Hoffbeck + Co
Finance

Your numbers are trying to tell you something. Your finances should make it easier to see what’s true and move with confidence, and you won’t get judgment from us for wherever you’re starting. Good finance creates calm and supports clear decisions. Good finance is steady, reliable, and designed to guide you.
That’s what a strong financial house stands on.

Bookkeeping

CFO Services

Budgeting & Forecasting

CPA Liaison

Check Out Packages →
Free Tax Deduction Calculator →
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    Actually Know Your Numbers

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    Save Time + Money

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    Get Total Peace of Mind

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Are you totally winging it when it comes to finances?

IF YOU’RE FEELING…

  • Stressed when thinking about your bookkeeping

  • Like you’re always scrambling to catch up at tax time

  • Worried that your books are full of errors

  • Unsure of how much you should really be paying yourself

  • Like you want to grow your team, but aren’t sure if you can afford it

  • Confused when it’s time to make financial decisions because you don’t have a pulse on your numbers

Then it’s time you have a finance team in your corner to eliminate these problems.

Getting help with your finances shouldn’t make you feel judged. There’s no shame in asking for help where you need it (and everyone needs help somewhere).

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FELLOW OWNER,

A FEW OF THE BUSINESSES WE’VE SUPPORTED OVER THE YEARS

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  • Bradley Mountain logo with text in black on a transparent background.
  • Logo for Emily Rubenstein Law with intertwined initials ER in navy blue and the firm name to the right.
  • Logo for Legacy Hill Farm with cursive white text on a black background
  • Moniker Group logo in black text on a white background
  • Stylized logo with a mountain silhouette and the word 'DREAM' written underneath, with the 'A' replaced by a mountain peak.
  • Logo of Ob Beans Coffee Roasters featuring a blue bird silhouette above the bold text 'OB BEANS' with smaller text 'COFFEE ROASTERS' arranged in an arc.
  • Silhouette of a cat sitting and looking to the side.
  • Logo for Sur Coffee, a cafe and roastery, featuring the name in large brown text on a white background.

FINANCIAL HELP FOR WHERE YOU ARE + WHERE YOU’RE HEADED

The Finance Packages

Your numbers should tell a clear story, and that story should help you make more informed, empowered decisions for your business. Our finance packages combine solid bookkeeping with smart strategy, so you get clarity and confidence to make decisions that move your business forward. From foundational systems to full financial management, we’ll help you stay organized, informed, and in control of your growth.

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Bookkeeping

Clean books. Clear numbers. Every month.

Best for: Service businesses ready to stop guessing and start seeing what’s actually happening in their finances.

What’s Included

  • Accurate, timely bookkeeping done monthly

  • Monthly financial statements

  • Chart of accounts built for your business, not a template

  • Complexity-based pricing reflecting your entity structure, transaction volume, and the level of expertise your books require

  • Onboarding fee waived with a 12-month engagement.

Monthly flat fee
starting at $550

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Fractional CFO

Strategy. Forecasting. A Financial Partner.

Best for: Businesses that need more than clean books. You need someone thinking ahead with you.

What’s Included

  • Monthly strategy session with a dedicated CFO

  • Cash flow forecasting tailored to your business

  • Budgeting, scenario planning, and financial modeling

  • Budget vs. actuals review

  • Tax strategy coordination with your CPA

  • Async access for quick financial questions between sessions


Monthly flat fee
starting at $2,000

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Bookkeeping + Fractional CFO

Finance Team Who Knows Your Business. Inside + Out.

Best for: Businesses that want both Bookkeeping and Fractional CFO services.


What’s Included

  • Get both Bookkeeping and Fractional CFO services combined into a single engagement and monthly flat fee.

  • We’ll scope it based on your business.








Monthly flat fee
starting at $2,550

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  • Additional Support

Some things fall outside your monthly package. We handle these too, scoped and quoted separately:

  • 1099 preparation and filing

  • Sales tax consulting, registration, and audit support

  • Audit support: EDD, State, and IRS

  • Extended CPA coordination

  • Other project-based financial work

  • Add-on: Strategic Advisory

Want a monthly strategy session without the full CFO engagement? Our Strategy Practice offers monthly advisory sessions starting at $500/mo.

More About Strategic Advisory

Need one-off finance help?

If you have a specific finance project you need assistance with, we can bid it out and help. Common one-off finance projects include:

  • Company valuation

  • Raising capital

  • Strategic operating agreement

  • Financial agreements

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    "They've helped me improve my business with patience and without judgment.

    I am so grateful that I was referred to Hoffbeck + Co. They have helped my business grow significantly and I feel more organized, deliberate in decision making, and supported in my business with them by my side. I was skeptical that I could find people in the finance space that I could trust (so many gimmicks out there) -- let alone who would be awesome to work with… They're professional, responsive and knowledgeable.”

