Bookkeeping & monthly close
Accurate categorization, reconciliations, and a full monthly close package — P&L, balance sheet, cash flow, and trend analysis with written commentary.
Small business bookkeeper · Austin, TX & nationwide
Bookkeeper for small businesses — Austin, TX.
Most founders get a static PDF 30 to 60 days late, skim it, and still guess what to do next. TurnkeyCFO is an Austin-based bookkeeping service that gives you clean books, monthly close, payroll, 1099, and live dashboards — so the numbers are actually useful. Looking for a bookkeeper near me? We serve clients locally in Austin and virtually across the country.
Ricky West — Founder
Austin-based operator who built TurnkeyCFO to give owners real financial clarity — clean books, fast response, and a partner who actually knows your numbers.
10+active clients
100%retention
3.1hsaved per week
24hrresponse time
Bookkeeping, payroll, 1099, AP/AR, and monthly close for founder-led businesses, nonprofits, and service teams. For tax or legal questions — talk to your CPA or attorney.
Book your 15-minute intro call.
Pick a time right here. If you want a quick range before we talk, open the instant estimate first.
Stop getting PDFs. Start getting answers.
Static reports tell you what happened after the month is over. Live dashboards and monthly commentary tell you what is moving now, where cash is headed, and what needs your attention next.
What changes with TurnkeyCFO
What most bookkeepers send
- Static PDF in your inbox
- Read-only reporting delivered late
- No drill-down, KPI view, or cash context
- No commentary on what changed
What TurnkeyCFO gives you
- Live dashboards that stay current
- Monthly close package with commentary
- Trend analysis, cash flow, and KPI visibility
- Clean books you can actually trust
Every client gets a custom financial command center built around their business, not a generic template.
See a live dashboard exampleEverything you need. Nothing you don't.
Bookkeeping done right — clean books, clear numbers, and the monthly reporting you actually want.
Payroll, 1099 & AP/AR
Payroll processing, contractor 1099 management, accounts payable, and accounts receivable — handled so you're not the one chasing it.
Live financial dashboards
A custom command center updated in real time with KPI scorecards, charts, drill-down views, and mobile-ready visibility for the numbers your team actually uses.
Tax filings and legal matters — we'll coordinate with your CPA or attorney. TurnkeyCFO doesn't give tax or legal advice.
Why owners switch
These are the moments that usually trigger the move away from stale PDFs and into real bookkeeping with live visibility.
"Our finances have never been this clear."
Instead of guessing through reports, you can finally see what changed, why it changed, and what needs attention next.
"I finally feel like I have a finance partner."
It stops feeling like basic bookkeeping support and starts feeling like someone actually knows your numbers.
"This feels bigger than bookkeeping."
Clean books and reporting, plus visibility, commentary, and a clearer path forward every month.
What clients say
Real outcomes from founder-led businesses, nonprofits, and service teams.
★★★★★
"THANK YOU SO MUCH!! I have been looking for a true finance partner like this!"
Rebuilt three years of books, set up a live cash + revenue dashboard, and moved monthly close to day 5.
Lauren CEO · The Harbour Company★★★★★
"Phenomenal working with TurnkeyCFO — our finances have never been clearer."
Unlocked visibility into giving trends, fund balances, and ministry spend we'd never had before — now we lead with insight instead of guessing.
Dakota Lead Pastor · Heirloom Church★★★★★
"You have been unbelievably helpful!! THANK YOU."
Cleaned up multi-fund nonprofit books across programs and cut monthly close from 3 weeks to under a week — with donor-ready reporting.
Christy Director · Village of Hope Maui★★★★★
"I didn't know bookkeepers could be this awesome!"
Stood up full bookkeeping, payroll, and 1099 workflow in week one — so the team stayed focused on shipping, not chasing receipts.
Jake Founder · Build AIUp and running in days, not months.
The process stays simple so you can get clarity fast.
Assessment
We learn the business, identify the bookkeeping gaps, and scope only what you need.
Access
We connect accounts, clean historical data, and get the bookkeeping foundation right.
Live visibility
You get monthly close, dashboards, and a finance partner who knows your numbers.
Common bookkeeping questions answered.
Straight answers to what small business owners and nonprofit teams actually want to know before hiring a bookkeeper.
Do you offer bookkeeping near me, or is this fully remote?
TurnkeyCFO is based in Austin, TX and works with clients both locally and nationwide. Our service is fully virtual — you get the same clean books, live dashboards, and 24-hour response time whether you're in Austin or running a business across the country.
How much does monthly bookkeeping cost for a small business?
Pricing depends on your transaction volume, number of accounts, and which services you need (bookkeeping only vs. bookkeeping + payroll + 1099). Use the Instant Estimate tool on this page to get a real price range in about 60 seconds — no call required.
What's included in your monthly bookkeeping services?
Every engagement includes accurate transaction categorization, bank and credit card reconciliations, a full monthly close package (P&L, balance sheet, cash flow statement), and written commentary on what moved and why. Most clients also add payroll, 1099 management, AP/AR, and a live financial dashboard.
What's the difference between a bookkeeper and a CPA?
A bookkeeper handles day-to-day financial recordkeeping — categorizing transactions, reconciling accounts, running payroll, and producing monthly financial statements. A CPA handles tax preparation, tax strategy, and filing. TurnkeyCFO does the bookkeeping and coordinates with your CPA for tax filings — keeping your books filing-ready year-round.
Can you clean up messy or behind-on books?
Yes — catch-up bookkeeping is one of the most common first projects. We've rebuilt books three years behind, untangled multi-entity messes, and cleaned up misclassified transactions going back to day one. We scope the cleanup, give you a clear estimate, and get you current before setting up the ongoing monthly workflow.
Do you work with nonprofits and churches?
Yes. TurnkeyCFO works with nonprofits, churches, and faith-based organizations — including fund accounting, donor-restricted fund tracking, clergy housing allowance payroll, and 1099s for guest speakers. We have a dedicated church bookkeeping page with full detail.
How quickly can we get started?
Most clients are fully onboarded within 1–2 weeks. 15-minute intro call → we connect to your accounts → clean historical data → monthly close and dashboard live. No long ramp-up, no month-long onboarding projects.
Do you handle payroll and 1099s, or just the books?
Both. TurnkeyCFO handles payroll processing (through Gusto or your existing provider), contractor 1099 management (W-9 collection, threshold tracking, year-end filing), accounts payable, and accounts receivable. Most clients use us as their complete back-office finance team.
Ready to clean this up?
Use the pricing estimator to get a quick range, then book the call above when you're ready to talk through fit and scope.