You Have a Bookkeeper. You Don’t Have a CFO.

If Any of This Sounds Familiar, Your Books Are Behind Your Business

• Your financials land three weeks after close, and by then the decision is already made.
• Someone asks what your gross margin is by service line and you have to go build a spreadsheet to find out.
• You have been profitable on paper and tight on cash in the same month, and nobody could explain why.
• Your bookkeeper is accurate and responsive, and still cannot tell you what to do next.
• You are making six and seven figure decisions off a bank balance and a gut feel.

None of that means your bookkeeper is bad. It means bookkeeping was never designed to answer those questions.

Bookkeeping Tells You What Happened. That Is Not the Same as Knowing What to Do.

A bookkeeper records the past accurately. That work matters and you should keep paying for it.

But recording is not analysis. Categorized transactions do not tell you which of your revenue streams is quietly losing money, when you are going to run out of cash, or whether you can afford the hire you are about to make.

That gap is where most businesses in your range stall. Not because the owner is not smart, but because nobody is turning the numbers into decisions.

That is the job I do.

The Business Books Health Check

Before anyone talks about engagements or retainers, I look at your actual books and tell you what I find.

You give me read only access to your QuickBooks or Xero file. I spend real time in it. Then we get on a call for 30 minutes and I walk you through exactly what is working, what is broken, and what it is costing you.

If there is a fit after that, we talk. If there is not, you keep the findings and you are better off than you were.

What Comes Out of the Health Check

Charles Michael Gonzalez

I have spent 15 years inside accounting operations, not on the outside advising about them. I have run month end close, rebuilt broken chart of accounts structures, and cleaned up books that had not been reconciled in over a year.

I worked at Intuit as QuickBooks ProAdvisor Lead from 2021 to 2022, which means I know QuickBooks Online at a level most advisors do not. I am certified in both QuickBooks Online and Xero. I have handled accounting at enterprise scale at FirstService Residential, one of the largest operators in North America.

I hold a BBA with a double major in Accounting and Management Information Systems and an MBA in Business Intelligence and Analytics. I am not a CPA. If you need audit or tax representation, I will tell you that directly and point you to someone who does it.

What I do is make your numbers usable.

The Track Record Behind It

This is not theory. At FirstService Residential, one of the largest operators in North America, I managed the accounting on a portfolio of 50 entities generating $200 million in recurring revenue. Enterprise scale, hard deadlines, and no room for a sloppy close.

When I took it on, month end close ran four days. I rebuilt the process and brought it to one. That is the same work I do for you: take an accounting function that is slow and behind the business, and turn it into one that closes fast and tells you the truth on time.

And this is not only enterprise work. At Intuit, as QuickBooks ProAdvisor Lead, I ran full cycle accounting for a portfolio of 25 small and mid sized businesses across a wide range of industries. That is the same kind of owner operated company you run, so I have already seen how the books behave in dozens of them, not just one.

Fair Questions