1.) Why is a Local Expert Bookkeeper like me SO Important to the success of your Business?

Because Business Owners come to me when they are months behind on their financials. I’m LOCAL, I conduct thorough/deep dives into reconciling your books (not just a cursory clean-up job), and you have ONE point of contact vs. a whole disjointed group (think QuickBooks) that doesn’t understand your business. My Result? You’re not bounced from person to person, and you have an expert who knows your exact business. Using my proprietary benchmarking, I then forecast and help you scale your business once reconciled. Owners grow their business with me.

Unfortunately, and in many cases, owners have all too often ‘promoted’ an office manager or family member to be their bookkeeper. While well-intended, this often times is often a disaster as the office manager has little, if any, business accounting background and the financials end up destroyed.

This is where I come in. I clean up everyone’s mess. I am the local, battle-tested bookkeeping and business accounting expert that business owners choose.

Sometimes my larger clients need a virtual CFO or expert business accountant. As a forensic bookkeeper, business accountant, and auditor, I bring months and years of current experience, the very first time-quickly at a cost. Business owners tap me when they need financial reconstruction and re-creation. I analyze, reconcile, and in so many cases re-create all of your business accounting and financial reporting, providing specific reports annually, monthly, bi-monthly, weekly, or daily—journals, ledgers, financial statements, and income tax records. I then use my proprietary AI (augmented intelligence), producing benchmark reporting to grow your business–thus becoming your trusted advisor. Behind on payroll? It’s a vital piece to every single business—without it, your business can grind to a halt. Stop running payroll and let an expert make sure it’s spot on every pay period. Afraid of audits? Avoid them altogether while I look for maximum deductions. What does all of this mean? I tighten up your business the very first time, saving my clients a ton. Call your Top Rated Local® Master Bookkeeper & Expert Business Accountant today to dial in exactly what your financial condition really is.

2.) How can a Virtual Bookkeeper like you help my business?

By saving you a ton. Only an expert who has clients from just a couple a hundred thousand a year to in excess of $75M+ in revenue knows how to: knock it out of the park with customer service and reconcile down to the penny, the very first time.

Call me right now, to find out how.

3.) When should I hire an Outsourced Bookkeeper?

Now. Don’t wait until year-end. Or, when it’s too late-because you waited too long to cut ties with your current bookkeeper or firm that’s simply not cutting it for you. Let me help start right now. With my laser-focused, real-time reports, you’ll know exactly where you stand immediately. Fill out the submission form right now. Call me right now to discuss in detail.

4.) Who needs a Master Bookkeeper?

You do. As the Top Rated Local® Bookkeeping & Business Accounting Expert, see what my clients are saying about me. I’m the bookkeeping and business accounting expert your business deserves. Get reconciled right now.

5.) How does a Bookkeeper like you report to Businesses?

I keep track of daily transactions for your business. EVERY transaction. If you have business accounting software with a bank download, this helps me more effectively monitor and manage transactions throughout the day. Whether it’s invoices, accounts receivable, accounts payable, or cash flow, I provide spot-on daily, weekly, and monthly financial reports so you can actually run your business the way you envisioned.

6.) Do I need a Master Bookkeeper if I have an Accountant? What’s the difference between the two?

Business Accountants work with detailed reporting, budgets and detailed forecasting while a Bookkeeper (especially an Expert) ACCURATELY handles the day-to-day business accounting of the business, reconciles aka balancing accounts, prepares invoices, accounts receivable, accounts payable, and the financial reports (i.e. the Businesses P&L’s (aka Profit and Loss Statements, Balance Sheets and Cash Flow Statements) for a more cost effective price. I handle both!

7.) What other Financial Services do you provide?

Beyond day-to-day cash flow and financial management, I offer Bookkeeping & business Accounting Services that include: payroll, monthly/quarterly business taxes, 1099 preparation, W-2 preparation, budgets, and analyze Year-to-Year (aka ‘YOY’) expenses & job costing for construction Firms.

8.) Do You Prepare Financial Reports for Partners, Boards, and Ownership Groups?

Yes, and review in real time with each.

9.) Do you serve small businesses with under $100k in annual revenue or just the large Businesses?

My clients range in revenue from $500k a year to in excess of $75M+ in annual revenue.

10.) What types of Businesses do you serve?

I serve ALL industries: construction, IT, real estate, restaurants, retail, aviation, attorneys, contractors, the financial industry, franchises, LLCs, S Corp.’s, C Corp.’s LLC’s, non profits and government (8a) contractors. If you own and/or operate ANY type of Business, I can help. I maximize cash flow and grow your business.

