Happy Clients

Our Clients are the priority.

Whether you are a mid-sized business or a nonprofit agency, we are committed to providing exemplary service to each client. We pride ourselves on telling your financial story in clear and transparent terms. We share your vision of growth and are here to meet your objectives effectively and efficiently.


Business Owners

You didn’t start your company to be a bookkeeper; we did. Most companies do not need full-time staff or departments, but that doesn’t mean you have to do it all. Capital CFO+’s boutique experience means no company is too small. Let an expert in the field save you time, money, and stress.

We provide
Accurate setup or review of your current database. We deliver experienced bookkeeping, data entry, bank/credit reconciliations, remote and on-site services available.

Who we work with
Landlords, property managers, attorneys, start-ups, web and graphic designers/developers, home designers, landscaping companies, contractors and builders, HR companies, gyms, marketing firms, doctor’s offices, financial advisers, realtors, your accountants, and more.


Nonprofit leaders have always been expected to do more with less. Running your agency is a non-stop job, and we help to alleviate the financial stresses you face. You need a professional on your side but not necessarily full-time. Our team can work with you to customize a consultation plan that works for you, your board, and the team.

We provide
Financial management, strategic planning, leadership transitions/ recruitment/coaching, Board recruitment/training, fundraising & grant management.

Who we work with
Nonprofit leaders, bookkeepers, CFOs, boards, finance committees/departments, your auditor, program departments, and more.

Large Scale Organizations

Larger companies seek our services as an extra set of hands to launch a project, get caught up, or help through transitions. We help reduce full-time labor costs without burdening your current employees. Companies with large finance departments can replace new hires with PT experts.

We provide
Hourly or monthly contracts, weekly or monthly availability, assistance with special projects, temporary or permanent assistance, bookkeeping, or CFO experts.

Who we work with
Larger companies with extensive finance departments need a few extra hours of assistance to put their financial pieces together.

Families and Individuals

We believe that how you spend your money shines a light on what is important to you.  We work together to find out your priorities and set a budget that actually works. Looking to reduce your debt or save for a vacation? Do you want not to feel stressed when you have to start your holiday shopping or feel like you are spending too much each month?

We provide
A painless approach that works. Together, we figure out your priorities and where/how to save. We help you to monitor and track your monthly goals to get you to your destination

Who we work with
Individuals and families. It does not matter if you are on your own, newly married, or in a large family. Capital CFO+ keeps your budget process realistic and straightforward for you.


Capital CFO+ staff were able to quickly step in and help complete a project in a very short time frame. The staff were very responsive to our needs. We would not hesitate to use their services again.

-AFPH Info


Our non-profit worked with Capital CFO+ during a staffing transition. Their staff dropped into our operation effortlessly and seamlessly, and kept us up and running, then handed things off perfectly. Highly recommended!

-Jeremy Johannesen


Sabrina and her team of professionals are extremely knowledgeable, consistently go above and beyond my expectations and provide amazing customer service. I am a small business (real estate law firm) who is extremely busy and doesn’t have the time to maintain and balance my accounts. I recommend them without hesitation to anyone looking for a new bookkeeper!!

-Kim Salerno

Interested in Outsourcing Your Business Management Needs?
We can help build the perfect, custom plan for all your business management needs. Reach out for a free consultation today and let's start a relationship.