Numbers are only the start. We show you what they mean.
Bookkeeping, tax, and CFO support for growing businesses — from an attorney-led team of CPAs and Elite-tier QuickBooks ProAdvisors.
A clean close every month. Numbers you can actually trust.
Filings handled on time. No surprises in April.
QuickBooks, payroll, and AP/AR set up so they actually work.
A real person to call when a decision needs real numbers.
“They bring a depth of capability you rarely see in one team — CPA, legal, and controller-level expertise all working together. They don’t feel like an outside provider; they integrate into the business and operate alongside you.”
James R. Service Company Owner
“Heather and team got our QuickBooks back on track. They cleaned up our historical data, tightened up our chart of accounts, streamlined reconciliations, and built a much cleaner monthly close process. More importantly, they made our financials easier to actually use.”
Sarah K. Medical Practice CEO
“This is not a firm that simply passed a QuickBooks test — they’re CPAs, lawyers, and accounting professionals under one roof who understand the realities of running a mission-driven organization. After years with a national firm, working with Capital Advisors was the day to their night.”
Mark D. Nonprofit CEO
Delivered by CPAs, attorneys, and advanced professionals — a class above the typical bookkeeping firm.
Your entire financial operation, expertly managed — bookkeeping, payroll, tax, and advisory.
Service shaped around your business, from people who care — warm, personal, and always in close touch.
Founder & Principal
Founder of Capital Advisors. Combines legal training with deep bookkeeping and tax compliance expertise to bring high-touch financial support to small and mid-sized businesses.
Corporate Advisor
Corporate advisor and strategist with two decades advising CEOs, CFOs, and CHROs on strategic planning, talent management, and financial performance.
VP of Accounting
Over 20 years of bookkeeping experience. Specializes in full-cycle bookkeeping, payroll, reconciliations, and financial reporting. Highly proficient in QuickBooks.
Principal Accountant
CPA managing 50+ clients across industries. Background in public accounting and audits. Provides full-service accounting, tax filings, and business consulting.
Week 1
30-minute call. We review your current books, your systems, and what you actually need from a finance team. By the end of the week you have a flat monthly fee — no hourly billing surprises.
Month 1
We clean up historical data, tighten your chart of accounts, streamline reconciliations, and set up a monthly close process you can rely on—we’re Certified Advanced QuickBooks ProAdvisors. Cleanup work is quoted separately as a one-time fee.
Quarter 1
By the end of the quarter, your monthly close runs on schedule. Reports arrive when they’re supposed to. You spend your time on the business — not on the books.
Service businesses don’t run like product businesses. Mission-driven organizations don’t measure success the same way property holders do. We know how each model operates — how you bill, how you close, what your stakeholders care about — and we tailor our work accordingly.
Most owners we meet aren’t sure which bucket they fit. A 20-minute consult sorts it out. No pitch, no obligation.
Free guides & resources
Practical, in-depth guides drawn from the work we do every day — no email required, no gate. Read them, use them, and reach out if you’d like us to run it for you.
Process
The full close, step by step — so you close accurately and on time, every month.
Cash
The 13-week model — see cash problems coming in time to act, not after a payment bounces.
Foundations
Structure books that make your financials clear and your margins visible — with the mistakes to avoid.
QuickBooks
A plain-English guide to what cleanup is, how to know you need one, and what it involves.
Elite-tier QuickBooks ProAdvisors
Whether your books need cleaning up, a fresh setup, or a broken file repaired — our certified team handles it in the software you already use.
A 20-minute call. No pitch, no obligation. We’ll listen, ask a few questions, and tell you honestly whether we can help.
Talk to an expert