Fort Lauderdale Bookkeeping & CFO Services | Books by Axis
Empower Your Business with Expert Financial Management
Reliable monthly bookkeeping with consistent schedules, automated reminders, error-free reconciliation, and forward-thinking CFO guidance - so you're always prepared for loans, investments, or growth opportunities.
You Deserve Systems That Scale With You
Smart entrepreneurs scale systematically, not frantically. I create financial systems that expand seamlessly with your success.
Outsourced Bookkeeping and CFO Services that Unlock Your Business Potential
Get organized financials plus forward-looking insights that elevate your business decisions and fuel strategic growth.
Monthly Bookkeeping
Clean, organized financial records so you can make informed business decisions anytime. No more guessing where your money went or scrambling during tax season.
Financial Cleanup & Setup
Transform your messy books into organized, accurate records that make sense. Perfect for businesses that need to get their finances in order before moving forward.
Fractional CFO Guidance
Strategic financial advice and forward-thinking decision-making when you need it most—hiring, equipment purchases, growth planning, tax positioning. Get expert guidance without the full-time cost.
Strategic Financial Support from Anywhere You Do Business
From our Fort Lauderdale location, Books by Axis supports service-based entrepreneurs throughout South Florida and beyond with systems-focused bookkeeping and strategic guidance that works. Our service area includes (but is not limited to):
Benefits you'll see
The Power of Strategic Financial Support
When you work with a professional bookkeeper and fractional CFO, everything becomes easier. You'll have accurate numbers, organized processes, and the strategic insights needed to make smart business decisions with confidence.
About Books by Axis | Fort Lauderdale Bookkeeping
Helping Entrepreneurs Find Financial Peace and Business Clarity
As someone raised in a military family, I understand the value of discipline, precision, and getting things done right the first time. That foundation led me to create Books by Axis, where I bring systematic financial solutions to entrepreneurs who deserve to focus on what they love, not bookkeeping chaos. Every client gets my personal attention and the benefit of systems refined through years of corporate and nonprofit experience.
Books Aligned and Business Refined: What Sets Us Apart
Most financial professionals deliver solid results. But when you need the absolute best care and protection for your business, you need someone who genuinely invests in your success like their own.
Strategic
Communication
You get structured weekly updates without the bombardment - consistent communication that's never a nuisance, with response times detailed in your contract.
Personal Investment In Your Success
I genuinely care about helping you flourish because I've watched entrepreneurs struggle. This isn't just a job - it's about shoring up your business so you can focus on what you love.
Forward-Thinking Financial Guidance
I help you plan equipment purchases, time business decisions, and prepare for tax implications before they hit. Most bookkeepers only tell you what happened - I help you prepare for what's coming next.
DIY Bookkeeping Holds Your Business Back
Don't Get Lost In QuickBooks When You Could Be Focusing On Growth
DIY bookkeeping steals hours from revenue-generating activities while keeping you in the dark about true profitability. Every hour you spend wrestling with QuickBooks is an hour you're not serving clients or growing your business.
Don't Self Sabotage
The Price You Pay for Financial Uncertainty
You started your business for freedom and fulfillment, but DIY financial management is turning your dream into a nightmare of stress and endless admin work.
Lost Personal Time
Every weekend spent doing books is time you can't spend on things you actually enjoy. You're working evenings and weekends on admin tasks instead of having the freedom you started your business for.
Constant Worry & Anxiety
That nagging "where did all the money go?" feeling follows you everywhere. You work hard, clients pay you, but you can't understand what's really happening with your money.
Burnout From Admin Overload
Spending 15+ hours every weekend on bookkeeping isn't sustainable. You'll either burn out or your business will suffer while you're buried in spreadsheets instead of serving clients.
Inefficient Growth
Scaling without strategic financial systems creates expensive inefficiencies and cash flow problems that could have been prevented with proper planning.
MY 3 STEP PROCESS
Strategic Financial Partnership Made Simple
Professional guidance that transforms your books from a burden into a business advantage. Real insights and strategic support in three clear steps.
Business Discovery Call
We start with a relaxed 30-45 minute conversation to understand your business and current bookkeeping challenges. No quotes or pressure—just gathering details about what problems you're facing and what you need most.
Assessment & Custom Quote
You'll give me access to your QuickBooks (or bank statements if you haven't started) so I can see exactly where things stand. I'll provide a clear quote for any cleanup needed plus your ongoing monthly service—no surprises or hidden costs.
Onboarding & Consistent Support
Once you sign the agreement, you'll receive your onboarding tasks, we'll have a kickoff call to get everything set up properly, and then I begin handling your books with consistent weekly communication on your dedicated day.
FAQs
What software do you work with besides QuickBooks?
I'll integrate all your revenue-related software directly with QuickBooks to eliminate manual data entry.
Books by Axis systems connect your payment processors, invoicing tools, bank feeds, and other business software so data flows automatically. This means no more double-entry, no more reconciling discrepancies, and no more wondering if you missed something. I'll assess your current tools during our consultation and show you exactly how everything will work together.
Do you handle payroll and bill paying?
Books by Axis help you set up payroll and bill tracking systems, but doesn't run payroll or pay bills for you.
I'll help you get organized with proper payroll setup and create systems to track your bills and payments, but you maintain control of actually paying bills and running payroll. This keeps healthy boundaries while ensuring you have the systems and reminders you need to stay on top of everything important.
My CPA already does my books - why would I need you?
I handle ongoing bookkeeping so your CPA can focus on strategy and tax planning so your CPA can focus on tax strategy and tax filing.
Most CPAs prefer when clients have organized, up-to-date books because it lets them spend time on higher-value services like tax strategy. I work closely with your existing CPA, providing them with clean, organized data and coordinating on any strategic decisions. You get better service from both of us this way.
What happens if QuickBooks changes again?
I stay current with all software updates so you don't have to learn new interfaces constantly.
QuickBooks does change frequently, which is exactly why having a systems expert makes sense. I handle all software updates, adjust your integrations as needed, and train you on any changes that affect your workflow. You get the benefits of new features without the learning curve headaches that come with constant software changes.
How do I access my financial information when I need it?
You'll have 24/7 access to organized, real-time financial data through your personalized dashboard system.
Unlike traditional bookkeeping where you wait for monthly reports, my integrated systems give you instant access to current financial information whenever you need it. You'll have your own secure access to all reports, documents, and financial data organized and available from anywhere, anytime.
Will this make me too dependent on you for my financial information?
Books by Axis systems actually give you more independence and control over your financial data, not less.
Right now, you're probably dependent on remembering to enter data and manually creating reports when you need them. My systems give you automated data flow, 24/7 access to current information, and the ability to see your financial position instantly. That's more independence, not less - plus I provide training so you understand how everything works.
Stop Juggling Books & Strategy Alone
Book one call, get both organized bookkeeping and strategic CFO guidance, then make decisions with complete clarity.
