Growing a service business is hard enough.
Managing the financial side alone makes it even harder.
Outsourced Accounting & CFO Guidance for Growing Service Businesses.
We give owners clean books, clear numbers, and a practical financial system
to make smarter growth decisions, improve cash flow, and increase profit.
The Story We Hear From Most Service Business Owners.
The business is growing, but the financial side hasn't kept up.
At first, you could manage it all - sending invoices, paying bills, tracking expenses. But growth brought more clients, more transactions, and more complexity.
Now it looks more like this:
Bookkeeping is always behind or half-finished.
You're checking the bank balance to make decisions.
You're not sure where the money's going or what you can safely pay yourself.
Revenue is up, but profit isn't.
Cash flow feels unpredictable - even when business is good.
You're unsure if you can really afford to hire or invest in growth.
You're reacting to financial problems instead of planning ahead.
You're not failing. Your financial system is. It wasn't built to support the business you're running today.
That's where we come in.
How We Work
We bring calm, structure, and clarity to your business finances.
At My Accounting Squad, we support 7-figure service businesses. We clean up the chaos, keep your books accurate, and provide the CFO guidance to help you make smarter growth decisions, improve cash flow, and increase profit.
We start with a complimentary Profit & Cash Review, then match you with the right level of support - from Profit Foundation to Profit Elevation to Profit Acceleration.
With a full accounting squad behind you, you’ll finally have:
Clarity → Clean, accurate books and clear numbers you can trust
Profit → Insight into where the money really goes, so you can keep more of what you earn
Cash & Pay → A steadier cash flow and a plan for what you can safely pay yourself
Growth → A practical financial rhythm built to support your next stage, not just keep up with the last one
So your business is ready for what’s next - without the financial chaos or stress.
Our Approach is Simple.
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1 - Profit & Cash Review
We start with a quick Profit & Cash Review to see where your books and cash really stand, and surface 1–2 easy wins you can act on right away.
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2 - Clean Up the Books & Stabilize the Basics
We clean up your bookkeeping, fix the mess, and keep your books accurate and tax-ready so you can finally stop avoiding your numbers.
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3 - Build Profit, Cash & Owner Pay Habits
With clean numbers in place, we meet regularly to spot profit leaks, steady your cash flow, and help you pay yourself more, consistently.
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4 - Grow Sustainably with Confidence
Now you can hire, invest, and plan ahead with a CFO partner so growth feels intentional and calm instead of reactive and stressful.
Our Services
Each package delivers clean books, clearer decisions, and profitable growth. The right level depends on your business’s complexity, the depth of guidance you need, and how involved you want us to be
Profit Optimization
(High touch outsourced finance function for deep insight & stronger financial performance.)
Starting at $5,500 /month
For more complex service businesses that need deeper financial oversight and a more involved finance partner. You get everything in Profit Growth, plus expanded forecasting, advanced reporting, finance operations support, and more frequent guidance to improve margins, strengthen cash flow, and optimize profitability across the business.
Profit Growth
(Accounting plus monthly CFO guidance to improve profit, cash flow, and decision-making.)
Starting at $2,750 /month
For owners who want more than accurate reports. You get everything in Profit Foundation, plus monthly CFO guidance, forecasting, margin insight, owner-pay planning, and clear action steps to improve profitability. We help you use the numbers to make smarter decisions around pricing, hiring, spending, capacity, and growth.
Profit Foundation
(Clean books, clear numbers, and essential profit visibility.)
Starting at $1,950 /month
For growing service business owners who need reliable accounting and a clearer view of how the business is performing. We keep the books accurate and up to date, provide plain-English reporting, and give you the visibility to understand profit, cash flow, and owner pay so you can make better decisions with confidence.
Why Us
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We’ve been in your shoes.
We’ve run and supported service businesses, so we understand the pressure of payroll, unpredictable cash, and trying to grow while the numbers feel messy.
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We grow with you.
From Profit Foundation to Profit Growth to Profit Leadership, our support scales as your business does. You don't have to outgrow your financial team.
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We build systems.
We clean up your books, then put simple, repeatable financial routines in place so you’re not constantly reacting to emergencies.
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We speak human.
No jargon, no lectures. Just clear numbers, plain-English explanations, and practical guidance you can actually act on.
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We’re your squad.
You get a full squad - bookkeeping, advisory, and operations support that feels like an in-house team, without the full-time cost or management headache.
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We focus on your business.
We’re not just here to keep you compliant. We help you see where the money really goes, keep more of your profit, and pay yourself more consistently.
About Us
Meet your squad. The team behind your numbers and by your side every step of the way.
Profit Advisor & Co-Founder
Wilson Li, MBA
I've built 3 professional service firms, so I know firsthand how it feels to have growing revenue and constant stress over profit, payroll, and cash flow.
Earlier in my career, I scaled a creative agency too fast. We hired too early, priced too low, and didn't have the financial visibility to catch the warning signs in time. We eventually had to close it down. This experience shaped everything about how I run My Accounting Squad today.
With 15+ years in finance leadership, I've helped service businesses keep more of what they earn, run more efficiently, and scale without the chaos.
At My Accounting Squad, I combine entrepreneurial experience with finance expertise to help owners build businesses that are more profitable, easier to run, and ready for what's next.
Accounting Advisor & Co-Founder
Maria Li
With 20+ years in accounting, I've managed every part of an accounting department - bookkeeping, payroll, accounts payable, receivables, vendor management, and reporting.
As Controller for two fast-growing tech startups, I built finance systems from scratch and kept operations running smoothly through rapid growth.
I know what it takes to keep a business organized, compliant, and financially healthy. At My Accounting Squad, I make sure our clients' books are accurate, their systems work, and their numbers are ready for whatever's next, so they can focus on running their business with confidence.
FAQs
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We’re more than data entry. We’re your financial co-pilot—building systems, translating your numbers into strategy, and helping you grow profitably. You don’t just get reports—you get clarity, accountability, and action.
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Nope—we work with service businesses across the U.S. Because our systems are fully cloud-based, we can support you wherever you are. Most of our clients are remote-first and value flexible, responsive financial support.
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Yes. Bookkeeping cleanup is one of the most common reasons clients come to us. Whether it’s a few months or a few years behind, we’ll get your books caught up, accurate, and audit-ready—then keep them that way.
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We specialize in service businesses navigating the “messy middle” of growth. Most of our clients earn between $500K–$5M annually and are looking for financial clarity to scale with confidence.
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Yes. We exclusively work with clients on QuickBooks Online. If you’re not on it yet, we’ll handle the setup or conversion for you during onboarding.
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No — we’re not a tax-prep firm. Our role is to give you clean books, cash flow clarity, and financial insight so you can run your business with confidence. We work hand-in-hand with your CPA, providing everything they need for accurate, stress-free tax filing — and we’ll even coordinate with them directly as part of our support.
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That’s totally fine. We often work alongside existing staff or take over if you’re ready for more reliable, structured support. We bring the systems, strategy, and clarity most internal teams don’t have time for.
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If you’re unsure, we’ll help you figure it out. Just book a free discovery call, and we’ll talk through your goals and current challenges. You’ll walk away with clarity—even if we’re not the right fit.
Let’s Talk About Your Finances.
Not sure which package is right for you?
Book a free consultation.
We’ll review your goals, where you are now, and the best path to clarity, control, and confident growth.