Trusted by 100+ businesses since 2012

All Books & Finances Handled For Your Consulting Firm In Less Than 30 Days

Built for $1M–$10M revenue consulting firms. We combine expert talent, proven workflows, and best-in-class tools to take finance off your plate.

We only accept 4 new clients per month to keep onboarding quality high.

 
 

98% Client Retention – We're Here for the Long Term

 

Buried in Back Office Work and Still Guessing at Margins?

✖️ Still stuck sending invoices, chasing receipts, or handling financial admin

✖️ Books are weeks (or months) behind, and tax time’s a scramble

✖️ Reports are late or missing key metrics like margins by client/project

✖️ Complex POs and billing aren’t tracked cleanly

✖️ No one’s following up on unpaid invoices (so cash gets tight)

 

We Take Finance Off Your Plate — Properly

✔ Your books, invoicing, payroll, and AR — all handled by a dedicated finance team

✔ Custom reports that track margins, project profitability, and key consulting KPIs

✔ Always-up-to-date books — ready for tax time, and monthly planning

✔ Complex billing and POs tracked cleanly, and cash collected faster

 Your First 30 Days with Scalability

Let’s figure out your biggest financial pain point, and start solving it this week.

 Proven Client Results

 

Client Case Study Highlights

 

Mark’s Story - CEO no longer touches invoicing, books, or payroll

✔ Enterprise PO workflows managed

✔ Books always up-to-date

✔ Fully offloaded back office

 

Scott’s Story - Set up to scale from Day 1

✔ Clear, organized finances year-round

✔ Stress-free year-end

✔ A strong financial system built to support growth into new regions

“Scalability catches issues before I do, which is a relief. It’s seamless, it’s easy.”
— Scott Ely, Owner
 
 

CCA Saves 75% on bookkeeping & finance

✔ Handle all bookkeeping and monthly financial reporting

✔ Sped up cash collection time

✔ Ongoing controller and strategic support for long-term success

 

 FAQ

  • We work best with consulting firms doing between $1M–$10M in annual revenue, especially those growing quickly or struggling to keep up with their financial admin. If you’re earlier-stage but growing fast, we’re still happy to chat.

  • No, you do not need to switch. We work with QuickBooks, Xero, Wagepoint, Gusto, ADP, Dext, Plooto, and many other accounting and finance softwares. If your setup is messy or out of date, we’ll help clean it up—we don’t force you to change platforms.

  • We only onboard 4 new clients per month to keep quality high. If we have availability, we can kick off right after your call. If not, we’ll make sure you're first in line for the next opening. After a short kickoff meeting, we’ll get access to everything we need, and you’ll start seeing real progress within the first week.

  • Yes, you’ll get a dedicated account manager, a backup account manager, and a senior manager for escalations. This is how we ensure you’re never left hanging.

  • We offer flat-rate monthly pricing, customized based on the scope of work and level of support you need. Pricing starts at $1,250/month, and after our call, we’ll send you a proposal with exact pricing.

  • No problem, we can either take over completely or work alongside your existing team.

Ready to get all day-to-day finances off your plate?

Real-time bookkeeping, streamlined systems, and financial clarity — all in under 30 days.