Aligned CFO
Accounting and Bookkeeping Services for Small Businesses
Every well-run business has accurate bookkeeping and proactive accounting at its core. With our trustworthy and personalized Accounting and Bookkeeping Services, Aligned CFO helps small business owners get organized, make informed decisions, and grow with confidence.
For more than 20 years, we have been supporting service-based businesses from Phoenix, Arizona across the country with their finances to help save time, reduce stress, and keep their businesses financially healthy, not just at tax time but all year round.
Why Bookkeeping for Your Business is Important
Staying on top of your financials is key to building clarity and confidence and making smart, informed decisions. Whether you have just started your business or are a growing one, it’s good to have a trustworthy accounting partner who ensures every financial detail is managed accurately.
Many small business owners keep their own books or hand them off to someone untrained. Even if it appears cost-effective at first glance, neglecting your accounting invites errors, cash flow issues, and missed opportunities.
That’s why Aligned CFO offers accounting and bookkeeping services tailored to your unique needs. This allows you to focus on running your business while we handle the numbers.
3 Mistakes You May Be Making With Your Bookkeeping
Download the list of common mistakes business owners make with their bookkeeping.
What You Can Expect From Our Accounting and Bookkeeping Services
We provide full-service, personalized support to help you track performance, stay compliant, and make confident decisions backed by clear data. Just a few of the services we offer relating to accounting and bookkeeping include:
- Monthly Bookkeeping: We manage your monthly transactions, reconcile the accounts, categorize the expenses and keep your records accurate and up-to-date.
- Regular Financial Reviews: We meet with you regularly to review your financial reports, uncover insights, and provide guidance on how to move your business forward with confidence.
- Financial Statements and Reporting: You’ll receive clear and concise financial statements, including income statements, balance sheet, and cash flow, so you always know where you stand.
- Accounting Software Setup and Support: We assist you in selecting and optimizing the best systems, so you will have a streamlined workflow and accurate data from day one.
- Financial Analysis: Learn how to read your numbers like an expert, spotting trends, cutting costs, and boosting profits through financial analysis.
- Payroll Services: We help you set up and manage your payroll so that your team gets paid on time and accurately while you remain fully compliant.
- Sales Tax Services: We handle the tracking, filing, and compliance details of your sales tax obligations, so you can operate with confidence and peace of mind. Business Bookkeeping client ONLY.
- Profit First Integration: As a Certified Profit First Professional firm, we can implement and manage your bookkeeping using the Profit First system. This system helps you prioritize profit, build cash flow, and grow a healthier business.
What Your Balance Sheet Is Really Telling You
Why Small Business Owners Trust Stacy Lang With Their Books
At Aligned CFO, we blend deep financial expertise with a personalized, values-driven approach that makes our clients feel supported and confident. As a CPA-owned and woman-owned firm with locations in Phoenix, AZ, and Washington, we serve a wide range of service-based businesses, including consultants, therapists, educators, and entrepreneurs, with care, clarity, and results.
When you work with us, you gain more than just a bookkeeper – you become a strategic financial partner. Our team takes the time to understand your business, explain your numbers, and help you use them to make better, faster decisions.
Let’s Talk About Your Financial Systems
Want the full picture of how we can support your business?
Download our complete service menu and receive insights into pricing, packages, and how to get started.
Behind the Books
Videos to Clarify Your Numbers and Strengthen Your Strategy
Looking for quick, actionable tips to better manage your business finances? Explore our video library for expert insights on budgeting strategies, improving cash flow, planning for growth, and making better financial decisions.
What does your balance sheet tell you?
Stop Bank Balance Accounting
TESTIMONIALS
I use them for my small business. Not only do they do the work and do it well, but they help guide me and keep me on track with all things business finance related. I cannot recommend Stacy and her team enough!
Stacy is very professional and knowledgeable. Her office is friendly and provides a lot of flexibility. If you are looking for a rational, caring individual who looks out for the best interest of her clients, look no further. And she is a local, female, small business owner!
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