Episode 2: Defining Bookkeeping, Clean-Ups, Catch-Ups, & CFO Services
The Accounting Edit: Redefining what financial support looks like for small business owners.
We’re back!
Episode 2 of The Accounting Edit is live, and we’re diving into a big one—services. Specifically, what good financial support actually looks like for small business owners.
In this episode, we pull back the curtain on the real work that goes into keeping businesses financially healthy—from full-service bookkeeping to cleanup projects and fractional CFO support. It’s not just data entry. It’s thoughtful, strategic work that helps business owners stay on track and make confident decisions.
🎙 Listen to Episode 2: Bookkeeping, Cleanups & CFO Services
In this episode, we talk about:
What full-service bookkeeping actually includes
How tools like QuickBooks and Xero streamline the process
Why monthly support often leads to better financial health than quarterly check-ins
What to expect from a cleanup or catchup
What fractional CFO services really look like in a small business
Why strategic finance isn’t just for big companies
Whether you’re a founder trying to stay organized or an accountant defining your service offerings—this episode offers honest insight into what financial support should look like.
New episodes every other week
We’ll keep sharing the behind-the-scenes of running our firms: pricing, tech, marketing, mindset, and everything in between.
Thanks again for being here with us.
Find us online:
Aminder Mann, CPA
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: Sequoia CPA
Leah McCool
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: Leah McCool
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