firm and does not provide tax, legal, investment, attest, or assurance services. Tailored tax decisions belong with your qualified tax adviser.
Business Owners & Entrepreneurs
Founder-led companies needing reliable financials and strategic guidance to scale with confidence.
Monthly Bookkeeping (QBO) + Reconciliations
Accurate transaction categorization, bank and credit card reconciliations, and organized financial records in QuickBooks Online.
Month-End Close Management
Timely close process with management-ready P&L, balance sheet, and cash flow statements delivered consistently each month.
Cleanup / Catch-Up + Close Stabilization
Bringing messy or backlogged books up to date with accurate, organized financials ready for review or tax preparation.
Controller Oversight (Review/QC of Close)
Quality control review of books and close, chart of accounts optimization, and reporting accuracy improvements.
KPI Dashboards + Performance Review
Custom dashboards tracking the metrics that matter most, with monthly reviews to understand trends and opportunities.
Cash Flow Forecasting + Scenario Planning
Forward-looking cash projections and what-if modeling to support confident decision-making.
Budgeting, Planning + Profitability Analysis
Deep-dive analysis into pricing, margins, and cost structure to identify profit levers and growth opportunities.
Decision Support (Pricing, Hiring, Expansion)
Strategic guidance on key business decisions including pricing strategy, hiring capacity, and capital readiness.
Fractional CFO Advisory + Financial Leadership
Ongoing strategic financial partnership including budgeting, annual planning, and investor or lender readiness.
📋 Bookkeeping Readiness Check
4 quick questions to evaluate your bookkeeping foundation
1. How quickly are your books closed each month?
2. How confident are you in your financial records' accuracy?
3. Are your bank and credit card accounts reconciled monthly?
4. Do you receive management-ready financial statements each month?
Answer all 4 questions to see results
📊 CFO Readiness Check
4 quick questions to evaluate your strategic finance maturity
1. Do you have a financial leader guiding business strategy?
2. Do you use cash flow forecasting for decision-making?
3. How prepared are you for a fundraise, acquisition, or exit?
4. Do you track KPIs and use dashboards for performance visibility?
Answer all 4 questions to see results
Family Office & Personal CFO
High-net-worth families managing multiple entities who need consolidated visibility and coordination.
Multi-Entity Bookkeeping + Close Management
Coordinated bookkeeping across operating companies, investment entities, and holding structures with entity-level accuracy.
Consolidated Reporting (Roll-Ups + Entity Views)
Entity-level financials plus consolidated views that show the complete picture across all holdings.
Household vs. Entity Tracking
Clear separation and tracking of household and business expenses for accurate reporting and tax preparation support.
Non-Discretionary Financial Administration
Visibility, organization, and coordination support for families managing complex financial structures.
Cash Flow Visibility + Forecasting
Aggregate cash flow tracking and forecasting across entities to support liquidity planning and capital decisions.
Coordination with CPA / Attorney / Wealth Advisor
Seamless coordination with your existing CPA, attorney, and wealth advisors—we prepare the financials, they handle the rest.
Personal Family CFO Support
Strategic financial oversight and advisory tailored to families managing complex financial structures and multiple interests.
🏛️ Family Office Readiness Check
4 quick questions to evaluate your multi-entity financial infrastructure
1. How many entities do you manage (businesses, investments, trusts)?
2. Do you have consolidated visibility across all entities?
3. How coordinated are your advisors (CPA, attorney, wealth manager)?
4. Do you separate household vs. business expenses clearly?
Answer all 4 questions to see results
Service Tiers
Scalable support that grows with your business—from clean books to full CFO partnership.
Every engagement starts with a free Financial Checkup, so we can see where your business falls and quote it exactly.
Clarity
Bookkeeping + Foundational Insight
For businesses needing reliable financials and baseline visibility.
- Monthly bookkeeping in QBO
- Bank and credit card reconciliations
- Monthly financial statements
- One advisory call per month
- Cash flow visibility
Momentum
Bookkeeping + Strategic Advisory
For growing businesses ready for controller-level oversight and strategic guidance.
- Everything in Clarity
- Controller-level review and QC
- Cash flow forecasting
- Pricing and margin analysis
- KPI dashboard and reporting
- Monthly strategic planning calls
Vision
Bookkeeping + CFO Partnership
For businesses requiring full financial leadership and strategic decision support.
- Everything in Momentum
- Fractional CFO partnership
- Budgeting and annual planning
- Investor and lender readiness
- Scenario planning and modeling
- Board-ready reporting
- Unlimited advisory access
Fees shown are averages based on an individual business entity. All fees will be assessed during the free assessment period.
What We Don't Do
To maintain focus and quality, we do not offer the following services. We're happy to coordinate with your existing providers.
Bookkeeping and advisory support is for management use. Tax filing is handled by your CPA—we coordinate seamlessly with your existing advisors.
Industries We Serve
We tailor our services to the unique financial complexities of each industry.
Professional Services
Law firms, medical practices, consulting
Learn more about Professional ServicesWealth Management
RIAs and financial advisory practices
Learn more about Wealth ManagementFamily Offices
Multi-entity families and complex holdings
Learn more about Family OfficesEntrepreneurs
Startups, owner-operated, and portfolio ventures
Learn more about EntrepreneursIn-Depth Guides
Long-form playbooks for the decisions DFW owners and families ask us about most.
Fractional CFO in DFW
What a fractional CFO does, costs, and when to hire one in North Texas
Read the guideMulti-Entity & Family Office Bookkeeping
Consolidated books for families with multiple LLCs, trusts, and holdings
Read the guideMonth-End Close in Dallas
A reliable, controller-reviewed close by the 15th every month
Read the guideCFO vs Controller vs Bookkeeper
A plain-English buyer's guide to the three finance roles
Read the guideReady to get started?
Schedule a Financial Alignment Call to discuss your needs and see how we can help.