THE OPERATOR

Your business grew up. Your bookkeeping should have too.

Premium bookkeeping + financial intelligence for established service businesses.

Clean books. Visual financial reporting. A personalized monthly analysis that tells you what changed, what matters, and what deserves your attention next.

So you can stop receiving financial statements and start actually seeing your business.

Knowing WHat the hell to do with it is

Your p&l isn't tHE problem


YOU'RE NOT JUST LOOKING FOR "A BOOKKEEPER."

You want the books handled. Obviously.

But what you really want is to know:

  • Did we actually have a good month?
  • Why did profit drop when revenue went up?
  • How much did this business actually pay me?
  • Are our margins improving?
  • Can we afford another hire?
  • Is cash moving the way it should?
  • Is there anything I should be paying attention to before it becomes a problem?

And you shouldn't need a finance degree, three spreadsheets, and forty-five minutes with your P&L to answer those questions.

THAT'S WHERE THE OPERATOR COMES IN.

Every month, you'll receive financial reporting designed to answer the questions founders actually ask...not just satisfy your tax obligations.

CLEAN BOOKS ARE THE BASELINE.

You deserve to actually see the business you're running.


What the Experience Is Like...

(because your brand desereves a lot more than generic)

A custom branded luxury report

You should not have to dig through pages of spreadsheets to see how your business is doing

Your most important numners at a glance

What the Experience Is Like...

Because revenue means very little if you're underpaid or bleeding cash

Cash flow & owner pay insights

What the Experience Is Like...

We're looking at trends, industry comparisons & what caused it to know if it's a fluke or concern

A deep dive into your margin to make sure the business looks healthy

What the Experience Is Like...

maybe theres room for another employee, to pay yorself more or go all in on a specific offer thats working better than others

We're always looking for possibility you could caputaluzie on

What the Experience Is Like...

From seasonality to cash flow trends, we'll help you spot the patterns that deserve your attention early

We help you catch potential problems before they become expensive.

What the Experience Is Like...

What the Experience Is Like...

We'll separate one-time fluctuations from patterns that deserve your attention.

We note what changed...and whether it's worth worrying about.

What the Experience Is Like...

What the Experience Is Like...

Every month ends with our biggest insight, recommendation, or celebration based on what your numbers are telling us.

We'll leave you with the one thing we don't want you to miss

What the Experience Is Like...

What the Experience Is Like...

So everyone has the information they need...without you playing middleman.

We work directly with your tax professional.

What the Experience Is Like...

What the Experience Is Like...

A secure portal where you'll find reports, documents, and an easy way to ask questions throughout the month.

Your custom financial home base

What the Experience Is Like...

What the Experience Is Like...

The operational details in your business that you shouldn't have to think about.

  • Gusto payroll management
  • 1099 preparation & filing (for  Gusto clients)
  • Tax professional communication
  • Secure client portal for questions and data

Behind-the-Scenes Financial Support

Know what your numbers are trying to tell you.

Your custom monthly report translates your financials into clear insights, opportunities, trends, and recommendations written by financial experts so that you can always make better decisions with confidence.

financial intelligence

The books you can trust.

Clean, accurate bookkeeping that's always up to date—so every decision starts with reliable financials.

  • Monthly bookkeeping
  • Reconciliations
  • Financial statements
  • Tax-ready books

Premium bookkeeping

What's Included 

What it's like working with CBFS

"I have a plan. I know what I need to do to achieve my business goals, financially speaking. I feel so much more confident in talking about my finances and looking at my finances because of the accountability piece. I know I need to do X to achieve Y because that's what my financial statements are telling us. And, that is something that I had no clue in doing and is paramount for any business."”

After finally understanding what her numbers were telling her,  Gigi optimized her Marketing Firms pricing,  made smarter financial decisions,  and increased her profit by 81%.

"[we now have] a completely better understanding of the health of our business, better systems, goal setting I am looking forward to achieving financial goals and setting us up for retirement"”

Serena & Dominic gained complete visibility into the financial health of their business, giving them the confidence to plan for retirement and begin building long-term wealth through investments like real estate and secondary business ventures

"Knowledge is power and I am really grateful to have more of an idea how the business is running."

Grace finally understood what was happening inside her business, replacing months of uncertainty with clarity and confidence. 

"I feel like I have direction for the first time ever. Christy looked at what I can afford and I don't have to guess what a reasonable salary to pay someone would be. I know what I can afford to pay my employees."

Sarah identified where profit was leaking, built a sustainable hiring plan, and stopped making financial decisions based on guesswork

"I think I almost cried tears of relief when I left." "Walking away knowing I can take a fully paid maternity leave was better than my wildest dreams."

Becca built a financial plan that made a fully paid maternity leave possible without sacrificing the future of her business. 

