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.
Most owners at your stage have a bookkeeper, a CPA, and their own gut. That's enough to stay compliant. It's not enough to make confident decisions about pricing, hiring, cash, or what to pay yourself.
We fill that gap. We make sure your accounting is clean and reliable, then help you understand what the numbers mean and what to do about them. You get the financial thinking of a seasoned finance leader, sized for your business.
What changes for you:
Clarity → Clean, accurate books and reports you can actually trust.
Profit → A clear view of where the money goes, so you keep more of what you earn.
Cash & Pay → Steadier cash flow and a plan for what you can safely pay yourself.
Growth → A regular financial rhythm that helps you plan ahead instead of reacting.
So growth feels intentional, not stressful.
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
Support sized to your business. Every business is at a different stage, we start by understanding where you are and what you need, then recommend the right mix from four areas.
01 · FOUNDATION
Accounting Foundation
Clean, reliable books you can trust.
Every good decision starts with numbers you can rely on. We keep your books accurate, current, and ready whenever you or your CPA need them.
Bookkeeping
Reconciliations
Monthly financial statements
CPA coordination
02 · OPERATIONS
Accounting Operations
Smoother accounting workflows.
As you grow, the day-to-day money work multiplies. We take it off your plate and tighten the processes behind it, so bills get paid and invoices get collected on time.
Payroll coordination
Payables
Receivables and invoicing
Process improvements
03 · CLARITY
Financial Clarity & Oversight
Know what your numbers are telling you.
Reports only help if you understand them. We walk through the numbers with you and point out what matters: where profit comes from, where cash goes, and what to watch.
Financial reviews
Management reports
KPIs
Cash and profitability insights
04 · PLANNING
Strategic Financial Planning
Plan ahead with confidence.
Big decisions feel lighter when you can see what's coming. We help you plan ahead, so hiring, owner pay, and growth are based on the math, not a gut feeling.
Cash forecasting
Budgeting
Hiring and owner-pay planning
Growth planning
We recommend what you actually need.
Some clients need clean books and that's it. Others keep their bookkeeper and bring us in for planning. Many start with one or two areas and add more as the business grows. Because the four areas are built to work together, whatever you start with fits into a bigger system when you're ready for it. Either way, you get one clear, fixed monthly price.
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.