FRACTIONAL CFO AND BOOKKEEPING SERVICES
The Financial Partner Your Business Has Been Missing
Bring Strategic Financial Expertise to Your Business without the cost and commitment of a full-time finance team. At Books & Works, we partner with small and mid-sized businesses to improve profitability, strengthen cash flow, understand their numbers, and make confident decisions for growth.
OUR SERVICES
From full charge bookkeeping to high level strategic financial advisory services, we manage it all. You focus on building your business. We provide the financial expertise to help you move it forward.
Full-Charge Bookkeeping
We deliver accurate, timely, and well-organized financial records, providing the dependable financial records your business needs to operate effectively and be tax preparation ready.
Transaction Recording & Reconciliation
Accounts Payable & Receivable
Financial Reporting
Customer Invoicing
Payroll Processing
Sales Tax Filing
Contractor Payments & 1099 Prep
QuickBooks Setup & Cleanup
Payroll and Insurance Audits
Year-end close & CPA coordination
Fractional CFO Services
We deliver strategic financial guidance, analysis, and insight to help you navigate opportunities, strengthen profitability, and build long-term value.
Financial Strategy & Planning
Financial Strategy & Forecasting
Cash Flow Management and Optimization
Profitability & Cost Analysis
Financial Reporting & KPIs
Budgeting & Planning
Pricing & Growth Strategy
Ongoing Financial Advisory
YOUR BUSINESS DESERVES MORE THAN A BOOKEEPER. IT DESERVES A FINANCIAL STRATEGY.
It's time you know exactly what's coming in, going out, and coming next, so cash surprises can stop derailing you.
At Books & Works, we offer both professional bookkeeping and Fractional
CFO services, so you can choose the support that best fits your business
needs. Whether you need accurate, up-to-date books, strategic financial
guidance, or both, our goal is to help you understand your numbers, make informed decisions, and plan confidently for the future.
MEET YOUR FINANCIAL PARTNER
Hi, I'm Niki Blevins.
With over 20 years of experience in the bookkeeping industry, I help business owners streamline their finances, stay organized, and run more efficiently through virtual accounting services.
Over the past 2 decades, I've built a deep expertise supporting businesses across a wide range of industries. Over time, I realized that seeing accurate numbers on paper wasn't enough. Business owners needed to understand what those numbers meant, which is what led me to expand into Fractional CFO services, to help my clients see exactly where money is being wasted, and give them the insight to make smarter, more confident financial decisions.
We believe
No two businesses are alike. That's why we tailor our approach to each client's unique needs.
You didn't start your business to spend nights buried in spreadsheets, guessing whether you can afford to hire, or wondering why you're busier than ever, but somehow, not more profitable.
That's where we come in.
Your business is more than numbers on a financial statement. It's your time, your investment, your goals, and your vision for the future. We take the time to understand your business so we can provide the financial support and guidance you need to move forward with confidence.
KIND WORDS
WHATS THE DIFFERENCE BETWEEN A BOOKKEEPER & FRACTIONAL CFO?
A professional bookkeeper tracks and records day-to-day financial transactions, while a Fractional CFO provides high-level strategic planning and executive leadership on a part-time basis.
Every business should have a Professional Bookkeeper managing their day-to-day finances. A Fractional CFO is the next step, and is the right fit for businesses that have outgrown basic bookkeeping but aren't ready (or don't need) to hire a full-time executive.
Instead of just recording what already happened, a Fractional CFO helps you understand why it happened, and what to do next.
THE DIFFERENCE BETWEEN A FRACTIONAL CFO & BOOKKEEPER?
BOOKKEEPING: The Foundation
Bookkeeping is the day-to-day work of recording transactions, reconciling accounts, categorizing expenses, and making sure your books actually reflect what's happening in your business.
It answers questions like:
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What did we spend on payroll last month?
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Are our accounts reconciled and accurate?
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Did that invoice get paid?
This is the ground floor. Without clean, current, accurate books, everything built on top of them is shaky. You can't trust a forecast built on messy data, and you can't make a smart pricing decision if you don't actually know your true costs.
FRACTIONAL CFO: The View From Above
CFO strategy takes that same financial data and asks a different set of questions:
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What do these numbers mean for where we're headed?
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Where is cash getting tied up, and how do we free it?
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Which of our services or products are actually profitable once we account for the real cost of delivering them?
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What do we need to be true three, six, twelve months from now — and what has to happen this month to get there?
This is forward-looking, decision-driving work. It's the difference between knowing what happened and knowing what to do about it.
In short, a Bookkeeper tells you what already happened. A Fractional CFO helps you decide what to do next.
Why you need both, working together?
Bookkeeping provides the foundation. Fractional CFO strategy turns your numbers into action.
WHEN THEY WORK TOGETHER, YOU GET:
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Financial Clarity: Know where your business stands today and where it’s headed tomorrow.
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Smarter Decisions: Make pricing, hiring, and investment decisions based on accurate financial data.
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Proactive Cash Flow Management: Identify cash flow challenges before they become problems.
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Financial Guidance Partner: Your numbers become a tool for growth, not just records for tax time.