Start-ups
Start-ups
We partner with you
as you grow
The Bookkeeper does more than keep records and write reports. We have assisted clients with everything from procedure development to securing financing. Growing businesses need a lot more than accounting, so we go above and beyond.
You will feel productive and effective when a team of professionals like ours is there to help and guide you through the peaks and valleys of managing your day to day financial decisions.
What We Do:
At The Bookkeeper, we’ll come alongside your start-up and help you develop a financial plan that can be implemented for years to come. We will walk you through each step of your start-up development so that you are prepared as you begin your journey as a business owner!
Organization and preparedness are two of the most important factors to any successful start-up. Our team has a passion for analysis and intimately getting to know your business and its numbers. We’ll embrace your financial needs and take the pressure off of you so you can focus on other aspects of your business. At The Bookkeeper, we understand the importance of having strong organizational habits and the ability to examine information and make adjustments based on that information. Starting a business with good organizational habits sets you up for long-term success and will keep the relevant information readily available.
We will help you find the best financial solutions for your new company so that you can continue to work on growing your business rather than the menial, detailed tasks. Using our network of financial professionals, we’ll aid in making long-lasting, meaningful connections.
Our Promise to You:
Helping you feel productive and effective is our brand promise. By choosing The Bookkeeper, you will receive thoroughly researched information examined by professionals so that you can start your company with full confidence in your financials. Our team will help you create solid financial safeguards for the future.
We want to grow with your company! Through a collaborative partnership, we can cultivate your company’s financial plan so it reaches sustained growth with greater success every year. Starting a company is hard, that’s why we promise to operate with open communication about all aspects of your business.
We understand that many new business owners feel trapped and we aim to relieve some of those feelings. We want to work with you so you’re excited about your company’s vision and mission. Having a solid financial foundation will alleviate stress for years to come.
We Go Above and Beyond:
There are many stages to the start-up process and we want to walk with you through them all. We prioritize building relationships with our clients that have a foundation of integrity and trust. At The Bookkeeper, we believe in full-circle communication for every project, that’s why we always follow-up and follow through.
We understand how important it is for a new business owner to feel confident in their financial advisors and bookkeeping team. That’s why we’re here. We want to cultivate our partnership on trust so that you can make decisions for your start-up that will set you up for a future full of financial and operational success.
We partner with you
as you grow
The Bookkeeper does more than keep records and write reports. We have assisted clients with everything from procedure development to securing financing. Growing businesses need a lot more than accounting, so we go above and beyond.
You will feel productive and effective when a team of professionals like ours is there to help and guide you through the peaks and valleys of managing your day to day financial decisions.
What We Do:
At The Bookkeeper, we’ll come alongside your start-up and help you develop a financial plan that can be implemented for years to come. We will walk you through each step of your start-up development so that you are prepared as you begin your journey as a business owner!
Organization and preparedness are two of the most important factors to any successful start-up. Our team has a passion for analysis and intimately getting to know your business and its numbers. We’ll embrace your financial needs and take the pressure off of you so you can focus on other aspects of your business. At The Bookkeeper, we understand the importance of having strong organizational habits and the ability to examine information and make adjustments based on that information. Starting a business with good organizational habits sets you up for long-term success and will keep the relevant information readily available.
We will help you find the best financial solutions for your new company so that you can continue to work on growing your business rather than the menial, detailed tasks. Using our network of financial professionals, we’ll aid in making long-lasting, meaningful connections.
Our Promise to You:
Helping you feel productive and effective is our brand promise. By choosing The Bookkeeper, you will receive thoroughly researched information examined by professionals so that you can start your company with full confidence in your financials. Our team will help you create solid financial safeguards for the future.
We want to grow with your company! Through a collaborative partnership, we can cultivate your company’s financial plan so it reaches sustained growth with greater success every year. Starting a company is hard, that’s why we promise to operate with open communication about all aspects of your business.
We understand that many new business owners feel trapped and we aim to relieve some of those feelings. We want to work with you so you’re excited about your company’s vision and mission. Having a solid financial foundation will alleviate stress for years to come.
We Go Above and Beyond:
There are many stages to the start-up process and we want to walk with you through them all. We prioritize building relationships with our clients that have a foundation of integrity and trust. At The Bookkeeper, we believe in full-circle communication for every project, that’s why we always follow-up and follow through.
We understand how important it is for a new business owner to feel confident in their financial advisors and bookkeeping team. That’s why we’re here. We want to cultivate our partnership on trust so that you can make decisions for your start-up that will set you up for a future full of financial and operational success.
After years of doing it myself and making lots of mistakes, I was referred to Craig. What a relief. Craig is fun and easy to work with, explains things without making me feel stupid and charges me just for what I want and need.
