Books you can trust
Reconciled every week and closed every month, so the number in your report matches the number in your bank.
Bookkeeping, controller, CFO, and tax
Butler CFO & Tax keeps your books, plans your taxes, and helps you make the big calls. Software sorts the transactions. Our team reviews every one, explains what the numbers mean, and picks up the phone when something looks off.

What changes for you
Bookkeeping, taxes, and planning under one roof, so nothing falls between vendors.
Reconciled every week and closed every month, so the number in your report matches the number in your bank.
Your return is built from books we already know, and planning happens during the year instead of in April.
When you are weighing a hire, a price change, or a loan, you have someone to work it through with.
Three levels
Moving up changes the agreement, not the people. The team that knows your books stays with you.
from $850 / month
Owners who need clean, current books and a person to ask.
from $1,950 / month
Growing companies that need their numbers explained and tax planned ahead.
from $3,500 / month
Owners making bigger calls on hiring, pricing, cash, or growth.
A fair question
Partly, yes. AI has come a long way, and we use it. Software categorizes transactions quickly and accurately, which keeps your books current.
Software sorts. People catch what it misses. A vendor charge coded to the wrong job, a deposit that is really a loan, a payroll entry that does not match the bank. Someone on our team reviews every entry, tells you what it means, and calls you when it matters.
| Automated service | Butler | |
|---|---|---|
| Categorizing | Software | Software, then a person reviews every entry |
| Mistakes | You find them later | We catch them at close |
| Questions | A chat queue or a ticket | A person you know, any business day |
| Taxes | Usually a separate vendor | Same team that keeps your books |
| Planning | Reports only | A quarterly one-on-one and a plan |
Who you work with

Accounting and tax
Has trained thousands of bookkeepers and owners on their books. QuickBooks Online Certified.

COO, operations and financial strategy
About ten years on teams delivering mission-critical infrastructure. If you cannot prove it, it did not happen.
From our clients
Vanessa is amazing! I feel so confident in her work and trust her 100%. She makes my life so much easier by taking bookkeeping off my plate and is a joy to work with as well.
Vanessa is spot on to deliver accurate book work which gives an accurate picture to take your business forward. If you are on the fence, I highly recommend Vanessa as she is forthright and offers a great variety of services.
Prompt, professional, courteous, organized!
Butler CFO & Tax
Book a 30 minute consultation. You will leave knowing which level fits your business and what it would cost.