I’ve been working with Kayley and her team for years, and they’ve been exceptional. There were some nuances with my inventory bookkeeping in QBO, and they figured it out quickly. It’s been on autopilot ever since.
Co-packers, manufacturers and 3PLs
We work seamlessly with your partners to ensure your costs are tracked end-to-end, from sourcing to shelf.
Get to know your accounting team before we start, no surprises.
Clear Game Plan
We outline exactly what to expect, what we’ll deliver, and when.
Industry expertise
We don’t just understand your books, we understand your business.
Frequently Asked Questions
What does Firm Five actually do?
We are an expert team of CPAs who provide monthly bookkeeping and accounting. Our services are 100% custom to fit your business. Our team can handle one area of your monthly books, or lead your entire finance department as a Fractional Controller.
Is my company too big or small for Firm Five?
If your company’s annual revenues are between $2M and $50M, you are a strong fit for Firm Five.
I use software other than QBO and Xero, can I still work with Firm Five?
Unfortunately, we only work with QBO and Xero at this time, but we are happy to migrate you over to either of the two accounting softwares.
Does Firm Five do clean up / project work?
Yes we do. We love cleaning up bookkeeping messes.
Does Firm Five file my taxes?
We’ve partnered with tax professionals across the country to provide an all in one solution. The tax professionals we work closely with operate independently from Firm Five and you will be billed separately by them. They handle all the tax filings and advice, and Firm Five answers all their accounting related questions.
You are also welcome to use your own local accountant and we can work with them.