- Maria Parker, CruzBike
Craig and his team have been so amazing supporting our small business. I don't know what we would do without their guidance. They are incredibly knowledgeable and our books are kept up to date. It's so nice to have someone you can trust to handle your books so you can concentrate on running your business. I highly recommend The Bookkeeper, they are fantastic.
- Lauryn Colatuno, Raleigh Night Market
Craig has been a great addition to my company. Craig is very dependable and knowledgeable about various funding options as well as overall business growth opportunities. I highly recommend Craig to any business looking for a dependable, productive, reliable bookkeeper.
- Terrill James, Insight Family Center LLC
I have been working with The Bookkeeper for 3 years now. Over the past 20+ years I’ve had other bookkeepers, but the level of care and expertise Craig’s team has provided me has no equal. When I ask for their advice on financial matters, they give timely thoughtful input that is very specific to my situation and based on analysis of my financial details. They have found multiple ways to save my companies money that I would not have thought to do. I feel they genuinely care about me, my family and my business. My financial health is significantly better since working with The Bookkeeper. HIGHLY recommend!
- Jim Miller, Durham Animal Hospital
Hiring The Bookkeeper to help us to get our finances in order was one of the BEST decisions we have ever made. Now, we have a clear understanding of our finances, which is allowing us to make better business decisions. I wish we had hired The Bookkeeper sooner. Trapp Insurance Group, would like to thank you Craig and crew for your hard work, service, and commitment.
- Carlos C. Mims, Trapp Insurance Group
Our office started using The Bookkeeper, and can't recommend Craig and Shelley any higher. Both are very professional, personable, knowledgeable and their clients become friends. I have recently contracted with them to also help me with our family business. I am so Thankful our Paths and have crossed, and look forward to many years of a business and personal relationship with them both.
- Marissa Stevenson, Western Wake Wellness
If I truly explained the love I have for this company, I'm not sure I'd be taken seriously. Craig and his team exude such a high standard of professionalism while remaining approachable. He takes the time to break down the process and offers suggestions but doesn't make you feel slighted if you don't agree. Craig has gone above and beyond to take my fledgling company under his wing and while all of this has been stressful, he has been a comforting presence. Always available and willing to help. I gladly recommend everyone to give them a try. You won't be disappointed!
- Nicole Schlosser, A Step Ahead IT
Fractional CFO
Fractional CFO
We go beyond the numbers
We speak the language of numbers fluently, and serve as interpreters for our clients. Translating the story behind the financials allows us to help guide your company to sustained growth and greater success. Most fractional CFO work is on a part time basis, but we follow-up and follow through with all projects. We thrive on intimately getting to know our clients and their numbers.
What We Do:
It’s difficult for someone to work on their organization, not in it. We want to create that opportunity for you through our fractional CFO services. As a fractional CFO, we can help you with:
> Cash flow issues
> Low gross margins
> High expenses
> Outgrowing existing systems
> Making cost cuts
> Navigating an audit
> Finding new financial opportunities
Fractional CFO services aren’t only for companies in financial stress. A fractional CFO should be coming alongside an organization and creating a cohesive strategy so the company can continually grow and expand, which is exactly what we do at The Bookkeeper.
Our Promise to You:
At The Bookkeeper, we understand that your doubt, anxiety and stress are impacting your day-to-day decisions. A change now will help you manage your emotions in the coming days, months and years.
Through our fractional CFO services, we will help your business overcome financial stress, prepare for future growth, implement new systems and strategies and navigate any mergers or acquisitions. We want to see your business grow and thrive both financially and operationally.
With a relationship built on trust, we will work together to find the best financial opportunities for you and your business. If you’re pursuing a merger or acquisition, a fractional CFO can be an incredible resource. We’ll look into your financials, as well as the company you are negotiating with. We’ll give you the necessary information to negotiate the best situation for your business based on solid financial information reviewed by experts.
Working with The Bookkeeper, you will see opportunities for the future, have clarity about your decisions and have a trusted team of financial experts to walk alongside you, reducing your stress and building solid financial safeguards for the future.
We Go Above and Beyond:
If your company currently has a full-time CFO, a fractional CFO can still be an incredible asset. A fractional CFO is to supplement and complement the current CFO, not replace them. We want to work with your company in a collaborative partnership because we firmly believe you know your organization’s vision and mission best.
We want to take your vision, mission and core values and collaborate with you on how to implement them in a way that builds the company’s annual revenue, reputation and overall profitability. Because we believe in full circle communication, as a fractional CFO, we will follow-up and follow through on all projects.