11.) Do I need to clean up my Books before I hand them over to you?

No! With my process, I’ll correctly diagnose and fix miscategorized and lost periods of your Financials while shoring up gaps in your current Business Accounting systems. You’ll finally be able to run your day-to-day business with reports that can inform and support business decisions to maximize profits and grow.

12.) What Business Accounting Software do you support?

All versions of QuickBooks-online & desktop, Sage, Quicken, FreshBooks, and Wave.

13.) I have multiple Businesses, how can you help me?

Whether you have two or ten businesses, I’m a master at applied reconciliations and delivering sound financials–so you can get a direct handle on your Businesses. However you run your Business, I produce the laser focused reports as necessary, keeping all accounts in sync and maximize cash flow for optimal business growth.

14.) Do you do Bill Pay?

Yes. I take the information you give me, and what’s located on the bank and credit card statements download within the business accounting software you use, ensuring that absolutely everything is categorized correctly and that bills are paid and up to date. I provide real time reports, per request, to show bills due, bills paid, and any discrepancies that need to be addressed.

15.) Do you help with Invoicing?

Yes. I offer comprehensive Invoicing services as a Top Rated Local® Master Virtual Bookkeeper & Expert Outsourced Business Accountant. I send out invoices for customer sales and vendors, providing reports back to you as needed—daily, weekly, bi monthly, monthly, quarterly.

16.) Do you do Payroll?

Yes! weekly, bi-weekly and monthly payroll. I offer payroll services, providing weekly payroll recording, tax, and fees management and reporting. Complete records of gross wages, employer business taxes, other expenses, and liabilities. I also provide quarterly and annual reconciliation of general ledger balances to payroll returns.

17.) Do you do Accounts Receivable?

Yes, again! I send out your invoices promptly and provide reports per your request. I record and report your cash flow for your collection. Statements are provided, whether you want them weekly, monthly, or quarterly, including charges on past due amounts.

18.) Do you do Accounts Payable?

Absolutely. Invoices you receive will need to be received, entered, and processed. I do all three, working with your business accounting software to do so. I keep this process simple, easy, and quick. Using the business accounting software of your choice, I create and send reports to you showing open vendor invoices, which you can then communicate which to pay, and I process them. You can send me checks for processing, or you have me prepare online bill pay, which all I need from you is approval to process the payment.

19.) Can you replace my CPA?

As the Liaison to your CPA, I maximize your cash flow so you can focus on growing your business, knowing exactly where it stands for a third of the price. Additionally, a lot of my clients use my on-site, in-house CPA and save even more. Ask me about this service.

20.) Do I still have to deal with my CPA at year’s end?

No, I make it simple. I’m the expert liaison and I prepare all financials needed to file your business taxes by your CPA. Tired of your current CPA? Good! Use my in-house CPA and you’ll have everything under one roof.

21.) What Software Do You Use For Bookkeeping?

I use a variety of bookkeeping and business accounting softwares to fit your financial statement needs. My primary use software is Quickbooks. However, I’m versed in the following:

Quickbooks
Xero
Netsuite
Freshbooks
Wave
Expensify
Club Essentials

22.) We Already Have Business Accounting Software Installed On Our Computer. Can You Work Directly On Our Computer?

Yes. I’ll work with you to:

Schedule a time to work on your bookkeeping and business accounting tasks.
Request remote access to your computer during scheduled time.
Manage bookkeeping and business accounting tasks during that scheduled time.
Let you know when I am finished and disconnect my connection to your computer.

I work seamlessly with your current schedule.

Bottom Line: All things Business Accounting, this means that no matter what you use, I am able to dig deep into financial reports and statements, getting you exactly what you need and when you need it. Know where your business stands in real time.

Wait. I have more questions, What Now?

Call Your Local Expert Bookkeeper & Master Business Accountant, Today!

CORE COMPETENCIES

Job Cost Accounting Construction
Cost codes built around how you actually bid and build. → Know exactly which jobs make money and which ones are bleeding you dry.

WIP Report Construction
Percentage-of-completion reporting, updated every month. → Walk into every bank and bonding conversation with numbers that hold up.

Construction Bookkeeping Services
Books built for consistent job costing, not just bill-paying. → Clean financials any bank, bonding agent, or CPA can rely on.

Construction Company Profit Margins
Margin tracking on every job, from bid to closeout. → Catch profit fade before it eats the job.

Cash Flow Forecasting
Rolling forecast mapped directly to your draw schedule. → Payroll, materials, and subs get paid. No scrambling.

Budget Planning
Budgets built to support growth, not choke it. → Bid with confidence instead of guessing at overhead.

