Helping you make smarter, more informed business decisions
Gain a Finance and Accounting department that helps you make sense of your numbers and drive your business forward.
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.
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Why settle for an outdated accounting firm or a basic bookkeeper when you can have a full finance team for a fixed fee?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
$1,500
/month
MONTHLY FIXED FEE
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 and 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.
CFO advisory
Advanced financial reports with custom KPI & monthly financial review video calls
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
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.
© Copyrights Dedicated Books. All rights reserved.
Convallis neque in nulla!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque porta felis sed viverra cursus. Nulla blandit iaculis augue nec congue. Sed a cursus purus. Proin egestas risus quis lorem facilisis, quis rutrum libero porttitor.
John Smith
CEO, Company Name
OUTSOURCED CFO SERVICES
HOW OUR SERVICE WORKS
Stay on top of your finances
Most small businesses have financial blind spots—we fix that.
Discovery
We begin with a thorough assessment of your business needs and challenges to develop a customized strategy aligned with your industry and goals.
Managed Bookkeeping
Our managed bookkeeping creates credibility with banks, investors, and stakeholders while providing a reliable foundation for business decisions.
Custom Financial Reporting
Transform raw data into actionable intelligence with tailored financial reports and KPI dashboards highlighting the metrics most relevant to your business.
Cash Flow Management
Optimize your financial operations with streamlined AP/AR processes and detailed monthly forecasts that provide critical visibility into future liquidity.
Budgeting & Forecasting
Navigate growth through targeted budgeting aligned with your goals, ensuring capital is deployed effectively and expansion remains sustainable.
Financial reviews & advisory
Our monthly 1-on-1 advisory sessions help you interpret numbers within your business context, providing strategic guidance that drives meaningful growth.
