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We run the monthly books, the cleanup, payroll, 1099s and AP for your clients, then hand you reconciled, tax-ready files in January. We never prepare a return, so the client and every piece of tax work stay yours.
Bring one client you would rather not keep the books for. No pitch unless you ask for one.
So here is what our clients actually say. Real notes, sent after we cleaned up their books.
"THANK YOU SO MUCH!! I have been looking for a true finance partner like this!"
Three years of books rebuilt clean. Monthly close now lands by day 5.
"Phenomenal working with Turnkey CFO. Our finances have never been clearer."
Giving trends, fund balances and ministry spend, finally visible to leadership.
"Really encouraging to see everything tied out at the bank and the adjustments all traced. Great work."
A full deep dive on one account, every adjustment traced back to the bank.
"You have been unbelievably helpful!! THANK YOU."
Multi-fund nonprofit books cleaned up. Monthly close cut from three weeks to under one.
"Turnkey handles all of it and I never think about the books. Easiest decision we made."
Full books and reporting, handled end to end.
"Multiple companies, and every set of books is clean and current. They just handle it."
An 11-company group closed every month, entity by entity.
"Thanks Ricky. You're the best."
A monthly financial dashboard the whole leadership team actually reads.
"The budget and dashboard work has changed how our team leads."
A full 2027 budget build and a live dashboard for the whole church.
"Thank you so much!! This is all great. I really appreciate it!"
Payroll handled end to end, questions answered the same day.
"Clear, on time, every month. Exactly what we needed."
Monthly P&L and balance sheet, delivered on schedule.
What sets Turnkey apart is that they don't simply manage our books, they partner with us. They've worked alongside me and my team to develop customized budgets, reporting dashboards, and tools that provide real-time insight without hours of digging through spreadsheets.
When I call Turnkey, I'm not speaking with a different person each time or having to re-explain our organization. I know exactly who I'm working with, and they know our financial history, our goals, and our unique needs. That consistency has built a level of trust and confidence that is difficult to find.
Ricky has been exceptional throughout, taking time to customize reports for our board, hopping on Zoom calls, walking through financials, and making sure our leaders have the clarity they need.
Turnkey CFO is an Austin bookkeeping firm that works as an outsourced back office and referral partner for CPA firms. You refer the bookkeeping, or place a client's books with us. We run the monthly close and return tax-ready books each January. You keep the client and every piece of tax work.
The client who shows up in March with a shoebox, or the one whose monthly books are eating a senior's hours at a bookkeeper's rate. Introduce them to us. We scope it, price it, and send you a copy of the engagement letter.
Your firm wants to offer monthly bookkeeping without staffing it. We run the close, the payroll, the 1099s and the bill pay behind you. You decide who the client hears from: us directly, or you with our package in hand.
On independence and disclosure: if your firm performs attest work for that client, the independence rules generally point toward declining the fee. We are pointing at the citations, not advising you. See AICPA Code 1.520 and Texas Rule 501.71, and talk to your state board.
Your referred client opens this every day instead of calling you in July to ask how the year is going. You can have a view of it too.
Every transaction categorized, every account reconciled, books closed on a fixed business-day schedule. An accounting lead reviews the close before it reaches you or the client.
Years behind is most of what we inherit. We rebuild from the bank and card statements, reconcile each year to the filed returns where they exist, and hand you a file your team can prepare from. Scoped separately from the monthly work, with a written finish date.
Payroll on the client's schedule, contractor records kept clean all year, 1099-NECs filed by January 31, bills paid and invoices tracked. January stops being a scramble for everyone.
We never do it. No returns prepared, reviewed or signed, ever. Every engagement letter we write sends tax questions back to the client's CPA by name. That is what makes us safe to refer to.
There is no tax practice on the other side of this handoff. That is the whole design.
Year-end balance sheet and profit and loss with the prior year beside them. Loan and card balances tied to statements. A fixed-asset list.
By late JanuaryPayroll tied to the W-3. 1099-NECs filed by January 31. Contractor records kept clean all year rather than reconstructed in a week.
By January 31One page of everything we could not resolve without you or the client, so your preparer knows the exposure before they open the file.
With the packageFifteen minutes. Bring the one file that is costing your team the most hours at the lowest rate. We will tell you what it takes to fix and maintain it.
Construction, steel fabrication, coffee and retail groups, counselors, churches and nonprofits. Clients in Texas and Hawaii, closed every month and handed off clean.
Three years of books rebuilt clean - monthly close now lands by day 5.
Giving trends, fund balances, and ministry spend - finally visible to leadership.
Multi-fund books cleaned up; monthly close cut from three weeks to under one.
Board-ready monthly financials with clean AP and payroll.
Fresh giving intelligence and clean fund accounting, every single week.
A 13-entity family of companies under one clean, on-time close.
AR, invoicing, and cash-flow visibility rebuilt from the ground up.
Tell us where the books stand. We tell you exactly what it takes to fix and maintain them. No pitch deck, no pressure.
Day 1We review your QuickBooks file or set one up, connect accounts securely, and map your close calendar.
Days 2 to 5Your dashboard goes live, your first close lands on schedule, and you stop guessing what the numbers mean.
Within 2 weeksWe started with Central Texas tax practices because that is where our clients file. Everything runs on QuickBooks Online, Gusto, Ramp and Bill.com, so a firm in Denver or Nashville gets the identical monthly close and January handoff. We already serve clients in Texas and Hawaii.
