Bookkeeping · Monthly Close · Controller Services · Fractional CFO

Your business has outgrown basic bookkeeping. Build a finance function you can trust.

QuintiniCFO helps growing founder-led businesses get clean books, reliable monthly close, cash visibility, KPI reporting, and CFO-level decision support — without hiring a full-time finance team.

Clean books
Monthly close
Cash visibility
Better decisions
First Step

Start with a Finance Function Audit.

Not sure whether you need bookkeeping, controller support, or fractional CFO help? The audit gives you a clear read on what is working, what is breaking down, and what level of support makes sense next.

In one focused review, you will know what to fix first and whether your business needs cleanup, monthly reporting, cash flow support, or CFO-level planning.

1
Books & close process

Review books, reconciliations, chart of accounts, cleanup needs, and monthly close reliability.

2
Reporting & cash visibility

Assess whether reports, KPIs, cash flow, collections, payables, and obligations are decision-ready.

3
Controls & bottlenecks

Identify weak handoffs, recurring finance issues, risk areas, and process gaps slowing the business down.

4
Right-fit recommendation

Get a practical recommendation: bookkeeping, controller services, fractional CFO, or phased support.

The Problem We Solve

Basic bookkeeping stops being enough once the business gets more complex.

Founders do not just need transactions categorized. They need a monthly finance rhythm, reporting they trust, cash visibility, and someone who can translate the numbers into operating decisions.

Late or messy books Numbers are not current enough to support decisions.
Weak cash visibility Profit looks fine, but upcoming obligations are unclear.
No finance owner The CPA handles tax, but nobody owns operating finance each month.
Services

Three tiers that scale with your finance function.

Start where the business is today. Add more reporting, controls, cash visibility, and CFO-level decision support as complexity increases.

Bookkeeping & Monthly Close

For businesses that need clean books and a reliable monthly close.

For

Founders whose books are behind, messy, inconsistent, or not ready for decisions.

Fixes

Unclear categorization, unreconciled accounts, delayed close, and year-end tax prep stress.

Includes

Transactions, reconciliations, monthly close, AP / AR support, QBO or Xero setup, cleanup, and year-end prep.

Outcome

Clean, current books that create the foundation for controller-level reporting.

Fractional CFO

For founders who need senior finance support without hiring a full-time CFO.

For

Companies making bigger decisions around hiring, pricing, expansion, profitability, capital, or growth.

Fixes

Planning gaps, unclear scenarios, weak forecast visibility, and high-stakes decisions made without finance context.

Includes

Budgeting, forecasting, financial models, board or investor reporting, scenario planning, and fundraising support when relevant.

Outcome

CFO-level decision support layered on top of clean books and controller discipline.

Cash Flow Visibility

Stop managing your business from your bank balance.

Profitable on paper does not always mean cash healthy. Founders need visibility into collections, payables, runway, upcoming obligations, and what spending is actually safe.

QuintiniCFO helps turn cash from a daily anxiety into a management system.

Cash visibility dashboard

A clearer view of what cash is doing before it becomes urgent.

Weekly / Monthly
Collections What is expected, overdue, and at risk.
Payables Vendor obligations, timing, and prioritization.
Runway How long the current cash position supports operations.
Safe to spend What can be spent without creating future cash pressure.
Better cash visibility helps founders make calmer decisions around hiring, inventory, marketing, distributions, vendors, and growth.
How We Work Together

A clear operating rhythm for finance, month after month.

The work creates consistency in the day-to-day while giving you the right level of financial support as decisions get bigger.

01

Diagnose & prioritize

We review the books, close process, cash visibility, reporting, tools, controls, and bottlenecks so the highest-impact work comes first.

02

Clean up & stabilize

We fix cleanup issues, organize the process, reconcile accounts, and create a more dependable monthly close and reporting cadence.

03

Run the rhythm

Books are closed, reports are reviewed, cash is monitored, KPIs are discussed, and strategic finance support is added as needed.

Tools We Work With

We work inside the stack you already use — or help you choose a better one.

The right tools matter less than having a clean process, clear ownership, and reliable reporting. QuintiniCFO can work inside your current finance stack or help improve it.

QuickBooks Online
Xero
Bill.com
Gusto
Ramp
Stripe
Excel / Google Sheets
Who This Is For

For growing businesses that need a real finance function — not just more reports.

QuintiniCFO is a strong fit when the business has outgrown reactive bookkeeping but is not ready to hire a full internal finance team.

This is a fit if

You need more visibility, control, and monthly finance discipline.

  • Your business is doing roughly $500K–$10M in annual revenue
  • Your books are behind, messy, or not decision-ready
  • You need monthly reporting and cash visibility
  • Your CPA handles tax, but not operating finance
  • You are not ready to hire a full finance team
  • You want a consistent monthly finance rhythm
Probably not a fit if

You only need occasional tax or the cheapest possible bookkeeping.

  • You only need once-a-year tax filing
  • You are looking for the lowest-cost bookkeeping provider
  • You do not want a monthly finance rhythm
  • You need guaranteed fundraising outcomes
  • You are not ready to improve financial process discipline
CPA vs. QuintiniCFO

Your CPA handles tax. QuintiniCFO helps run finance every month.

You do not necessarily need to replace your CPA. Most growing businesses need operating finance support between tax deadlines.

