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Expert Bookkeeping – Accrual and Cash Basis Services for Small Businesses

Comprehensive bookkeeping services tailored to your specific needs, with emphasis on accounting accrual vs cash basis methodologies.

Get a Free Bookkeeping Consultation
KPI dashboard and profit & loss review for strategic business growth

Reliable Books.
Smarter Business Decisions.

At Finance Savvy CEO®, we know that accurate financial records are the foundation of any successful business. Whether your business benefits most from cash basis versus accrual bookkeeping or a hybrid approach, our expert small business bookkeepers deliver reliable, compliant, and timely records. As A Financial Partner for Small Business Owners & Entrepreneurs, we keep your financial data clean and clear to drive confident decision‑making and keep you focused on what matters most.

Understanding The Difference: Accrual vs Cash Basis Accounting

Learn how each method impacts your financial reporting and decision-making:

Cash Basis Bookkeeping

Records income and expenses when money actually received or paid —ideal for very small businesses or simple cash‑flow focused operations.

Accrual Basis Bookkeeping

Records income and expenses when they’re earned or incurred, not just when cash moves—providing a more complete, investor-friendly, GAAP‑compliant, and accurate picture of your business’s financial health.

Hybrid Approaches

A blend of both methods to suit your unique needs.

WHAT’S INCLUDED What Our Bookkeeping – Accrual and Cash Basis Includes

Setup & Methodology

  • Initial review of your business model and transaction volume
  • Recommendation of cash, accrual, or hybrid approach

Ongoing Bookkeeping Services

  • Monthly transaction categorization & reconciliation
  • Bank and credit card statement reconciliation

Financial Reporting & Analysis

  • Profit & loss statements, balance sheets, and cash‑flow reports
  • Customized dashboards for real‑time insights

Why Choose Finance Savvy CEO® for Bookkeeping

Methodology that Matches Your Growth

We help you determine whether cash basis versus accrual accounting is right—then manage it flawlessly.

Accuracy, Compliance & Confidence

GAAP‑compliant accounting accrual vs cash basis records ensure peace of mind for audits, tax prep, and investor presentations.

Time Savings

Focus on growth while we handle your bookkeeping services.

Deep Understanding of Small Business Needs

As your go‑to small business bookkeeper, we understand your market, unique needs, your pain points, and how to turn your financial data into smart decisions.
Monthly financial analysis helping entrepreneurs make informed decisions

Who is this service best for?

  • Small business owners who want clean, audit-ready books
  • Entrepreneurs who need clarity on cash flow and profitability
  • Companies preparing for funding or tax season requiring accrual and cash basis records

How We Work With You

O1

Discovery Call

We assess your needs, current financials, and goals, and select the best bookkeeping method.

O2

Implementation

We get your books cleaned up, categorized, and reconciled, setting up your accounting software and workflows.

O3

Ongoing Management

Every month, we provide monthly bookkeeping, reconciliations, and accurate report delivery.

O4

Review & Advisory

Quarterly review calls with Private Financial Advisory & Coaching insights.

How Our Engagement Works

O1

Discovery Call

We assess your needs, current financials, and goals, and select the best bookkeeping method.

O2

Implementation

We get your books cleaned up, categorized, and reconciled, setting up your accounting software and workflows.

O3

Ongoing Management

Every month, we provide monthly bookkeeping, reconciliations, and accurate report delivery.

O4

Review & Advisory

Quarterly review calls with Private Financial Advisory & Coaching insights.

Frequently Asked Questions

It depends on your business size, complexity, and reporting needs. We’ll walk you through the best fit for your situation.

Most clients receive reports monthly, but we also offer quarterly options based on your needs.

Yes, we’re fluent in QuickBooks, Xero, and many other bookkeeping platforms.

Absolutely! We help clients transition as their businesses grow and reporting needs change.

To attract capital, your financials must be accurate, organized, and aligned with your growth story. This includes clean bookkeeping, clear revenue models, reliable projections, and documentation that withstands due diligence. At Finance Savvy CEO®, we specialize in getting businesses investor-ready—helping you present your numbers with clarity and confidence.

Cash-basis bookkeeping records transactions when money changes hands, while accrual-basis records income and expenses when they’re earned or incurred. For high growth $1M+ service-based businesses, accrual is often recommended because it gives a more accurate picture of profitability and is required by investors and lenders. However, we help you choose the right method and keep your books clean, compliant, and audit-ready.

Ready to Get Your Books in Order?

Partner with a dedicated team of expert bookkeeping professionals who speak your language and understand your goals so you can focus on what you do best.. Whether you need cash basis simplicity or accrual detail, we’ve got you covered.

Get a Free Consultation