01
Bookkeeping
Every account reconciled and every transaction coded, every month.
Turnkey CFO Bookkeeping, payroll and reporting
Books you can trust. Numbers you can use.
Bookkeeping, payroll, 1099, AP and AR, the monthly close and reporting, plus reporting and advisory support for the clients who want it.
01 What it fixes
Where the books slip.
For companies, churches and nonprofits that need clean books, payroll on time and numbers they can act on.
What it fixes
The books run behind
Statements show up weeks late, so decisions get made on guesses.
Bills and payroll eat the week
Paying vendors, chasing receipts and running payroll land on the owner.
Nobody explains the numbers
Reports arrive, but no one says what changed or what to do next.
02 What's included
What Turnkey CFO covers.
What we do
02
Monthly close
A close on a set calendar, reviewed before it reaches you.
03
Payroll
Payroll run on schedule, with approvals done ahead of pay day.
04
1099
Contractor records kept all year and 1099s prepared on time.
05
AP and AR
Bills paid on approval, invoices sent and balances followed up.
06
Reporting
A monthly dashboard with revenue, spending, cash and the trend.
07
Reporting and advisory support
Budgets, cash forecasts and a plain read on the numbers, for clients who want it.
08
Your CPA, kept in the loop
Books kept tax ready. Tax and legal questions go to your CPA or attorney.
03 How it works
One path, owned end to end.
- Access and cleanup
- Transactions coded
- Accounts reconciled
- Close reviewed
- Reports delivered
- Questions answered
04 Proof
What a Turnkey CFO client opens each month.
The monthly dashboard Turnkey builds for its bookkeeping clients: revenue, spending, cash and the trend behind them, plus every statement ready to download. Shown with sample data for a fictional company.
Client financial dashboard
Cash over time
Clients In their words
What clients say.
Turnkey CFO clients, quoted as published on turnkeycfo.com.
Really encouraging to see everything tied out at the bank and the adjustments all traced. Great work.
Phenomenal working with Turnkey CFO. Our finances have never been clearer.
You have LITERALLY changed my life… there is Jesus, then my wife, then you!!
THANK YOU SO MUCH!! I have been looking for a true finance partner like this!
You have been unbelievably helpful!! THANK YOU.
Christy Executive Director · Village of Hope MauiThanks Ricky. You're the best.
Tawnya Village of Hope MauiThank you so much!! This is all great. I really appreciate it!
Alexandra Owner · Soularis
05 How it starts
The first ninety days.
Phases overlap on purpose. Timing follows your priorities, access and decisions. After day 90 we keep running the work and report on it every month.
The first ninety days
- 30daysSet up
Access, a cleanup plan and the first reconciled month.
- 60daysRunning
Close calendar running, with payroll and bill pay on approvals.
- 90daysSteady
A monthly dashboard and a review rhythm you can count on.
06 Questions
Straight answers.
01Do you do our taxes?
No. We keep the books tax ready and work alongside your CPA. Tax and legal questions go to your CPA or attorney.
02Which accounting software do you use?
We work in QuickBooks Online. If you use something else, we'll talk through it on the first call.
03Can you catch up books that are behind?
Yes. We scope the cleanup first, then start the monthly close on a set calendar.
04Do you work with churches and nonprofits?
Yes. We keep restricted and general funds separate and prepare the reports your board reviews.
Next Fifteen minutes
See if Turnkey CFO fits.
Fifteen minutes with Ricky on what's taking your time and where this service would start.