About BSO Financial Services

We provide bookkeeping, financial planning, part-time CFO support, and process automation. Our work covers daily tasks like reconciliations, invoicing, and receipt management—plus higher-level needs such as cash flow forecasting, KPI dashboards, and system setup with tools like QuickBooks, Power BI, and Power Apps.

We cut out the jargon and build plain-English financial systems tailored to you. Instead of complex spreadsheets and scattered apps, you get clear reports, streamlined processes, and automations that save time—so you can focus on running your business, not chasing paperwork.

Yes. Job costing is one of our specialties. We help you track labor, materials, equipment, and purchase orders across projects so you always know which jobs are profitable and where costs are slipping. We also build dashboards to make job performance easy to monitor day-to-day.

We act as your on-demand finance team—providing the expertise of a bookkeeper, controller, or CFO without the cost of adding another full-time salary. Our services scale to your needs, whether that’s keeping your QuickBooks clean, building cash flow forecasts, or creating dashboards that track performance. You get the financial clarity and support to grow confidently, with the flexibility to add more as your business expands.