Prepared Books

Clarity and confidence in your business finances.

Prepared Books combines bookkeeping with CFO-level insight, so you can price confidently, spend intentionally, and grow sustainably.

Clean Books

Reliable, up-to-date records you can trust.

Clear View

Reports that show you where your money goes.

Confident Decisions

Strategy support that makes growth sustainable.

Scott, Founder of Prepared Books

Hi, I'm Scott.

I started Prepared Books to give business owners the financial clarity I wished I had early on. With an MBA and more than 12 years of running my own business, I know firsthand how hard it is to make decisions without reliable numbers—and how much easier, and more confident, those decisions become once you have them.

Services

Prepared Books helps small businesses and nonprofits get reliable books and a financial partner who can think like an executive. Whether you need ongoing bookkeeping or strategic CFO support, we’ll build a system that gives you clarity and control.




Bookkeeping

Keep your books accurate and stress-free.

  • Categorize transactions for clean, reliable reports
  • Reconcile bank, credit card, and loan accounts each month
  • Create workflows and processes in QuickBooks Online (best practices)
  • Prepare accurate books for taxes and audits
  • Complete catch-up bookkeeping when you’ve fallen behind

Starting at $700/month

Fractional CFO

Work with an experienced partner for more complete decisions.

  • Track cash flow to anticipate upcoming needs
  • Set profitability goals and build a plan to reach them
  • Analyze projects and pricing to protect margins
  • Audit vendors and expenses to uncover savings
  • Provide actionable insights without the full-time CFO cost

Custom based on specific needs and scope.

Reporting

See the story behind your numbers at a glance.

  • Deliver monthly reports with YTD and rolling 12-month views
  • Highlight trends in revenue, expenses, and profitability
  • Break down performance by project, program, or department
  • Flag unusual activity before it becomes a problem
  • Provide consistent reporting your team can rely on

Starting at $250/month

Let’s talk about your financial picture.

Ready to make your finances clearer and your decisions easier? Schedule a free discovery call to see if we're a good fit.