Trusted Bookkeepers Serving the Rocky Mountain States
Build a strong financial foundation with our team. We provide full-service bookkeeping and fractional CFO support to businesses across the Rockies.
What We Offer
Choose the services your business needs. Pay only for what you use.
Full-Charge Bookkeeping
We handle every aspect of your books from start to finish. Transaction recording, bank reconciliations, and financial statements.
Bookkeeping Cleanup
Behind on your books? We'll untangle the mess. Our team sorts through past transactions, fixes errors, and brings your records up to date.
Payroll Management
Accurate paychecks every time. We calculate wages, handle withholdings, and get your team paid on schedule without the headaches.
Accounts Payable
Never miss a payment or discount again. We manage your bills, schedule payments, and keep your vendor relationships running smoothly.
Accounts Receivable
Get paid faster. We send invoices, track customer payments, and follow up on overdue accounts so your cash keeps flowing.
Fractional CFO
Executive-level financial strategy without the full-time cost. Get the planning and guidance typically reserved for bigger companies.
Who We Serve
Your industry has unique challenges. We speak your language and understand your numbers. Here's how we help businesses like yours thrive.
Solo & Small Businesses
You wear every hat in your business. Let us wear the bookkeeper hat. We'll organize your finances and give you back precious hours each month to focus on what you do best.
Growing Businesses
Growth is exciting but chaotic. We create financial systems that scale with you. Track your progress with clear metrics that show exactly where you're headed.
Medical & Dental
Insurance billing is complex enough without adding bookkeeping stress. We handle your practice's finances while you handle patient care. Every payment tracked. Every expense organized.
Creative Services
Your income flows in projects and milestones. We track every invoice and expense by client. See which projects are truly profitable and which creative pursuits pay the bills.
Personal Wellness
From massage therapy to fitness training, wellness businesses need clear finances. We track membership revenue, retail sales, and service income separately. Know exactly what drives your success.
Professional Services
Billable hours are just the beginning. We manage trust accounts, track reimbursable expenses, and ensure your books reflect the professionalism your clients expect.
Insurance Agencies
Commission structures vary by carrier and product. We track it all. From initial sales to renewal income, see your true revenue picture across every line of business.
Commercial Services
Multiple contracts mean multiple revenue streams. We organize your books by client and service type. Track profitability down to each contract and make smarter bidding decisions.
Churches & Non-Profits
Your mission matters more than margins. Still, transparency is crucial. We track restricted funds, grant requirements, and donation sources with the detail your board and donors deserve.
Home & Field Services
Every job has costs beyond labor. We track materials, travel time, and equipment use by project. See your real profit margins and price your services for sustainable growth.
Real Estate Managers
Managing properties means managing complexity. We separate finances by property, track maintenance reserves, and handle security deposits. Your owners get clear reports. You get peace of mind.
Real Estate Investors
Every property is an investment. We track acquisition costs, improvement expenses, and rental income by property. Make data-driven decisions about your portfolio's performance.
How It Works
Clean books start with a clear process. Here's how we transform your finances in four simple steps.
Discovery Call
Getting to Know You
We start by listening. In our discovery call, we learn about your business, understand your pain points, and identify exactly what you need. This helps us create a custom plan that fits your goals and budget.
Onboarding
Quick and Easy Setup
Getting started is refreshingly simple. We handle the paperwork, securely connect to your accounts, and set up everything we need. You'll be up and running before you know it.
Initial Clean Up
Making Sense of the Past
If your books need work, we roll up our sleeves and dive in. We organize every transaction, reconcile every account, and turn chaos into clarity. Think of it as a fresh start for your finances.
Ongoing Work
Your Monthly Peace of Mind
With clean books as our starting point, we maintain them month after month. You get clear reports, valuable insights, and a partner who keeps your finances running smoothly. Focus on growing your business while we handle the numbers.
What You Gain
Get back the time and clarity you need to grow your business with confidence.
More Time for Your Business
Those lost hours wrestling with receipts and spreadsheets? They're yours again. We handle the bookkeeping grunt work so you can pour your energy into what you do best. Build relationships. Create value. Grow your business.
Confidence in Your Decisions
No more flying blind or making gut calls about your finances. You'll get clear reports that show exactly where you stand. Know your cash flow. Understand your margins. Make moves based on real numbers, not best guesses.
What We Stand For
McMurtrey CFO Books stands for financial clarity in a complex world. We believe your books should be a compass, not a puzzle. Our purpose is turning your numbers into the insights and confidence you need to build the business you envision.
Time to Turn Your Books Into a Growth Engine?
Schedule a free call today. We'll show you how accurate books fuel smarter decisions.
