Grow your business enterprise into a business empire.

Through financial insights, optimization, and strategy, Bookmark brings powerful fractional CFO services to growth-minded businesses.

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About Us

Your business is alive.
Give it what it needs to thrive.

Your business should bring you financial stability. Bookmark offers the full gamut of services for those prepared to embrace lucrative margins, leaner operations, and a robust business model.

Leveraging over a decade of experience in public accounting, healthcare, e-commerce, and real estate, we bring you years of expertise at a fraction of the cost.

Our Services

A glimpse at what we do you’ll see.

Bookmark’s services are a dynamic process defined by the rhythm of your business.

You’ll get a bird’s eye view of where your business stands and where it is headed.

You'll gain clarity on exactly what needs to be done to build a profitable, sustainable business.

Most importantly:
You’ll have an expert financial partner and data-based insights so you can make educated rather than emotional decisions.


Everything about your operations needs to further your financial goals.

Where do I go from here?

Financial strategy

Bookmark provides a comprehensive analysis of your finances, trends, and margins, and creates a proactive plan. We then build a roadmap to help you reach full business profitability.

I have sales, but where is my cash?

Cash flow optimization

Bookmark combs through your accounts to find the empty gaps in your working capital. From there, we’ll create a robust deliverable where you can see where your money is headed—and act accordingly.

I need business guidance.

Coaching and Consulting

Bookmark hones in on your biggest hurdles and works to resolve them with labor optimization, cost/price analysis, sales training, and other services. Expect smoother operations and lucrative margins across the full length of your business.

I want one-stop shopping.


Bookmark offers bookkeeping as a companion to our CFO services. This is ideal for smaller companies who need precise and thorough accounting under one roof.

Let's work together


About us

In the earliest days of your small business, you handled many of your most important organizational functions. Now your business has grown and what saved you money back then may be costing you money now. As a business owner, your time is far too valuable to spend handling your own financial processes. Who can you rely on to boost your bottom line?



You run your business, leave the numbers to us.