Stop being reactive in your business. Be PROACTive

Cutting-edge bookkeeping, compliance, and outsourced CFO services.

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Worry less & thrive more

It's our mission and we take it seriously. We take on the tough tasks of bookkeeping, payroll, tax, and compliance that weigh down owners & directors. We provide output and advising that empowers you and your team to focus on your goals.

Everything to complete or enhance your accounting system

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Our vision is to enable accounting processes that make you efficient, faster, and better equipped to serve your customers and donors.

Spencer Jones founder at Proact CFO


Streamlined transaction tracking & reporting. We keep your income & expenses in the right places to empower real-time decisions.

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Payroll & time tracking

Simple payroll, time-tracking, and benefits plans for one employee to hundreds.

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Compliance & tax

Stress-free audit responses, licensing, insurance and regulatory reporting & taxes.

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CFO and advising

Reporting, planning, and analysis to help you grow and thrive. Forecasting and financial prep for lending, donors, and investors.

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Unlock financial insights with powerful accounting features

Don't fly blind. We'll help build and streamline your core accounting processes so you can focus on strategy.


Beyond an ordinary profit & loss statement... we'll help implement multiple views and every plan includes a base live dashboard.

Your own experienced accounting department

You will have access to a senior advisor, analyst, and compliance specialist. Our client portal provides you with direct access to your team.

Powerful tools & partners

We utliize and implement the industry's most effective technology tools. Our strategic partnerships allow us to serve organizations from one to one thousand employees.

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Our pricing

Pricing plans for businesses at every stage of growth. The prices blow represent example starting points. Your custom quote will reflect your unique requirements.

$500 /mo

Starting price for entry-level bookkeeping plans.

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$1,500 /mo

Starting price for organizations with $200,000 or more in annual expenses

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$2,500 /mo

Starting price for an outsourced CFO.

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Let's talk

Don't see a plan to fit your model. We'll be glad to discuss options.

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Why choose us?

We love what we do -- helping you and your organization to reach your greatest potential! We often see a business or non-profit "running" the founders. We want to see you running it. Our team will be your true partners and support in this journey.