Our Services
Monthly Bookkeeping
Here’s how to know if our monthly bookkeeping package is for you:
You’re at the point where the idea of logging into QuickBooks is less “let’s get things done” and more “hide under the desk.” The DIY approach—or even your current bookkeeper—just isn’t cutting it anymore. You’re busy, and you don’t have the time (or energy) to manage every detail of your financials.
Here’s what our monthly bookkeeping package includes:
Monthly Bookkeeping: We categorize income and expenses transactions, reconcile your accounts, and ensure every dollar is in its place, so you can rest easy knowing your finances are under control.
Monthly bookkeeping in QuickBooks
Monthly Financial Reports
Quarterly Scheduled Meeting
Annual Tax Prep and Year-End Review Meeting (we do not file taxes but will have your books ready to go for your tax preparer)
Collaboration with CPA/Accountant/Tax Preparer
Unlimited Email Support
CFO Services
Here’s how to know if 1:1 CFO Services is for you:
You’ve outgrown the DIY stage—and even a basic bookkeeper isn’t enough anymore. Your business is scaling, the decisions are getting bigger, and the stakes are higher. You want more than clean books. You need strategic financial guidance, clarity, and someone to help you look forward—not just backward.
If logging into QuickBooks makes you feel like hiding under your desk—and you're craving someone who can help you actually use the numbers to make confident decisions—our Virtual CFO services might be exactly what you need.
Here’s what our CFO Services includes:
Monthly bookkeeping management (or collaborate with your bookkeeper)
Custom Financial Reports & KPIs
Cash Flow Management & Forecasting
Monthly CFO Calls
Unlimited Email Support
We help you make strategic business decisions to have financial clarity to confidently assess your hiring needs, big purchases, risk analysis and expansion opportunities.
Additional Service Offerings
Available Upon Request
Full Service Payroll
01
Accounts Receivable
02
Accounts Payable
03
Clean Up or Catch Up
04
Say goodbye to frustrating, time-consuming bookkeeping tasks.
Let Harper and Faye Financial save you valuable time and financial resources.
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Learn on the Blog
Dive into the Harper & Faye blog for expert tips and strategies on mastering your finances with confidence and ease. Discover practical DIY solutions and insider advice that will empower you to take control of your financial future today.
