Capital Advisors · Services
Bookkeeping, tax, and CFO services built for growing businesses.
Four service lines. One team. A real finance department for businesses that have outgrown the part-time bookkeeper but aren’t ready to hire a CFO.
Capital Advisors · Services
Four service lines. One team. A real finance department for businesses that have outgrown the part-time bookkeeper but aren’t ready to hire a CFO.
Most businesses hit a point where the books are messy, the numbers don’t match what the bank says, and tax season turns into a fire drill. Hiring an in-house team costs more than the problem is worth. A part-time bookkeeper isn’t enough.
That’s where we come in. Capital Advisors delivers a full outsourced finance function — bookkeeping, tax, systems, and CFO-level strategy — staffed by senior people, priced as a flat monthly fee, and built around your business.
Four service lines that work together. Use one, or use all four.
A clean close every month. Numbers you can actually trust.
We handle the day-to-day: monthly reconciliations, chart of accounts, AP/AR, payroll oversight, and a real close at month-end. You get clean financials by the 15th — not when tax season starts.
Best for: Businesses with messy or delayed books, or those who’ve outgrown a part-time bookkeeper.
Learn more →Filings handled on time. No surprises in April.
Federal, state, and multistate tax compliance. We handle the filings, the apportionment, sales & use tax, and the planning conversations that should happen long before year-end. For nonprofits, Form 990 included.
Best for: Growing businesses operating across multiple states or facing tax complexity.
Learn more →QuickBooks, payroll, and AP/AR set up to actually work.
We integrate your accounting stack so data flows where it needs to go — and stops requiring manual entry. QuickBooks setup, payroll integration, bill pay automation, expense management, and time tracking that connects to your books.
Best for: Businesses duplicating data entry across tools or running on a patchwork of disconnected software.
Learn more →A real person to call when a decision needs real numbers.
Strategic finance support without the full-time hire. Cash flow forecasting, board reporting, budgeting, scenario modeling, and the conversations you’d have with a CFO if you had one on payroll.
Best for: Businesses between $2M and $50M making decisions that need real financial rigor.
Learn more →01
A 20-minute call. We listen, ask a few questions, and tell you honestly whether we’re the right fit. No pitch, no obligation.
02
Two weeks. We clean up the books, set up the systems, and meet the team. You get a flat monthly fee — no hourly billing surprises.
03
Monthly close, real-time visibility, and a senior point of contact you can actually reach. Same person every month.
We work with growing businesses across professional services, SaaS and technology, real estate, hospitality, healthcare, nonprofits, and the founders building the next wave. Clients typically range from $1M to $50M in revenue and need a real finance function — not just data entry.
A 20-minute call. No pitch, no obligation. We’ll listen, ask a few questions, and tell you honestly whether we can help.
Book a call