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.
Fractional CFO & Advisory
CFO-Level Leadership.
Without the $200K Hire.
A senior Big 4-trained CPA, embedded in your business as your Fractional CFO. Weekly cash visibility, monthly executive reporting, quarterly tax estimates, and strategic guidance — all for a fixed monthly fee.
Alex Velazquez, CPA · Founder & President, Beyond The Books
Schedule a Free Consultation
In 30 minutes, you'll know exactly where your cash stands — and what to do next.
- Big 4
- CPA Backgrounds
- GAAP
- Framework Compliant
- CA
- Licensed & Certified
- Fixed
- Monthly Fee
The Silent Cost
You're running the finances instead of running the business.
- 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 operating model your business needs now.
The Real Math
A full-time CFO costs $200K+. You don't need that yet.
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 leadership. Big 4 CFOs command $250–350K+ base. Premature for most growing businesses.
Beyond The Books
Fractional CFO
$3K–5K
per month · all-inclusive fixed fee
CFO-level strategy, weekly cash visibility, monthly reporting, quarterly estimates. Big 4-trained. No surprises.
Same strategic oversight. 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 Your CFO Delivers
Four things land in your inbox. Every month, without fail.
02 — Monthly
CFO-Level Reporting
Financial statements paired with executive-level analysis. The kind of reporting that builds confidence with partners, lenders, and your own leadership 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 financial expertise. A more practical partner for growth.
Beyond The Books is led by Alex Velazquez, CPA, Founder and President, bringing Big 4 and advisory experience into a more practical model for growing businesses that need strategic financial support without building a full internal finance leadership 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 CFO analysis — always forward-looking.
Client Perspective
What founders say after ninety days.
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
Cash Visibility
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
Before You Book
Common questions, answered directly.
Still have questions? Let's talk.
Every business is different. In 30 minutes with Alex, you'll get a clear read on your current financial picture, direct answers to your questions, and a specific view of what CFO-level support would look like in your business.
Let's Talk
Your business deserves a CFO in its corner.
Schedule a conversation with Alex. In 30 minutes, you'll see where your business stands financially, what strategic CFO partnership looks like in practice, and the exact next steps to get there.
Book directly on Alex's calendar — you talk to the CFO, not a sales rep.