An accounting function that runs on a calendar, not on reminders.
CompFinO maintains the day-to-day record keeping and closes the month on a defined schedule, so leadership sees financial statements while the information still changes decisions.
The full accounting cycle, or the parts you want to hand off
Engagements are scoped to the business. Some clients keep invoicing and payments in house; others hand over the entire function.
- Bookkeeping and data entry
- Accounts payable
- Accounts receivable
- Bank and credit-card reconciliations
- Bill payment services
- Sales-tax return preparation
- 1099 preparation
- Monthly review of the books
- Month-end close
- Monthly financial statements
- Job costing
- QuickBooks Online setup and support
We work in QuickBooks Online every day
CompFinO is a certified QuickBooks ProAdvisor firm and runs client accounting in QuickBooks Online, including bank feeds, reconciliations, and month-end reporting.
Cloud-based by default
Your records stay current and accessible rather than sitting in a desktop file someone has to send.
One system of record
Payroll, accounting, and tax work from the same ledger, which removes reconciliation between vendors.
Clean handoff
Onboarding includes a review of your existing file, opening balances, and any cleanup required.
Deliverables with dates attached
Reconciled accounts, month-end close, and financial statements delivered on the agreed date.
Sales-tax filings where applicable, plus a review of trends and open items.
1099s, year-end close support, and the records your business return depends on.
A named day-to-day contact and a defined response window for questions.
Build a financial operation that keeps up with the business.
Bring accounting, payroll, tax, and financial guidance into one coordinated relationship with CompFinO.