01 — Weekly
Cash Visibility
30–90 day projections, refreshed every week. No more end-of-month surprises. You always know exactly where your cash stands — and where it's heading.
Financial Clarity for Growing Firms
Financial Clarity.
Without the $200K Hire.
Get a clear, forward-looking view of your business — weekly cash visibility, monthly executive reporting, quarterly tax estimates, and strategic guidance from a Big 4-trained CPA. All for a fixed monthly fee.
Alex Velazquez, CPA · Founder & President, Beyond The Books
Get Started
Answer a few quick questions and get started with financial clarity.
- Big 4
- CPA Backgrounds
- GAAP
- Framework Compliant
- CA
- Licensed & Certified
- Fixed
- Monthly Fee
The Silent Cost
You're making decisions without a clear financial picture.
- Cash surprises keep finding you at the worst possible moments.
- Tax bills arrive with numbers you weren't prepared for — every quarter.
- Major decisions — hiring, pricing, capital — get made without real financial visibility.
- You spend hours inside QuickBooks instead of hours with clients.
- Your books tell you what already happened. Not what's coming next.
The CEO of a $100M company never opens QuickBooks. They get a clean report on Friday, ask the right questions, make the decision, and move. That's the clarity your business needs now.
The Real Math
A full-time CFO costs $200K+. Clarity doesn't have to.
Here's what hiring in-house actually costs — and where Beyond The Books fits.
Controller
$120–160K
per year · ~$10–13K / month
Day-to-day accounting, reporting accuracy, internal controls. Strategic guidance is limited.
Full-Time CFO
$180–250K+
per year · ~$15–21K / month
Full strategic oversight. Big 4 CFOs command $250–350K+ base. More than most growing businesses need right now.
Beyond The Books
Fractional CFO
$3K–5K
per month · all-inclusive fixed fee
CFO-level clarity, weekly cash visibility, monthly reporting, quarterly estimates. Big 4-trained. No surprises.
Same strategic clarity. A fraction of the commitment. No recruiting. No benefits. No bad-hire risk.
* Controller range: Glassdoor U.S. data. CFO range: Glassdoor and CFO-search.com (private companies $10M–$50M revenue). Big 4 CFO premium: Salary.com.
What You Get
Four things that bring clarity to your inbox. Every month, without fail.
02 — Monthly
Executive Reporting
Financial statements paired with executive-level analysis. The kind of clarity that builds confidence with partners, lenders, and your own team.
03 — Quarterly
Planning & Forecast Support
Forward-looking financial planning to support hiring, growth, and overall business direction — with more confidence and fewer assumptions.
04 — Ongoing
Strategic Guidance
A senior CPA at your table for every major decision — hiring, expansion, pricing, capital. Data-driven input from someone who knows your business inside out.
Who It's Built For
Businesses that have outgrown basic bookkeeping.
01
Marketing & Creative Agencies
Client profitability, retainer cash flow, service-line margins — know exactly what drives your business and where to focus for growth.
02
Law Firms & Legal Practices
Trust accounting, fee collection cycles, partner distributions — made with confidence, not guesswork, every single month.
03
Consulting & Advisory Firms
Project-based revenue requires real forecasting discipline. We bring structured cash planning and financial visibility to your practice.
04
Engineering & Architecture Firms
Project billing cycles, cash flow timing, and profitability visibility — so every decision around hiring, capacity, and growth is backed by clear data.
KPMG AlumniLicensed CPABig 4 AlumniUCSB
Who You're Working With
Enterprise-level expertise. A clearer view of your business.
Beyond The Books is led by Alex Velazquez, CPA, Founder and President, bringing Big 4 and advisory experience into a practical model for growing businesses that need financial clarity without building a full internal finance team too early.
Alex spent the majority of his career in external audit at KPMG Los Angeles — including a three-year international assignment at KPMG São Paulo. He also serves as Managing Director of Horizon Advisors, advising on SEC filings, M&A, and technical accounting.
Big 4 Trained
KPMG background at the enterprise level — the same rigor applied to your growing business.
Licensed CPA
Held to the highest professional and ethical standards in the industry.
Senior-Level Access
Senior-level professionals at your table — no junior associates, no handoffs, no layers.
Proactive Partner
Weekly cash reports, quarterly estimates, and monthly analysis — always forward-looking, always clear.
Client Perspective
What founders say after they finally have clarity.
For the first time, I actually understand my cash position and can make decisions with confidence. Having a CFO-level partner changed how I lead the entire business.
Founder, Services Business
Financial Clarity
We went from tax surprises every quarter to knowing what's coming 90 days out. That visibility alone was worth it — before any of the strategic CFO work even started.
Managing Partner, Professional Services Firm
Proactive Planning
Having Big 4-level expertise without the Big 4 price tag has been extraordinary. They treat my business like it matters — because to them, it clearly does.
CEO, Professional Services Firm
Strategic Partnership
Common Questions
Common questions, answered directly.
Still have questions? Get clarity.
Every business is different. Get started and get a clear read on what financial clarity would look like in your business.
Get Started
Your business deserves a clear financial picture.
Get started with fractional CFO support. You'll see exactly where your business stands financially, what clarity looks like in practice, and the exact next steps to get there.
No sales rep — you speak directly with the CFO.