Our team is highly skilled and experienced in all aspects of bookkeeping, taxes and financial planning. We utilize our expertise and relationships in the financial industry to provide the most insight possible as a fractional CFO. We want to see you and your company succeed!
Through fractional CFO services, The Bookkeeper can guide you to sustained growth and greater success than your business has previously seen.
We go beyond the numbers
We speak the language of numbers fluently, and serve as interpreters for our clients. Translating the story behind the financials allows us to help guide your company to sustained growth and greater success. Most fractional CFO work is on a part time basis, but we follow-up and follow through with all projects. We thrive on intimately getting to know our clients and their numbers.
What We Do:
It’s difficult for someone to work on their organization, not in it. We want to create that opportunity for you through our fractional CFO services. As a fractional CFO, we can help you with:
> Cash flow issues
> Low gross margins
> High expenses
> Outgrowing existing systems
> Making cost cuts
> Navigating an audit
> Finding new financial opportunities
Fractional CFO services aren’t only for companies in financial stress. A fractional CFO should be coming alongside an organization and creating a cohesive strategy so the company can continually grow and expand, which is exactly what we do at The Bookkeeper.
Our Promise to You:
At The Bookkeeper, we understand that your doubt, anxiety and stress are impacting your day-to-day decisions. A change now will help you manage your emotions in the coming days, months and years.
Through our fractional CFO services, we will help your business overcome financial stress, prepare for future growth, implement new systems and strategies and navigate any mergers or acquisitions. We want to see your business grow and thrive both financially and operationally.
With a relationship built on trust, we will work together to find the best financial opportunities for you and your business. If you’re pursuing a merger or acquisition, a fractional CFO can be an incredible resource. We’ll look into your financials, as well as the company you are negotiating with. We’ll give you the necessary information to negotiate the best situation for your business based on solid financial information reviewed by experts.
Working with The Bookkeeper, you will see opportunities for the future, have clarity about your decisions and have a trusted team of financial experts to walk alongside you, reducing your stress and building solid financial safeguards for the future.
We Go Above and Beyond:
If your company currently has a full-time CFO, a fractional CFO can still be an incredible asset. A fractional CFO is to supplement and complement the current CFO, not replace them. We want to work with your company in a collaborative partnership because we firmly believe you know your organization’s vision and mission best.
We want to take your vision, mission and core values and collaborate with you on how to implement them in a way that builds the company’s annual revenue, reputation and overall profitability. Because we believe in full circle communication, as a fractional CFO, we will follow-up and follow through on all projects.
Our team is highly skilled and experienced in all aspects of bookkeeping, taxes and financial planning. We utilize our expertise and relationships in the financial industry to provide the most insight possible as a fractional CFO. We want to see you and your company succeed!
Through fractional CFO services, The Bookkeeper can guide you to sustained growth and greater success than your business has previously seen.
After years of doing it myself and making lots of mistakes, I was referred to Craig. What a relief. Craig is fun and easy to work with, explains things without making me feel stupid and charges me just for what I want and need.
- Maria Parker, CruzBike
Craig and his team have been so amazing supporting our small business. I don't know what we would do without their guidance. They are incredibly knowledgeable and our books are kept up to date. It's so nice to have someone you can trust to handle your books so you can concentrate on running your business. I highly recommend The Bookkeeper, they are fantastic.
- Lauryn Colatuno, Raleigh Night Market
Craig has been a great addition to my company. Craig is very dependable and knowledgeable about various funding options as well as overall business growth opportunities. I highly recommend Craig to any business looking for a dependable, productive, reliable bookkeeper.
- Terrill James, Insight Family Center LLC
I have been working with The Bookkeeper for 3 years now. Over the past 20+ years I’ve had other bookkeepers, but the level of care and expertise Craig’s team has provided me has no equal. When I ask for their advice on financial matters, they give timely thoughtful input that is very specific to my situation and based on analysis of my financial details. They have found multiple ways to save my companies money that I would not have thought to do. I feel they genuinely care about me, my family and my business. My financial health is significantly better since working with The Bookkeeper. HIGHLY recommend!
- Jim Miller, Durham Animal Hospital
Hiring The Bookkeeper to help us to get our finances in order was one of the BEST decisions we have ever made. Now, we have a clear understanding of our finances, which is allowing us to make better business decisions. I wish we had hired The Bookkeeper sooner. Trapp Insurance Group, would like to thank you Craig and crew for your hard work, service, and commitment.
- Carlos C. Mims, Trapp Insurance Group
Our office started using The Bookkeeper, and can't recommend Craig and Shelley any higher. Both are very professional, personable, knowledgeable and their clients become friends. I have recently contracted with them to also help me with our family business. I am so Thankful our Paths and have crossed, and look forward to many years of a business and personal relationship with them both.
