Bookkeeping that helps you make better decisions

Beyond the Books provides reliable bookkeeping and light financial consulting for small businesses. We keep your numbers clean, current, and ready so you can focus on growth.

Monthly reconciliation & financial statements
AR/AP & invoice management
Catch‑up & cleanup projects
Payroll coordination

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Who We Are

At Beyond the Books, we go further than balancing ledgers and filing reports—we help businesses make confident financial decisions.

Our story begins in Tucson, Arizona, with a father and daughter team who share a passion for turning numbers into strategies.

Our founder brings over 20 years of experience as a financial operator for multimillion-dollar companies. From managing complex budgets to guiding executive teams, he’s built a career on providing clarity, stability, and growth where it matters most.

Together, we combine proven expertise with forward-thinking solutions. Whether you need bookkeeping, accounting, financial analysis, or contracted CFO services, Beyond the Books is here to help you not just track your numbers—but truly understand them.

And because smart financial management should also feel rewarding, you’ll spot our little piggybank mascot throughout the site—reminding you that with the right strategy, “bringing home the bacon” is only the beginning.

520-230-5644

Our Service Packages

Basic Package

Includes:

Monthly bookkeeping: bank & credit-card reconciliation for up to ~100 transactions per month
Simple income & expense tracking
Basic financial report once a month (Profit & Loss, simple Balance Sheet)
Email + limited phone support
Piggybank-friendly clean-ups (we’ll help “bring home the bacon” by making sure nothing leaks)

Price: $250 – $400 / month

Standard Package

Everything in Basic, plus:

Accounts Payable & Receivable tracking
Payroll reconciliation/payroll support (if applicable)
More frequent oversight of financials (cash flow summary, quarterly forecasting)
More bank/credit-card/account integrations (up to 3–5 accounts)
Quarterly reviews + advice on trends and opportunities

Price: $500 – $800 / month

CFO Package

Everything in Standard, plus:

Fractional CFO services: strategic guidance, budgeting & forecasting, financial modeling, margin analysis, KPI development
Monthly or bi-monthly meetings to review financial health & make decisions
Setup or refinement of internal controls & systems
Cash flow management & scenario planning
Support with investor or board reporting if needed

Price: $1,000 – $2,500+ / month

Why Hire a Pro

Save Time and Stress

Business owners spend 10-15 hours per month on bookkeeping tasks. By hiring a professional, you get that time back to grow the business.

Accurate & Compliant

Manual bookkeeping error rates are around 1-3%, which can lead to thousands in tax penalties or missed deductions.

Clear Financial Insights

Small businesses that outsource bookkeeping can reduce operational costs by up to 30%, and gain better real-time visibility into their cash flow, helping avoid surprises.

Long-Term Savings

One case study showed a company with $15M in revenue lost $250,000 annually due to missed deductions, incorrect expense classification, payroll tax mistakes, and delayed financials — all of which better bookkeeping would have prevented.

When you partner with a financial analysis pro, you’re not just organizing receipts — you’re protecting your wallet, freeing up your hours, and making sure you bring home more bacon without the burn from penalties or missed opportunity.