Finance & Tax
Your complete finance function — bookkeeping, payroll, CPA certification, and CFO-level oversight — without the overhead of hiring. Clean books every month. No surprises. No friction.
Get Started →The challenge
Growing companies hit a wall — too big to manage finances informally, too early to justify a full finance team. The result is messy books, missed payroll deadlines, no visibility into cash, and an accounting system that no investor or lender will trust. We solve all of it in one engagement — fast, clean, and scalable.
5x
less expensive than hiring a full-time CFO and controller — with more expertise across the board
30 days
to go from messy books to CPA-certified, investor-ready financials delivered monthly
US CPA
Every set of financials certified monthly by a licensed American CPA — not a bookkeeper, not software
What we do
Monthly Bookkeeping & Cleanup
We handle all monthly bookkeeping — reconciliations, categorization, and cleanup — so your books are always accurate, current, and ready for review at any time.
CPA-Certified Monthly Financials
Every month, a licensed US CPA reviews and certifies your P&L, balance sheet, and cash flow — giving you and your investors a set of financials they can actually rely on.
Payroll Management
Full payroll processing, tax withholding, filings, and compliance — handled on time, every time. We take payroll completely off your plate so you can focus on growing the business.
Fractional CFO Support
Beyond the books — we provide CFO-level thinking on cash management, financial planning, investor reporting, and strategic decisions. The oversight of a seasoned CFO without the full-time cost.
QuickBooks Setup & Optimization
We implement, clean up, or optimize your QuickBooks instance — chart of accounts, integrations, workflows — so your accounting system actually works for your business, not against it.
Investor & Lender Reporting
Monthly and quarterly reporting packages designed for the people who need to see your numbers — PE sponsors, angel investors, lenders, and board members — in the format they expect.
The MCPL system
One point of contact. One monthly package. Everything handled — bookkeeping, payroll, CPA certification, and CFO oversight — delivered on a cadence you can count on. No chasing, no surprises, no excuses.
One monthly delivery
Every month, you receive a complete financial package — certified P&L, balance sheet, cash flow, and commentary — on a fixed date you can plan around.
One point of contact
No juggling between a bookkeeper, a CPA, and a payroll vendor. One team handles everything and one person answers your calls.
Scales with you
As your business grows, our engagement grows with it — adding complexity, reporting layers, and CFO-level support without you having to hire or rehire.
Why MCPL
A CPA certifies every set of books
Most outsourced accounting firms use bookkeepers. We use a licensed US CPA to review and certify every monthly close — giving your financials a level of credibility that bookkeeping software never can.
We think like a CFO, not a bookkeeper
We don't just record transactions — we interpret them. Every month we flag issues, identify trends, and give you the financial perspective of a seasoned CFO on what the numbers mean for your business.
Fast to implement, easy to run
We can onboard a new client and deliver the first certified monthly package within 30 days — even starting from messy, cash-basis books. We've done it dozens of times.
One team, everything covered
Bookkeeping, payroll, tax coordination, CFO support — one engagement, one team, one monthly package. No coordination overhead, no gaps, no finger-pointing between vendors.
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Ready to start?
No obligation. Just a conversation about where your books are today and how fast we can get them where they need to be.
Schedule a Call →We typically respond within 24 hours on business days.