Our services

Flexible finance solutions designed: From bookkeeping to board-level reporting, Solidbook delivers tailored accounting and CFO support that scales with you

Why Solidbook

  • Startup-Friendly: We understand early-stage challenges - investor reporting, fundraising prep, revenue recognition (ASC 606), and building finance systems from scratch.


  • Nonprofit Expertise: We support nonprofit organizations with efficient close processes, donor/grant reporting, and board-ready statements.


  • Growth Focused: Whether you’re preparing for a fundraising round, an audit, or M&A, our team ensures your financials are accurate, timely, and strategic.

Our Offerings



  • Bookkeeping & Close: AR/AP, reconciliations, monthly close


  • Fractional CFO: Cash flow forecasting, board reports


  • Tax Compliance: Business & individual filings, IRS/state compliance


  • Technical Accounting: Revenue recognition (ASC 606), purchase price allocation (ASC 805), goodwill/impairment (ASC 350), other technical matters


  • Systems & Tools: QuickBooks, NetSuite, Bill.com, Expensify, Gusto integration


Let's work Together

Start building a finance system that scales with your mission.

Book Service

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

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