CPA · CMA · PMP
Your CFO and automation expert.
Your trusted advisor who can partner with you to help make those hard decisions or streamline and automate your operations. Delivered by a CPA who spent 14 years designing the accounting systems behind a Top 3 Fortune 100 company and a venture-funded FinTech, and now wants to support small businesses locally in Southwest Washington and Portland, Oregon, and across the nation.
What we offer
- Outsourced accounting department
- Fractional CFO
- Fractional Controller
- Entity formation and registered agent
- Business process automation
- Bookkeeping
What we do
Built around your business
We offer three core pillars of services and the unique combination a business requires differs by business. The three pillars include our Client Advisory Services, Business Process Automation and Bookkeeping. Feel free to explore more about the specific details for each below.
Outsourced Accounting Department
Everything in our Bookkeeping and Client Advisory Services as one engagement: a professional team performing your full-cycle accounting close, and a fractional CFO and Controller, for a fraction of the cost of hiring full-time.
Includes:
- Everything in Bookkeeping
- Everything in Client Advisory Services
- Full-cycle month-end close
- Fractional CFO and Controller
Client Advisory Services
A trusted advisor to partner alongside you for forward-looking guidance and models or ensuring your financial statements are audit-ready.
Service categories include:
- Fractional CFO
- Fractional Controller
- Entity formation and registered agent
Business Process Automation
We are here to unlock the potential of every employee and owner by delivering streamlined and automated workflows throughout your business.
An incomplete list of engagements includes:
- Client onboarding experience
- Employee onboarding
- Accounts payable workflows
- Data extraction and form filling
- Upskilling your workforce through training on various software
Bookkeeping
Books reconciled continuously rather than in a scramble after month end, with your accounting software included in the price.
Service categories include:
- Transaction categorization
- Bank and credit card reconciliation
- Payables
- Receivables
- Payroll
- State & regulatory filings
- Job costing
- Inventory management
We work in the accounting software you prefer
We work in the accounting software you prefer instead of asking you to switch, including QuickBooks Online, Xero, Zoho Books and Digits. We have built and support our own integrations with QuickBooks Online, Xero and Zoho Books. Many bookkeepers only work in QuickBooks.
Who you will be working with
You will always know who has your file
Every engagement is led by Anthonee Gibbs, CPA, CMA and PMP. You work directly with Anthonee, who gets to know your business inside and out.
CPA, CMA and PMP
Certified Public Accountant, Certified Management Accountant, and Project Management Professional: the reporting side, the decision-support side, and the discipline to get a system implemented.
14 years in accounting systems
Operational accounting at Amazon, then designing and building the accounting systems Amazon itself runs on, then an IPO-readiness build at a venture-funded FinTech.
Zero to 96% automated
A venture-funded FinTech taken from no automation at all to 96%, with the controls and statement accuracy to match. The same work, sized for your business.
Who we work with
We offer support to all industries but have a client focus on three primary industries: construction and the trades, professional and business services, and healthcare, wellness, medical and dental practices. Other businesses are welcome.
Where we work
Based in Ridgefield, Washington, working across Clark County and Southwest Washington: Vancouver, Camas, Washougal, Battle Ground, La Center, Woodland, Hazel Dell and Salmon Creek, and up into Cowlitz County for Longview and Kelso. Across the river, we work throughout the greater Portland, Oregon metro area, including Multnomah, Washington and Clackamas counties. We also support businesses across the nation.
Book your meeting
Thirty minutes over Google Meet to walk through your books, confirm scope, and answer your questions. If we need longer, we'll book it together at the end.
Book a discovery meetingCall or text +1 (360) 900-1545