Accounting services with CFO2U
Clean books, and the software to run on them
CFO2U keeps your books. We build the dashboard, connections and alerts that sit on top of them. One partner for the numbers, one for the tools, working from the same plan.
About CFO2U
- Founded by Susan Nieland, CPA, after years in corporate business finance
- A team of bookkeepers, accountants, CPAs and certified QuickBooks ProAdvisors
- An assigned account lead for every client, with phone, email and text support
- Woman and veteran owned
What CFO2U handles
The accounting work itself, done by CFO2U's team.
Bookkeeping
Monthly bookkeeping, so your records are accurate and up to date whenever you need them.
Accounting
Back office accounting run by an assigned team, so it stops landing on the owner.
Tax services
Tax planning and preparation, with returns filed from books that are already in order.
Fractional CFO
Monthly or quarterly strategy sessions with a financial advisor, to find costs to cut and room to grow.
BOI filing
Help filing beneficial ownership information for your company.
Industry setups
Financial systems designed around how your trade works, including electricians and other contractors.
What we can build together
Once the books are right, software can put them to work. These are the projects that pair best with CFO2U's service.
Owner dashboard
Cash, receivables, payables and the numbers you check most, on one screen that works on your phone.
Connected systems
Your accounting linked to your CRM, scheduling and invoicing, so nothing is typed twice.
Receipt and bill capture
AI reads receipts and bills and drafts the entries. CFO2U's team reviews them before they post.
Phone alerts
A notification when cash runs low, a large invoice goes overdue or a payment needs your approval.
Month-end reports
The numbers for each month's review pulled together automatically, ready for you and CFO2U to go through.
Job profit view
For trades and project businesses, profit by job, so you can see which work pays.
How it works
Step 1
Talk to CFO2U
A free discovery call about your business, your books and your goals.
Step 2
Get your books in order
CFO2U designs a monthly program for your business and an account lead takes it on.
Step 3
Add the software
When the books are steady, we audit the workflows around them and build the fixes worth building.
Reach out to CFO2U
Tell them about your business. Your message goes straight to Susan Nieland and the CFO2U team, with a copy to us.
A good fit if
- You are doing the books yourself at night or on weekends
- Your books are behind every time tax season comes around
- You want to see cash without logging into three systems
- Your team retypes numbers between invoicing, CRM and accounting
- You need expert, practical advice on the numbers, not just data entry
- You are growing and want CFO-level guidance without a full-time hire
- You are not sure which costs are eating your margin
- You are getting ready to talk to a lender or an investor
- You want one team for bookkeeping, accounting and tax
CFO2U is an independent firm. Bookkeeping, accounting and tax work is done by CFO2U.