- Marissa Stevenson, Western Wake Wellness
If I truly explained the love I have for this company, I'm not sure I'd be taken seriously. Craig and his team exude such a high standard of professionalism while remaining approachable. He takes the time to break down the process and offers suggestions but doesn't make you feel slighted if you don't agree. Craig has gone above and beyond to take my fledgling company under his wing and while all of this has been stressful, he has been a comforting presence. Always available and willing to help. I gladly recommend everyone to give them a try. You won't be disappointed!
- Nicole Schlosser, A Step Ahead IT
Bookkeeping
Bookkeeping
When it comes to bookkeeping,
We cover everything
The Bookkeeper offers full-charge bookkeeping and customized services that flow seamlessly with the business processes and unique circumstances of each client. With quality and dependability driving the foundation of our services, we understand the importance of maintaining accurate financial records.
What We Do:
At The Bookkeeper, we work intimately with your numbers to create the most comprehensive financial strategy possible. We look at the cohesive picture formed by the numbers and use that top-level information to formulate plans that strengthen businesses, working closely as a partner with the owners.
The Bookkeeper provides a consistent and reliable bookkeeping system that works efficiently and is organized, creating more business and financial opportunities in the future. Our services include:
> Billing for services provided or goods sold to clients
> Recording invoices
> Processing employees’ payroll
> Financial reporting
> Monitoring accounts receivable and accounts payable
Mergers and Acquisitions:
The Bookkeeper works alongside clients considering mergers and acquisitions, helping them prepare for any changes that could occur through a buying or selling process. In addition, we’ll find the company’s monetary worth to ensure you are receiving or presenting the most beneficial offer for your business.
Our bookkeeping services give us a cohesive picture of your business’s financial standings, enabling us to advise you in decisions based on your current finances and our projections for the company’s future.
The Bookkeeper team continually practices risk management so that a merger or acquisition can be in the best interest of the business’s future, both financially and operationally.
Our Promise to You:
Bookkeeping can be stressful and seem menial to the average business owner or executive. We’re here to create time for you to work on your business, not in your business. We pride ourselves on getting to know you and your organization intimately, so we can reduce stress and provide more opportunities.
Our team will review your business’s financials not only to continue providing cohesive, organized bookkeeping, but to aid in budgeting and cash flow, as well as cost reduction and avoidance. We will identify the data most relevant to the decision at hand so you can be confident in your financial choices.
The Bookkeeper wants to reduce stress and anxiety by taking over these seemingly mundane but incredibly important tasks.
We Go Above and Beyond:
The Bookkeeper will come alongside your business in financial planning, not just general accounting. We go above and beyond for our clients because we believe in full circle communication: we follow-up and follow through. With a team of professionals as your trusted partner, you can experience peace of mind as we guide you through the peaks and valleys of managing your day to day financial decisions.
We send quarterly and yearly reports to our clients and walk them through the numbers. We also come alongside management to discuss future financial goals and how The Bookkeeper can help your company accomplish them.
We want to see our clients succeed in all areas of their business, and that’s why we use your financial data to create improvements for your business as a whole. The Bookkeeper practices thorough bookkeeping, reporting, and analysis so you can make well-informed decisions whether you’re a brand new business owner or have been a CEO for years.
When it comes to bookkeeping,
We cover everything
The Bookkeeper offers full-charge bookkeeping and customized services that flow seamlessly with the business processes and unique circumstances of each client. With quality and dependability driving the foundation of our services, we understand the importance of maintaining accurate financial records.
What We Do:
At The Bookkeeper, we work intimately with your numbers to create the most comprehensive financial strategy possible. We look at the cohesive picture formed by the numbers and use that top-level information to formulate plans that strengthen businesses, working closely as a partner with the owners.
The Bookkeeper provides a consistent and reliable bookkeeping system that works efficiently and is organized, creating more business and financial opportunities in the future. Our services include:
> Billing for services provided or goods sold to clients
> Recording invoices
> Processing employees’ payroll
> Financial reporting
> Monitoring accounts receivable and accounts payable
Mergers and Acquisitions:
The Bookkeeper works alongside clients considering mergers and acquisitions, helping them prepare for any changes that could occur through a buying or selling process. In addition, we’ll find the company’s monetary worth to ensure you are receiving or presenting the most beneficial offer for your business.
Our bookkeeping services give us a cohesive picture of your business’s financial standings, enabling us to advise you in decisions based on your current finances and our projections for the company’s future.
The Bookkeeper team continually practices risk management so that a merger or acquisition can be in the best interest of the business’s future, both financially and operationally.
