Business Details
We have been providing accounting and outsourced CFO services to small and midsize businesses for over 18 years. Our founder, Jane Faulks, is a licensed California CPA with a BA from the University of Hong Kong and an MBA from San Jose State University. We bring deep expertise in QuickBooks accounting solutions, drawing on Janes former role as an auditor with a Big4 firm across construction, dairy, farming, food processing, retail, manufacturing, and nonprofit industries. Our specialized experience in the construction sector, honed while serving as Branch Controller and Division CFO for Fortune500 companies, enables us to design precise jobcosting and reporting systems. We develop customized Enterprise QuickBooks implementations that improve internal process efficiencies, accountability, and customer satisfaction. Our professional standards are upheld through rigorous training, continuous education, and adherence to CPA ethics.
We solve complex financial challenges by restructuring business processes and implementing jobcosting systems that significantly boost profitability. Our commitment to client satisfaction is demonstrated by the trust placed in us by construction firms, manufacturers, and nonprofits seeking reliable, transparent financial guidance. We provide comprehensive services, including bookkeeping, tax preparation, exemption assistance, and strategic advisory for budgeting and investment decisions. Our teams personable approach and proven training programs make financial management accessible and enjoyable for our clients. We look forward to forming longterm partnerships that drive growth and profitability for every business we serve.
We solve complex financial challenges by restructuring business processes and implementing jobcosting systems that significantly boost profitability. Our commitment to client satisfaction is demonstrated by the trust placed in us by construction firms, manufacturers, and nonprofits seeking reliable, transparent financial guidance. We provide comprehensive services, including bookkeeping, tax preparation, exemption assistance, and strategic advisory for budgeting and investment decisions. Our teams personable approach and proven training programs make financial management accessible and enjoyable for our clients. We look forward to forming longterm partnerships that drive growth and profitability for every business we serve.
Highlights and features
- We have 18+ years of accounting and business experience.
- We are a licensed California CPA with advanced degrees.
- We implemented jobcosting systems that boost construction profitability.
- We provide outsourced CFO and bookkeeping services nationwide.
- We deliver training seminars on construction accounting and QuickBooks.
Services
outsourced CFO services
Our outsourced CFO services provide small and midsize businesses with strategic financial leadership without the cost of a fulltime executive. We tailor budgeting, forecasting, and regulatory compliance plans to each clients unique needs. This partnership drives profitability, reduces risk, and frees owners to focus on growth.
QuickBooks accounting solution
Our QuickBooks accounting solution implements a customized bookkeeping system that streamlines daily transactions for businesses of any size. We configure charts of accounts, automate reconciliations, and generate realtime financial reports. Clients experience accurate records, faster decisionmaking, and reduced bookkeeping errors.
job costing system
Our job costing system tracks every expense and revenue link to individual projects, delivering precise profit margins for construction firms. We integrate labor, material, and overhead data into a single dashboard, enabling realtime performance monitoring. This clarity helps owners control costs, identify inefficiencies, and increase overall profitability.
business seminars
Our business seminars educate construction owners and managers on essential accounting principles and practical QuickBooks techniques. We deliver handson workshops covering job costing, budgeting, and financial reporting to build confidence. Participants gain actionable skills that streamline operations and boost bottomline results.
exemption assistance
Our exemption assistance guides clients through state tax exemption applications, ensuring compliance and maximizing savings. We prepare detailed documentation, coordinate with agencies, and advise on eligibility criteria to secure benefits efficiently. This support reduces administrative burden and enhances financial outcomes for businesses.
