Capital Books Accounting

Bookkeeping here starts at $695 a month and buys weekly postings, bank and credit card reconciliations, A/P and A/R processing, and a monthly financial package. Above that sit part-time controller oversight for companies that already have accounting staff but want help driving the month-end close, CFO-level strategy calls built around KPIs and operating margins, and recruiting and training work aimed at in-house finance teams. Tax savings are pursued through partnerships with area CPAs rather than in-house. Engagements follow a fixed six steps, beginning with cleaning up and correcting existing books before any new processes or systems are designed.

The owner, Cassi, is a Controller with an MBA in Accounting who puts her experience at more than 15 years, much of it managing accounting operations at companies with $10M to $150M+ in revenue. Accounting manager Patty Wineland has worked with service providers, tech sales firms, retailers and nonprofits; staff accountant Lauren Waesche taught elementary school, then kept the books for her husband's cabinetry business, and has worked as an accountant since 2019 from Tennessee.