Your CPA typically helps with

  • Tax planning and filing
  • Compliance and year-end tax work
  • Entity-level tax questions
  • Tax advisory and filings

QuintiniCFO helps with

  • Monthly close and reporting
  • Cash visibility and forecasting
  • Controls, reconciliations, and finance operations
  • KPI reporting and budget vs. actuals
  • Decision support for founders and leadership
About QuintiniCFO

Finance support for founders who need the function to run cleanly, not consume more attention.

I'm Gustavo Quintini, founder of QuintiniCFO. I help founders and growing businesses build a finance function that actually works — from clean monthly books to controller-level reporting and CFO-level decision support.

Most clients come to me because the books need cleanup and ownership, reporting is inconsistent, cash visibility is weak, or the business needs strategic finance support without the cost of a full-time finance hire.

My work has been recognized across direct client engagements and platforms like Upwork, where I earned Top Rated Plus status. But the real measure is whether the numbers hold up when founders need to make decisions.

Industries We Serve

Finance support for operating businesses with real-world complexity.

Different industries create different finance problems. The common thread is the same: better books, stronger controls, cash visibility, and reporting that supports execution.

Payments & Financial Services

Reconciliations, controls, transaction visibility, and reporting discipline.

Consumer Brands

Inventory, margins, cash conversion, ad spend visibility, and working capital.

Education & Digital Products

Revenue visibility, cohort economics, forecasting, and cash planning.

Business / Professional Services

Client profitability, utilization, monthly reporting, and cash planning.

EB3
Recent Outcomes

What the work looks like in practice.

Practical finance work that improves clarity, control, and decision-making.

Cleaner reporting foundation

Rebuilt the books for Social Training Company

Problem

The business needed a cleaner financial foundation and reliable books from prior periods through the current operating period.

Work

Rebuilt and cleaned up the books for Social Training Company from 2023 to present.

Outcome

Leadership gained a stronger foundation for monthly reporting, financial review, and better decision-making.

Better cash visibility

Built a multi-entity 13-week cash flow forecast

Problem

A healthcare client needed clearer visibility across entities, vendor obligations, and near-term liquidity requirements.

Work

Built a multi-entity 13-week cash flow forecast to connect collections, payables, obligations, and cash planning.

Outcome

Leadership gained a better view of runway, upcoming cash pressure, and operating priorities.

Stronger controls

Identified overbilling and overcharges

Problem

Financial leakage and vendor or billing issues were difficult to spot without stronger controls and review discipline.

Work

Identified overbilling issues for a healthcare client and uncovered overcharges at DataOne.

Outcome

The work surfaced avoidable spend, strengthened oversight, and helped prevent issues from continuing unnoticed.

Frequently Asked Questions

Clear answers before we start working together.

A practical overview of how the work is structured, what level of support makes sense, and how outsourced finance can scale with the business.

Getting started
How do I know which service tier I need?
If you are not sure, the Finance Function Audit is the best starting point. We review your books, close process, reporting, cash visibility, controls, and bottlenecks, then recommend whether you need bookkeeping, controller services, fractional CFO support, or a phased path.
What happens in the first 30 days?
The first 30 days are focused on diagnosis, cleanup, and stabilization. We review your current books and finance process, identify urgent cleanup needs, understand your reporting gaps, align on priorities, and begin building the monthly finance rhythm.
What if my books are behind?
That is common. We can start with cleanup, reconciliations, chart of accounts review, prior-period review, and monthly close stabilization. The goal is to get the books current, reliable, and useful for reporting instead of only catching up for tax season.
Scope of work
Do you replace my CPA?
Not usually. Your CPA typically handles tax planning, filing, and compliance. QuintiniCFO focuses on operating finance every month: close, reporting, reconciliations, cash visibility, controls, forecasting, and decision support. The goal is to work alongside your CPA and give them cleaner information.
Do you offer fundraising support?
Yes, but only as part of broader fractional CFO support. Fundraising-related work may include investor-ready models, financials for a pitch deck, scenario planning, and investor Q&A preparation. QuintiniCFO does not position fundraising as the core service and does not guarantee fundraising outcomes.
What accounting software do you work with?
QuintiniCFO primarily works with QuickBooks Online and Xero, and also supports tools like Bill.com, Gusto, Ramp, Stripe, Excel, and Google Sheets. If your stack is not fully set up yet, we can help improve or select the right tools.
Engagement & pricing
Can we start small?
Yes. Many engagements start with a Finance Function Audit, cleanup project, or bookkeeping and monthly close support. As the business grows or the finance needs become more complex, the engagement can expand into controller services or fractional CFO support.
How is pricing structured?
Pricing depends on scope, transaction volume, entity complexity, cleanup needs, reporting requirements, and the level of ongoing support. After the initial review or call, you receive a clear proposal based on the work required rather than a one-size-fits-all package.
What size of company do you work with?
Most clients are founder-led businesses doing roughly $500K–$10M in annual revenue. The best fit is a growing operating business that needs clean books, reliable reporting, and finance support, but is not ready to hire a full internal finance team.
Next Step

Book a 30-minute Finance Clarity Call.

We’ll review where your finance function is today, what is breaking down, and what level of support makes sense next.

Book a 30-minute Finance Clarity Call

Schedule a conversation to talk through your current finance setup, what is breaking down, and whether bookkeeping, controller support, or fractional CFO support makes sense next.

Open Scheduling Page

Send a message

Tell me a bit about your business, your current finance setup, and where you need better visibility or support.

Prefer email? Reach me at gustavo@quintinicfo.pro