"Literally just so! much! clarity! And peace!!! Oh my gosh, the peace! My anxiety levels around this area of business have decreased immensely. "She's giving me the peace and momentum to move forward with confidence!" 

AS HER BUSINESS GREW, WE BUILT THE FINANCIAL VISIBILITY SHE NEEDED TO KNOW WHAT SHE COULD AFFORD, WHAT TO PRIORITIZE + HOW TO MOVE FORWARD WITHOUT SECOND-GUESSING EVERY DECISION.

"Feeling lighter, refreshed, and not fearful of my business. I've gained clarity and direction! I have a better grip on the financial side of my business thanks to Christy and her team, and that is better than any financial gain... although the increased income is nice, too!"

BAILEE STOPPED FEARING THE FINANCIAL SIDE OF HER BUSINESS + STARTED MAKING DECISIONS WITH MORE CLARITY, CONFIDENCE + A HEALTHIER BOTTOM LINE.

“I don't know that I've said, specifically this, but if I haven't, you deserve to hear it. You have saved my marriage” 

THE CLARITY she BUILT AROUND THE BUSINESS CHANGED MORE THAN THE WAY she MADE FINANCIAL DECISIONS. IT CHANGED WHAT she BROUGHT HOME WITH THEM, TOO.

The above pricing reflects our standard monthly investment. Businesses with more complex needs such as high transaction volume, multiple financial accounts, or additional entities may require a customized proposal.

+$500 one-time onboarding

S Corporation

$850/month

sole propietorship

+$500 one-time onboarding

$750/month

Investment

QUESTIONS,
ANSWERED.

WHAT'S THE DIFFERENCE BETWEEN THE OPERATOR AND A TRADITIONAL BOOKKEEPING SERVICE? +

Most bookkeeping firms stop after reconciling your accounts and sending financial statements.

The Operator starts there.

Every month you'll receive clean books, visual financial reporting, and a personalized financial analysis explaining what changed, why it matters, and what deserves your attention next.

Our goal isn't just to keep your books accurate. It's to help you make better financial decisions because of them.

WHO IS THE OPERATOR DESIGNED FOR? +

The Operator is designed for established service-based businesses that have outgrown basic bookkeeping and want greater financial clarity.

If you're regularly making decisions around hiring, pricing, profitability, cash flow or growth, The Operator was built for you.

HOW DOES ONBOARDING WORK? +

Once your proposal is accepted, we'll reserve your onboarding and start date.

While we often book several weeks in advance, all new clients begin service on the first of the month. Starting everyone on the same reporting cycle allows us to build a clean financial foundation and deliver a consistent Operator experience.

DO YOU WORK WITH MY CPA OR TAX PREPARER? +

Absolutely.

We'll communicate directly with your CPA or tax professional whenever needed and provide everything they need to make tax season and year-end as seamless as possible.

DO YOU OFFER PAYROLL AND 1099s? +

We don't run payroll but can help track the reconciliations payroll through Gusto and prepare and file 1099s for clients using Gusto Payroll.

CAN YOU CATCH UP MY BOOKS IF I'M BEHIND? +

Absolutely.

If your books need cleanup or catch-up work before ongoing bookkeeping begins, we'll assess what's needed and provide a separate proposal before your monthly services begin.

WHAT ACCOUNTING SOFTWARE DO YOU USE? +

We work exclusively in QuickBooks Online and manage payroll through Gusto.

If you're currently using another platform, we'll guide you through the best transition during onboarding.

WHAT'S THE NEXT STEP? +

Choose whichever options below work best for you!

If you'd like to talk through your business first, schedule a discovery call.

If you're already confident The Operator is the right fit, you can skip the call and request a customized proposal instead.

Already know you're ready? (we love an efficient CEO!) 

Complete a short application and receive a customized proposal.

YES, I'M READY!!

Need to pick my brain first? Sure thing!

Let's hop on a quick call and make sure we're the right fit.

REady TO BEcome an OPERator?

Call me, Beep Me

On your designated start date, we're officially in your corner. We'll walk you through exactly what we need, coordinate the transition behind the scenes, and get to work. Your job? Keep running the business. Ours? Make sure you always understand how it's performing.

04

the party begins

Ball's in your court. Accept your proposal, sign your engagement agreement, and we'll reserve your onboarding. Every new Operator client begins service on the first of the month, so we'll lock in the start date that works best for both of us

03

You make it official

We'll review your business, bookkeeping needs, and reporting complexity to determine the level of support that's right for you. Then we'll send over a customized proposal with your investment, onboarding details, and recommended start date.

02

we dig in & send your proposal

Whether you booked a discovery call or completed the application, we'll learn more about your business and make sure The Operator is the right fit.

No black hole. No endless back-and-forth. Here's exactly what happens.

01

What happens next....

We have our call or review your application

Your business deserves more than Just accurate books.
It deserves financial clarity.