Bookkeeping, payroll and fractional CFO services in Raleigh
Full or fractional CFO support: bookkeeping, payroll, bank reconciliation, financial reporting, and business plans.
The problem this solves
Most owners find out how the business is doing months late, from a tax return. Books get reconciled once a year, payroll runs on autopilot, and decisions — hiring, pricing, buying equipment — get made on gut feel because the numbers aren't trustworthy yet. This service closes that gap.
What we handle
Full or fractional, sized to the business:
- Bookkeeping — transactions categorized and bank accounts reconciled monthly, not at year-end.
- Payroll — runs, tax deposits, filings, and year-end forms handled on schedule.
- Financial reporting — monthly statements you can read, compare, and act on.
- Fractional CFO — cash-flow planning, budgets, business plans, and someone on your side of the table with banks and investors.
Why clean books are worth more than compliance
Clean books satisfy the filing requirements — but that's the least of what they do. They tell you which work is actually profitable, back up loan applications, feed the tax plan with numbers that are current instead of a year old, and make the business saleable when that day comes. A buyer, a bank, and the IRS all ask for the same thing: records that hold up.
Who this is for
Owner-operated businesses that have outgrown a shoebox of receipts or a part-time bookkeeper — and owners who want a financial partner without hiring a full-time controller or CFO.
Engagements begin with a consultation so we can scope the work and quote it accurately.
CFO Services — in partnership with Tammera Lehman
CFO and accounting engagements at Phuong Green CPA PLLC are delivered in partnership with Tammera Lehman.
Tammera works alongside Phuong on bookkeeping, payroll, financial reporting, and fractional CFO work for business clients.