Our clients are the priority

Whether you are a small to mid-sized business or a nonprofit agency, we are committed to exceeding the needs of our clients and we pride ourselves on telling your financial story in clear and transparent terms. We share your vision of growth and are here to effectively and efficiently meet your objectives.

I really admire you and your services! I trust you, I like working with you, and I know I am in capable hands.
— Mike D.


Business owners

Just starting
Only need 1-5 hours a month of bookkeeping? Capital CFO’s boutique experience means no company is too small. Let an expert in the field save you time, money, and stress.

On my own
You didn’t start your company to be a bookkeeper, we did. Most companies do not need full-time staff or department but that doesn’t mean you have to do it all.

We provide
Accurate set up or review of your current database, 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, financials 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.

Our experts
You need a professional on your side handling your finances but not necessarily full-time. Our bookkeepers and CFOs are here to help you sell your mission and vision.

We provide
Budget preparation and management, cash flow and end of the year projections, timely presentation of financials, vouchering and AR/AP management.

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


Larger scale

A few hours goes a long way
Larger companies seek our services as an extra set of hands to launch a project, get caught up, or help through transitions. A few extra hours may be all you need!

Going from full to part time
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 that have extensive finance departments and need a few extra hours of assistance to put their financial pieces together.


Families and individuals

Why set a budget?
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.

Your goals
Looking to reduce your debt, or save for a vacation? Want to not 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 simple and realistic for you.

I want to thank Sabrina and the team. You guys have worked so hard on our account and got us to the end of a long process with ease.
— Mike M.

we put you and your needs first

Capital CFO provides you with the financial expertise you need in order to establish and/or grow your company. Our team provides our clients with the expert knowledge to alleviate stress, time, and inefficiencies. We offer a higher level of service and personal attention to detail and we cater to every client in order to develop a lasting and rewarding relationship. We put you and your needs first and at Capital CFO, we work in your business so you can work on it.