    EMILY RUBENSTEIN

    EMILY RUBENSTEIN LAW, PC

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    Lane helps us set goals and forecast, so we've been able to grow over the last 10+ years.

    "Lane is an irreplaceable part of our team. As a small business owner, you can't be great at everything, even if you were, there's not enough time in a day to do it all well. The team at Hoffbeck + Co cleaned up and continue to manage our books so we can make smart financial decisions. Lane helps us set goals and forecast, so we've been able to grow over the last 10+ years. We honestly wouldn't be functioning, and may not even be in business still, if it weren't for Lane's financial help and guidance.”

    JOAN H.

    OWNER OF LEGACY HILL FARM

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    "Can't say enough good things!

    They've already helped me pivot so much with my business and have grown my knowledge to better my business exponentially. They are thorough, kind, and easy to work with.”

    RACHEL LUNGHI

    SIREN FLORAL CO.

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    “Would 10/10 recommend this duo to anyone and everyone.

    Absolutely wish we could give Lane and Mahla more stars! We started working with them to plan out a direction to grow our business, and now we are navigating all things business with Lane. We felt extremely confident in his knowledge and understanding of strategically making business decisions within our first call.”

    CAITLIN ABERLE

    REALM DESIGN

Meet the Finance Team

Lane Hoffbeck

CONSULTANT + PARTNER

Jessica Heeg

BOOKKEEPER

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QuickBooks Pro Advisors

QUICKBOOKS ONLINE IS THE GOLD STANDARD SOFTWARE FOR BOOKKEEPING FOR SMALL BUSINESS.

As independent QuickBooks Pro Advisor professionals, we help businesses set up and manage their QuickBooks Online accounts, ensuring accurate financial records and efficient bookkeeping.

Get the valuable financial insights and guidance you need to be confident in your company’s finances. Our services include tasks such as categorizing transactions,  generating financial reports, reconciling accounts, and customizing your chart of accounts to fit your unique business—which allows you to make informed decisions based on accurate financial data. You can also rest easy knowing that we stay informed on the latest QuickBooks updates and industry trends, ensuring you benefit from the most current and effective bookkeeping practices. 

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Realize Value from Day 1

Results you can expect with H+Co Finance:

  • Know exactly where your money is going

  • Make smarter business decisions

  • Steady your cash flow 

  • Expert support, without full-time cost

  • Be ready for what's next -- hiring, expanding, raising capital

  • Spend more time doing the work you love (not deep in numbers)

Schedule a Call
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FREE DOWNLOAD

The Financial Accounts Setup Guide Every Small Business Needs

This guide gives you specific steps to take and offers important factors to consider to help you get your business financial organization set up intentionally, giving you confidence and peace of mind.

Download now

FAQs

Check out the questions we often get about finance and bookkeeping services (and our answers).

  • Bookkeeping and CFO Services are separate services and one isn't required for the other. For well-rounded financial support, a lot of businesses start with bookkeeping and add-on monthly Strategic Advisory, then expand their CFO services when they are ready.

  • Yes, we can work alongside your existing bookkeeper.

  • The setup fee is waived with an annual commitment, otherwise, yes, there is a one-time setup fee for bookkeeping services.

    Setup includes tasks such as: ensuring your bank and credit cards are syncing properly; customizing your chart of accounts; and getting access to your accounts, payment processors, and reporting.

  • We list “starting at” rates because the price may go with with: the number of financial accounts, the number of payment processors used (Stripe, Square, PayPal, Shopify, Venmo, etc.), accrual basis reporting, transaction volume, bank syncing, increased manual entry required based on unique business needs, project tracking, significant personal transactions, etc.

    Your bookkeeping services will be a flat rate locked in each month.

  • Great question. There are a number of factors, including but not limited to:

    - Volume of transactions

    - Manual entries vs automatically synching transactions

    - Complexity of accounts

    - Accrual vs Cash basis accounting

    - Inventory tracking

    - Project-based revenue and expense tracking

    — Number of payment processors

    — Industry-specific accounting standards (i.e. legal trust accounting)

    — Hybrid personal/business account usage

    — Level of detail

    This is why our packages have "starting at" rates. As complexity increases, you'll be notified of additional fees that might be applicable, yet may still allow you to stay within your tier.

  • Yes, we can help with historical bookkeeping and cleaning up past month’s books. Inquire and we can get you a quote.

  • Yes, we can. This would be an additional fee based on the number of contractors you have that qualify for 1099s filings, as well as the volume of transactions for those contractors. You can add this service onto your bookkeeping package. Inquire for more info.

ON THE BLOG

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Less time worrying.
More time growing.

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