Our Promise to You:
Bookkeeping can be stressful and seem menial to the average business owner or executive. We’re here to create time for you to work on your business, not in your business. We pride ourselves on getting to know you and your organization intimately, so we can reduce stress and provide more opportunities.
Our team will review your business’s financials not only to continue providing cohesive, organized bookkeeping, but to aid in budgeting and cash flow, as well as cost reduction and avoidance. We will identify the data most relevant to the decision at hand so you can be confident in your financial choices.
The Bookkeeper wants to reduce stress and anxiety by taking over these seemingly mundane but incredibly important tasks.
We Go Above and Beyond:
The Bookkeeper will come alongside your business in financial planning, not just general accounting. We go above and beyond for our clients because we believe in full circle communication: we follow-up and follow through. With a team of professionals as your trusted partner, you can experience peace of mind as we guide you through the peaks and valleys of managing your day to day financial decisions.
We send quarterly and yearly reports to our clients and walk them through the numbers. We also come alongside management to discuss future financial goals and how The Bookkeeper can help your company accomplish them.
We want to see our clients succeed in all areas of their business, and that’s why we use your financial data to create improvements for your business as a whole. The Bookkeeper practices thorough bookkeeping, reporting, and analysis so you can make well-informed decisions whether you’re a brand new business owner or have been a CEO for years.
After years of doing it myself and making lots of mistakes, I was referred to Craig. What a relief. Craig is fun and easy to work with, explains things without making me feel stupid and charges me just for what I want and need.
- Maria Parker, CruzBike
Craig and his team have been so amazing supporting our small business. I don't know what we would do without their guidance. They are incredibly knowledgeable and our books are kept up to date. It's so nice to have someone you can trust to handle your books so you can concentrate on running your business. I highly recommend The Bookkeeper, they are fantastic.
- Lauryn Colatuno, Raleigh Night Market
Craig has been a great addition to my company. Craig is very dependable and knowledgeable about various funding options as well as overall business growth opportunities. I highly recommend Craig to any business looking for a dependable, productive, reliable bookkeeper.
- Terrill James, Insight Family Center LLC
I have been working with The Bookkeeper for 3 years now. Over the past 20+ years I’ve had other bookkeepers, but the level of care and expertise Craig’s team has provided me has no equal. When I ask for their advice on financial matters, they give timely thoughtful input that is very specific to my situation and based on analysis of my financial details. They have found multiple ways to save my companies money that I would not have thought to do. I feel they genuinely care about me, my family and my business. My financial health is significantly better since working with The Bookkeeper. HIGHLY recommend!
- Jim Miller, Durham Animal Hospital
Hiring The Bookkeeper to help us to get our finances in order was one of the BEST decisions we have ever made. Now, we have a clear understanding of our finances, which is allowing us to make better business decisions. I wish we had hired The Bookkeeper sooner. Trapp Insurance Group, would like to thank you Craig and crew for your hard work, service, and commitment.
- Carlos C. Mims, Trapp Insurance Group
Our office started using The Bookkeeper, and can't recommend Craig and Shelley any higher. Both are very professional, personable, knowledgeable and their clients become friends. I have recently contracted with them to also help me with our family business. I am so Thankful our Paths and have crossed, and look forward to many years of a business and personal relationship with them both.
- Marissa Stevenson, Western Wake Wellness
If I truly explained the love I have for this company, I'm not sure I'd be taken seriously. Craig and his team exude such a high standard of professionalism while remaining approachable. He takes the time to break down the process and offers suggestions but doesn't make you feel slighted if you don't agree. Craig has gone above and beyond to take my fledgling company under his wing and while all of this has been stressful, he has been a comforting presence. Always available and willing to help. I gladly recommend everyone to give them a try. You won't be disappointed!
- Nicole Schlosser, A Step Ahead IT
Quickbooks
Quickbooks
Many companies use Quickbooks.
Few use it as well as we do.
Though we work with a multitude of programs, QuickBooks is, by far, the most popular accounting software in the United States. While we are no longer providing service for desktop clients we are happy to aid in conversion and ongoing services to a cloud-based option. We are QuickBooks Certified ProAdvisors and offer services including:
> FREE QuickBooks Online for all new clients
> QuickBooks® set-up and upgrades (cloud-based options only)
> Employee training sessions (group or individual)
> QuickBooks® support
> Customized QuickBooks® form templates (i.e. estimates, invoices, account statements, or sales receipts)
> Customized QuickBooks® reports
> Remote maintenance through QuickBooks Online Accountant®
> Heavily-discounted QuickBooks® software for clients