Systems Optimization
Tightened-up software, workflows, and reporting. → Faster closes, fewer errors, less admin drag on your PMs.

Relationship Management
I handle the tough conversations with your bank, bonding agent, and CPA. → You stay focused on the jobsite, not the spreadsheet.

Who Works On Your Account

Kendra Moore, Owner & Fractional CFO 19+ years in Bookkeeping, Business Accounting & CFO Services. Works directly with SaaS and technology clients from $1.5M up to $75M+ in annual revenue. Simple or complex financials, no handoffs.

✅ Direct access.

✅ Real conversations.

✅ No call center, no offshore team, no faceless firm.

Packages

Gold (Most Popular)

Best for: Established business owners who need comprehensive financial leadership, proactive cash flow management, and strategic tax guidance.

Forecasting, budgeting, and cash flow management
Weekly financial reporting
Monthly CFO strategy calls with your in-house CPA

Starting at $4,495/month

Silver

Best for: Growing business owners, nonprofits, and government contractors who want clearer financial planning and ongoing strategic support.

Forecasting and budgeting
Bi-weekly financial reporting
Quarterly CFO strategy calls with your in-house CPA

Starting at $2,895/month

Bronze

Best for: Business owners, nonprofits, and government contractors who need reliable financial visibility and a forward-looking plan for growth.

Forecasting
Monthly financial reporting
Bi-annual CFO strategy calls with your in-house CPA

Starting at $1,795/month

View My CFO Services packages

How To Get Started

Step One: Furever Diagnostic Review Call or fill out the form. I dive into the financials: what’s broken in your reporting, what’s missing from your metrics, and what’s blocking you from walking into your next board meeting or raise with confidence. You walk away with real clarity, fast.

Step Two: Strategic Overhaul I step in and rebuild revenue recognition, your metrics dashboard, and cash flow tracking from the ground up. You get a financial system built to scale with your next round.

Step Three: Control and Growth With me running point on the numbers, you’re not stuck reconciling spreadsheets before every board meeting. You get the insight and confidence to raise, hire, and grow without second-guessing.

SaaS CFO Services Without the Full-Time Executive Cost

Stop building board decks the night before. Stop guessing at your unit economics. Bring in a SaaS CFO Services partner who’s already fluent in ARR, churn, and cap tables.

Call Me, Now!

SERVING: MD, VA, DC, DE, PA & Nationwide
Qualified businesses with a budget move forward fast.

Frequently Asked Questions

When should we bring in SaaS CFO Services instead of relying on our current accountant?

If your board is asking questions your reporting can’t answer, if you’re prepping for a raise and don’t fully trust your own metrics, or if revenue recognition is handled ad hoc, that’s when SaaS CFO Services earn their keep. Don’t wait until it costs you a deal.

Isn't a fractional CFO overkill for a company our size?

Not if you’re already past $1M ARR and making real financial decisions. You get the same strategic modeling and reporting discipline as a full-time hire, at a fraction of the cost, well before you’d ever justify that salary.

We already have a bookkeeper and a part-time controller. Why do we need this too?

A bookkeeper and controller keep the books current. A Fractional CFO turns those books into strategy: modeling, board reporting, and fundraising readiness. Most SaaS companies need both, and I work alongside your existing team rather than replacing it.

How fast can you get our metrics and board deck ready before our next raise?

The Furever Diagnostic Review flags what’s broken in the first call. Most clients have a clean metrics dashboard and an investor-ready reporting package within the first billing cycle.

We're just over $1M in ARR. Is this too early for us?

This is built for companies doing $1M+ in ARR who are scaling past what a part-time bookkeeper or general accountant can support. If your metrics, cap table, or revenue recognition are getting complicated, you’re exactly who I work with.

Do you actually understand SaaS metrics like ARR, NRR, and cohort retention?

That’s the whole point. Generic accounting doesn’t hold up under investor diligence. Every system I build is structured around the metrics SaaS investors actually look for: ARR, NRR, churn, CAC, and LTV.

What if we're heading into diligence for an acquisition or a new funding round?

That’s exactly when clean, defensible financials matter most. I get your revenue recognition, cap table, and metrics reporting in shape before you walk into that data room, not after diligence surfaces questions you can’t answer.

Get Your FREE

Financial Analysis!

Serving MD, VA, DC, DE, PA & Nationwide!

Submit Below

Let Me Rescue Your Books, NOW!

Kendra Moore Owner/Master Bookkeeper Expert Accountant

Behind On Your Books,
Business Owners?
Let Me Rescue Your Financials Today!