Bookkeeping Services
Your numbers are only as good as the books behind them. Treehouse Capital provides reliable, clean bookkeeping support for founder-led businesses that need accuracy, timeliness, and real financial visibility.
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“I was initially hesitant to sell my business given all the unknowns. Treehouse Capital was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Sam Allsopp
Neal Roofing
“Treehouse Capital played a crucial role in maximizing the value of my business. They conduct themselves with utmost transparency and were pivotal in achieving a highly favorable outcome. Despite initial skepticism, I am pleased that I trusted their team’s guidance.”
Jeff Bennett
Access Overhead Door
“Treehouse Capital has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“I was initially hesitant to sell my business given all the unknowns. Treehouse Capital was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Mac Weinles
Squash Exterminating
Who We Work With
You’re too busy to manage the books or tired of cleaning up after someone else. We support:
- Business owners who need clean, timely financials
- Companies dealing with messy or delayed month-end closes
- Teams needing better financial reporting and reconciliations
- Operators without internal bookkeeping or accounting staff
- Founders who want peace of mind their books are accurate
What Makes Us Different
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Our Process
1
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
2
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
3
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
4
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
5
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
6
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
7
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
8
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
9
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
What We Offer
Scope of Work
Bookkeeping
Historical Quickbooks Cleanup
✓
Industry Specific Chart of Accounts
✓
Accrual Accounting Implementation
✓
Transaction Processing (AP / AR / Payroll / Bill Entry)
✓
Account Reconciliations
✓
Month End Close Management
✓
Basic Financial Statements
✓
Coordinate with CPA for Tax Prep
✓
Get a Clear Picture of Your Financial Health
Before any engagement, we begin with a Financial Health Assessment (FHA) to show you where your finances stand and identify areas for improvement.
We review your accounting systems, reporting accuracy, cash flow, profitability, internal controls, and potential risks. With read-only access to your books, we provide clear, actionable insights you can use right away. It’s like a financial physical for your business, designed to help you make confident and informed decisions.
Industries We Serve
Legal Services
Restoration Services
Medical Spas & Dental Practices
Youth Sports Organizations
Pest Control Services
HVAC Services
Foundation Repair Services
FAQs
What bookkeeping platform do you work with?
We primarily work with QuickBooks Online but can also support other systems depending on your setup. As part of onboarding, we review your current tools and recommend any improvements as needed.
Will you clean up our existing books or only handle future transactions?
We do both. If your books are behind or messy, we start with cleanup—including historical entries and reconciliations—before moving into ongoing monthly bookkeeping and reporting.
What does “month-end close” mean and do you handle it?
Yes, we fully manage the month-end close process. That means reconciling accounts, reviewing financials, and preparing basic financial statements—typically completed by the 15th of each month.
How do you coordinate with our CPA for tax prep?
We keep your books clean, accurate, and fully organized throughout the year and can communicate directly with your CPA to provide the reports and documentation they need for tax filings. While we do not prepare or file taxes ourselves, we work closely with your CPA to ensure they have everything required, making tax season smoother, faster, and more efficient for everyone involved.
Do you offer flexible pricing or hourly billing?
No hourly billing here. We offer flat monthly pricing so you know exactly what to expect—no surprises, no hidden fees. Pricing is based on the scope of work and your business complexity.
Build a Stronger Business with a Finance Partner You Can Trust
Treehouse Capital provides clean books, reliable reporting, and senior-level financial insight so you can scale, improve profitability, and prepare for whatever comes next — without the cost of a full-time hire.