Enterprise quality bookkeeping, for small business fee

Get the same sophisticated financial tools and expertise that power large companies—tailored for your growing business at one predictable monthly fee.

214-455-1945

PREVIOUSLY AT:

MEET ALEX ROE, CFA

Your trusted partner in finance & strategy

Founded by Alex Roe, CFA, an expert in corporate finance and capital financing, the firm provides services that are typically reserved for large companies with fully staffed finance and accounting departments.



With monthly financials, advanced reports, and financial review calls, business owners can be better positioned to take on bank loans, sell their business, and gain insights to make smarter decisions.

HOW OUR SERVICE WORKS

Stay on top of your finances

Most small businesses have financial blind spots—we fix that.

OUR PRICING

A fair, custom, and transparent fixed price

Why settle for an outdated accounting firm or a basic bookkeeper when you can have a full finance team for a fixed fee?

STARTING AT

$800 

/month 

FIXED PRICE

What’s included:

Setup

Optimized chart of accounts implementation, software tech stack optimization

Managed bookkeeping

Outsourced bookkeeping, cash or accrual accounting, sales tax, month-end close, year-end close, 1099 preparation & filing, coordination with tax CPA

AP & AR support

Bill pay & vendor reconciliation, accounts receivable process optimization

Reporting

Monthly and annual financial statement

Add-ons available: Book cleanup, monthly financial review calls, advanced reporting with management dashboard, payroll.

OUR DIFFERENCE

Bringing big-firm financial expertise to your business

Get expert financial guidance, advanced reports, and CFO-level support—without hiring an in-house team.

Basic bookkeepers

Won’t scale with company growth

Doesn’t follow best practices

Unreliable financial reports

Transactional focus only

Minimal support, no strategy

Traditional CFA firms

Year-end focused, not monthly operations

Dogmatic and impractical

Not set up for bookkeeping work

Strong in audit and tax, not bookkeeping

Overwhelmed, poor service

Accurate transaction recording

Follows industry best practices

Scales with your company’s growth

Understands the bigger picture

Dedicated support, bookkeeping-focused

214-455-1945

TESTIMONIALS

Trusted by businesses, proven by results

FAQ

Frequently asked questions, answered

Ready for stress-free finances?

Get expert bookkeeping and financial insights—without the overhead.

214-455-1945GET IN TOUCH

© Copyrights Dedicated Books. All rights reserved.

214-455-1945

Give us a call today!

GET IN TOUCHGET IN TOUCH
How is Dedicated Books different from hiring a regular bookkeeper?
Dedicated Books provides both bookkeeping and CFO-level strategic guidance in one solution for less than hiring a full-time bookkeeper, while an in-house CFO costs $150,000+ annually and still requires separate bookkeeping staff.
Why not just use QuickBooks, Xero, or other automated bookkeeping software?
QuickBooks and Xero are great tools, but they are digital filing cabinets that record whatever you input. Dedicated Books uses QuickBooks and Xero, but only as a tool to record transactions. Dedicated Books provides value by creating an accurate financial system, validating transactions, providing oversight, and extracting insights from the high-quality financial foundation that we build and manage.
How would you personalize your advice to my business or industry?
Dedicated Books personalizes services through business discovery, industry-specific financial frameworks, and evolving strategic partnerships that adapt to your changing business needs. In addition to our broad industry coverage, we've also developed several specializations for more complex industries, such manufacturing and trades.
How does Alex’s background in capital financing benefit my business?
With experience at Bank of America and Credit Suisse in complex advisory roles such as investment banking, Alex has built Dedicated Books to offer small businesses the financial sophistication of large corporations. His expertise ensures your financial records are investor or lender-ready and provides tailored insights to support business growth and profitability.
How are your financial reports more valuable than what I get from my current bookkeeper?
Securing business funding requires accurate financials and strong key metrics. Dedicated Books ensures your records are precise, guides you on improving lender-scrutinized indicators, and presents your financials professionally. With clear cash flow reporting and expert support, we help you secure funding with confidence.
I'm a small business - why invest in enterprise-level bookkeeping?
Small businesses often face financial challenges with limited resources. For example, 82% of business failures are due to poor cash flow management and 35% of small and mid-sized businesses have inadequate financial records to secure a loan. Dedicated Books provides a strategic advantage by preparing you for growth, preventing cash flow issues, and helping secure funding on better terms. With accurate financial insights, you can make informed decisions, stay ahead of competitors, and scale effectively. The real question is not whether you can afford our services, but whether your business can afford to operate without them.

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John Smith

CEO, Company Name