Accounting support that grows when you do
Streamline your job costing, accounting, and profit tracking with tools designed specifically for your businesses.
Plain-English finance for businesses ready to scale.
Job Costing & Project Accounting
Knowing if a job is truly profitable can be tough. We design job cost tracking systems that capture labor, materials, equipment, and purchase orders in one place. You’ll see at a glance which projects are making money and where costs are slipping—so you can take action early.
Bookkeeping & QuickBooks Support
We specialize in keeping your books clean, accurate, and up to date. As a QuickBooks ProAdvisor, we help set up, manage, and optimize QuickBooks for your business—so you get reliable financials without the frustration. From reconciliations and invoicing to payroll entries and month-end close, we handle the details so you can focus on the your business.
Automation & Systems
Tired of chasing receipts, timesheets, and approvals? We streamline your financial processes with the right tech stack. From QuickBooks integrations to Power BI dashboards and custom Power Apps for timesheets, we make your systems work together instead of against you.
CFO Support & Financial Strategy
When you need the expertise of an accounting staff member—but aren’t ready to hire full time—we step in as your on-demand finance team. Our support includes cash flow forecasting, budgeting, pricing and margin reviews, and KPI dashboards. You get the insights of a CFO without the overhead of adding another salary, giving you clarity and confidence as your business grows.
Expense Management
Managing costs can be one of the hardest parts of running projects. We put simple systems in place to capture receipts, track spending, and keep your budgets on target. From purchase orders to vendor payments, we help you stay in control of expenses so you protect your margins.
Project-Based Accounting Support
Not every business needs ongoing monthly services. Sometimes you just need a project tackled and done right. We take on one-time and short-term projects such as QuickBooks clean-ups, chart of accounts reorganizations, system migrations, or custom Power BI dashboards. This gives you the expertise you need for a specific initiative—without the commitment of a long-term contract.
User-Friendly Interface
Finances shouldn’t feel complicated. We design systems and reports that are easy to read, easy to use, and tailored to how you actually run your business. From a clean QuickBooks setup to visual Power BI dashboards, you’ll get a clear view of your numbers in plain language—so you can make decisions with confidence instead of confusion.
Scalable Solutions
Your financial needs won’t stay the same as you grow—and we design our support to scale with you. Whether you’re just getting your books in order or ready for advanced forecasting and automation, we provide right-sized services that expand with your business instead of locking you into a one-size-fits-all model.
Financial clarity for businesses on the rise.
Manage job costs accurately, streamline accounting, and track profits with tools designed for your business.
Common Questions
Find answers to frequently asked questions about our financial services designed specifically for you. Understand how our tools simplify job costing, accounting, and profit tracking.
How does BSO help with job costing?
We provide tools that track expenses and labor per project, enabling accurate cost management and budgeting.Can I integrate BSO’s accounting tools with my existing software?
es. We primarily use QuickBooks as the backbone of our bookkeeping and reporting, and we’re a Certified QuickBooks ProAdvisor. That means we can optimize your setup, integrate it with tools you already use—like payroll, receipt tracking, or project management software—and even build custom Power BI dashboards or Power Apps to pull it all together. Our goal is to make your systems work seamlessly, not add more complexity.
How does profit tracking work?
Our system monitors revenue and costs in near real time, giving you clear insights into project profitability.
What support is available for early-stage or expanding companies
We offer right-sized solutions designed for businesses in growth mode. For early-stage companies, that might mean clean bookkeeping, invoicing support, and simple cash flow tracking. As you expand, we can layer in job cost tracking, forecasting, KPI dashboards, and CFO-level guidance. Our goal is to give you exactly the level of accounting support you need today, with the ability to scale as your business grows.
What is the onboarding process?
We offer guided setup and ongoing support to ensure you get the most from our financial tools.
Need More Help?
Contact BSO Financial Services to discuss your specific needs and how we can support your business growth.
