BookIQ
Know your numbers,
Know your Business
Virtual CFO clarity for real business owners who demand accurate financials and strategic insights.
Get Started Today
Let me ask you something...
Cash Flow Visibility
Do you have a clear picture of your cash flow 30-60 days out? Can you confidently plan major decisions knowing your runway?
Business Valuation
Can you quickly answer what your business is worth today? Do you know if you're building sellable value?
Financial Confidence
Do you feel confident in the numbers your team is handing you? Can you trust your financial reports for critical decisions?
These questions reveal the foundation of business success - or failure.
What We Hear From Business Owners
Here's what successful entrepreneurs tell us every day when they're struggling with unclear financials:
"I am spending hours each week putting in the same numbers over and over to make sure my accounts are accurate"
"My books are not ready when I need them. I'm making million-dollar decisions with outdated information."
"We don't know if we're profitable in real time. Are we actually making money or just staying busy?"
"I have no idea how long our cash will last. It keeps me up at night wondering if we'll make payroll."
Which of these hits closest to home for you?
That's Why We Built BookIQ
A virtual CFO platform built for real business owners
Automated + Human-Reviewed
Advanced bookkeeping automation combined with expert human review ensures accuracy you can trust for critical decisions.
Real-Time Financial Intelligence
Live cash flow tracking and business valuation updates give you the insights successful entrepreneurs need to thrive.
CPA & CFO Built
Designed by certified public accountants and chief financial officers who understand what business owners actually need.
Transparent Pricing
One flat price of $1,000/month covers everything - no surprise fees, hourly billing, or complicated contracts to navigate.
How It Works
Getting CFO-level financial clarity has never been this straightforward or reliable.
Connect Your Tools
We integrate seamlessly with your existing accounting software, bank accounts, and business systems without disruption.
Clean & Organize
Our expert team cleans up your financials, categorizes transactions properly, and ensures everything meets professional standards.
CFO-Level Insights
Receive comprehensive monthly reports with cash flow forecasts, valuations, and strategic recommendations explained clearly.

Key Difference: All reports are reviewed and validated by real finance professionals, not just generated by software.
What's Included
Everything you need for complete financial clarity and strategic planning, delivered monthly with expert analysis.
Accurate Monthly Financials
Professional-grade P&L, balance sheets, and cash flow statements you can present to investors or lenders.
Cash Flow Forecasts
30-90 day projections with scenario planning to help you make confident decisions about growth and spending.
Monthly Business Valuation
Track your business value over time and understand the key drivers that impact your potential exit price.
Owner Compensation Strategy
Optimize your salary, distributions, and benefits structure for maximum tax efficiency and personal financial health.
Multi-Entity Support
Handle complex LLC structures, subsidiaries, and multiple business entities with consolidated reporting.
Professional Collaboration
Support and coordination with your existing CPA, tax professional, or exit planning advisor.
What You Really Want
You want clarity and control over your financial future, not more spreadsheets and guesswork.
Cash Flow Runway
Know exactly how long your business can operate and plan major decisions with confidence. "How long can we go?" becomes an easy answer.
Trustworthy P&L
Monthly profit and loss statements you can actually trust for strategic planning, investor meetings, and growth decisions.
Real-Time Valuation
Track your business value in real-time and understand exactly what drives worth in your industry and market.
Answers, Not Questions
Replace confusion and uncertainty with clear insights that help you make better decisions faster and with confidence.

Question: If we gave you a dashboard tomorrow that showed you all of this... what would that change for you?
Why Business Owners Choose Us
We're not software. We're a second set of expert eyes.
Expert-Built Platform
Developed with direct input from CFOs and CPAs who understand the real challenges of business financial management.
Human-Reviewed Monthly
Every report is personally reviewed by qualified finance professionals who catch what automated systems miss.
Proven with Scale
Trusted by six and seven-figure business owners who demand accuracy, reliability, and strategic insight from their finances.
"Finally, financial reports I can actually trust to make big decisions. BookIQ gave me the confidence to expand into two new markets."
Simple, Transparent Pricing
$1,000/month
No Hourly Billing
Flat monthly fee means predictable costs and unlimited access to your financial team without watching the clock.
No Hidden Fees
Everything included in one price - setup, monthly reports, forecasting, valuation, and ongoing support.
No Long Contracts
Month-to-month flexibility because we earn your business every month through exceptional service and results.

Think about it: What would it be worth to sleep better at night and know your numbers are right?