Bookkeeping and CFO Services for SMBs Ready to Scale

Plus the fractional support you need to grow: Fractional  CMO, back office, a trusted referral network, and more.

Most small and mid-sized businesses don’t fail because they lack sales. They fail because cash flow gets messy—and no one sees the red flags in time.

At Kafie Consulting, we specialize in bookkeeping services for SMBs that need more than just end-of-month reports. We’ve seen firsthand how outdated books, late receivables, and poor visibility quietly erode profits, create daily stress, and make it nearly impossible to grow with confidence.

If you’re tired of chasing numbers, patching problems, or flying blind—you’re not alone.

Our daily bookkeeping service gives you a clear, real-time view of your finances, so you can lead with certainty instead of guesswork.

And if you’re ready to grow, we go beyond bookkeeping. Our clients also get access to Fractional CFO and CMO services, tailored back-office solutions, and a trusted referral network to support legal, tax, HR, tech, and executive coaching needs.

Let’s build your financial foundation—one clear decision at a time.

Daily Bookkeeping

Stay on top of your numbers with accurate, real-time recordkeeping. We update your books every day, not just at the end of the month—so you’re always in control.

Fractional CFO

Strategic guidance for budgeting, growth, and financial clarity. Our CFOs help you analyze KPIs, optimize costs, and prepare your business for the next stage.

AR & AP Management

Streamlined invoicing, collections, and vendor payments. Avoid late fees, missed receivables, and vendor disputes with clear tracking and smart workflows.

Cash Flow Tracking

Know exactly where your money goes—and plan ahead with confidence. We help you visualize your cash position, spot risks early, and make informed decisions.

Back Office Solutions

Reliable operational support for finance, HR, admin, and more. Let our bilingual nearshore team handle the details, so you can focus on what matters most.

Referral Network

Access to vetted professionals across law, taxes, HR, tech, and leadership. We connect you with trusted experts to round out your team—without the hiring overhead.

Ready to simplify your finances? Let’s talk about how our Bookkeeping and CFO Services can help you lead with clarity and confidence.

Book Your Free Bookkeeping Checkup

FAQ

We support small and mid-sized businesses (SMBs), privately owned companies, and operator-led teams looking for greater financial clarity.

Many of our clients work in skilled trades—like electrical contracting, landscaping, and custom installations—as well as legal, creative, or service-based industries. If your team is growing and you need a more reliable system for managing the financial side of your operations, we’re here to help.

Our core daily bookkeeping offering includes:

• Dedicated virtual nearshore bookkeeper (20 hrs/week)

• Daily AR billing and collections

• Weekly AP processing (up to 3x/week)

• Daily bank and credit card transaction matching

• Proper booking of payroll, loans, amortizations

• Monthly reconciliations and financial reports (P&L, Balance Sheet, Cash Flow)

• Up to 5 accounts each for bank, credit cards, and loans

This is our basic tier—but we also offer additional service levels with enhanced support, including supervisory oversight, cross-trained back-up bookkeepers, and fractional CFO guidance, depending on your company’s needs.

We offer three service tiers:

• Basic Tier: Daily bookkeeping only (no backup, no supervisor, no CFO).

• Standard Tier: Bookkeeping + backup + monthly review call + limited CFO access.

• Premium Tier: Bookkeeping + backup + supervisor hours + monthly review + quarterly CFO guidance.

Need something more tailored? We’re happy to create a custom package based on your team’s structure, goals, and level of support. We can build the right solution together.

Headquartered in Dallas-Fort Worth, our bilingual team supports clients across the U.S. and beyond.

While our primary focus is on small and mid-sized businesses in the United States, we also serve clients in Europe and Central America. All bookkeeping and fractional CFO services are delivered in English and follow U.S. accounting standards—ensuring consistency, clarity, and compliance no matter where you’re located.

Most clients begin within 2–3 weeks of signing the Statement of Work (SOW).

We guide you through a clear onboarding and transition process to review your current systems, clean up historical data (if necessary), and ensure your dedicated bookkeeper is fully aligned with your workflow.

Not necessarily. We’re experienced with QuickBooks Online, Xero, and other common tools. If your current system is not a good fit, we’ll recommend the best setup during onboarding.

It depends on your tier. For higher tiers, our supervisor helps streamline the workflow and decision-making. If you’re on the base tier, we’ll follow your guidance after transition, and you’ll remain the point person for allocation and approvals.

Bookkeeping keeps your records clean and up to date. Our fractional CFO support helps you make sense of the numbers—through budgeting, cash flow strategy, and financial planning that aligns with your goals.

Yes! Our extended services include:

•Fractional CFO and CMO support

•Executive coaching

•COO-level operations support

•Legal strategy via our vetted partner network (contracts, compliance, etc.)

You’ll be assigned a dedicated virtual nearshore bookkeeper from our trained bilingual team in Central America, supervised by our U.S.-based leadership team.

We become an extension of your team—integrating seamlessly into your operations and communication workflows. In our mid and full tiers, you’ll also have a fully cross-trained backup and supervisor oversight to ensure continuity and quality.

To protect your sensitive data, we use secure access systems, signed NDAs, and strict internal controls. Your financial information remains private, with access limited to authorized team members only.

Clients in our standard and premium tiers have access to a fully cross-trained backup bookkeeper who can seamlessly step in when needed.

Our system proactively plans for holidays and scheduled absences, ensuring uninterrupted bookkeeping—even in the case your primary bookkeeper is unavailable.

We don’t file taxes or run payroll internally. However, we work closely with your tax preparer and payroll provider to ensure your books reflect accurate, timely entries—and we can connect you to trusted partners when needed.

By engaging our services, you agree to our Terms and Conditions. We encourage you to review them so we’re on the same page from the start.