Finance systems setup & integration — build the stack that scales.

Outgrowing spreadsheets, or running tools that don't talk to each other? We assess your stack, recommend what fits, and set it up right — so your close is fast and your data is trustworthy.

Scope a systems build from $3,000 · milestone-based

Who it's for

Growing companies whose finance tools no longer fit — scaling past QuickBooks, adding entities, or drowning in manual work.

What you get

·An assessment + recommendation of the right platform

·Setup or migration + integrated tools (bill-pay, expense, payroll, sales tax)

·A documented close process & controls

Vendor-agnostic — we recommend what fits you (e.g., NetSuite, QuickBooks), not a fixed product.

Where this fits

Systems & Software→ Outsourced Controller→

Access & data handling

How I handle access to your books

Read-only wherever the work allows it. During a Finance Health Check it is always read-only — the job is to look, not to change anything.

No credentials by email or text. Access is granted through your accounting platform's own user permissions, in your name, under your control, and revocable by you at any time.

Two-factor authentication on every system I touch, with documents kept in one secure client portal rather than scattered across inboxes.

Your file stays yours. If we stop working together you keep everything, in the system you already own, with no export fee. Management owns the financials and the decisions — that does not change because you outsourced the work.

Not sure this is the right level for where you are? Nine questions, an instant score, and a straight answer on which service fits — no call required. Take the free Finance Scorecard →

Start with a Finance Health Check.

Every engagement starts here — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro.

Book a Health Check

(281) 858-3349 · info@booksmartsvcs.com · Texas & remote