Question 1

What bookkeeping services does BrightPath CFO offer?

Accepted Answer

BrightPath CFO offers done-for-you monthly bookkeeping, QuickBooks setup and cleanup, controller services, fractional CFO services, and small business accounting. Every plan includes certified QuickBooks ProAdvisor expertise, monthly reconciliation, a monthly P&L and Balance Sheet, and a dedicated point of contact. Bookkeeping starts at $399/month with fixed pricing and no surprise invoices.

Question 2

What areas does BrightPath CFO serve?

Accepted Answer

BrightPath CFO is headquartered in Columbia, Maryland and serves businesses across Maryland including Baltimore, Ellicott City, Silver Spring, Rockville, Annapolis, Frederick, Gaithersburg, Laurel, Bowie, Towson, and Bethesda. We also work with businesses nationwide through QuickBooks Online.

Question 3

How much do BrightPath CFO bookkeeping services cost?

Accepted Answer

BrightPath CFO uses fixed monthly pricing with no hourly billing or surprise invoices. Bookkeeping services start at $399/month. Controller services start at $1,199/month. Fractional CFO services are custom priced based on business needs and complexity.

Question 4

Is BrightPath CFO a certified QuickBooks ProAdvisor?

Accepted Answer

Yes. BrightPath CFO is led by Chad Burns, a Certified QuickBooks ProAdvisor based in Columbia, Maryland. Every client works directly with a certified expert. Chad has helped over 100 business owners across Maryland get their QuickBooks in order and understand their profitability.

Question 5

Does BrightPath CFO specialize in HVAC bookkeeping?

Accepted Answer

Yes. BrightPath CFO has a dedicated HVAC bookkeeping practice with deep expertise in job costing per service call and installation, seasonal cash flow forecasting, inventory tracking for parts in trucks and warehouses, mixed W-2 and 1099 payroll, maintenance contract revenue, and service vs. install profitability reporting in QuickBooks.

Question 6

What is included in the Controller Services plan?

Accepted Answer

The Controller Services plan starts at $1,199/month and includes everything in the bookkeeping plan plus advanced financial reporting and analysis, budget vs. actual analysis, KPI tracking and custom dashboards, cash flow forecasting, monthly strategy calls, and accounts receivable and payable management.

Question 7

What does a Fractional CFO do for my small business?

Accepted Answer

A Fractional CFO from BrightPath CFO provides executive-level financial strategy without the cost of a full-time hire. Services include strategic financial planning, scenario modeling and forecasting, fundraising and investor relations support, pricing strategy analysis, M&A advisory, weekly executive briefings, and annual budgeting. Custom pricing based on your business.

Question 8

What industries does BrightPath CFO work with?

Accepted Answer

BrightPath CFO specializes in bookkeeping and CFO services for HVAC contractors, electricians, plumbers, and architects. We understand the financial complexity of trades and service businesses including job costing, seasonal revenue swings, equipment inventory, and mixed W-2 and 1099 workforces.

Question 9

What happens during a QuickBooks cleanup with BrightPath CFO?

Accepted Answer

During a QuickBooks cleanup, BrightPath CFO restructures your chart of accounts, connects bank feeds, reconciles historical transactions, and corrects any duplicate entries or miscategorized expenses. Your books are made accurate before ongoing monthly management begins.

Question 10

How does BrightPath CFO onboarding work?

Accepted Answer

Onboarding starts with a free 15-minute financial assessment call to understand your business and QuickBooks setup. BrightPath CFO then builds a custom service plan, completes a full QuickBooks cleanup, and transitions into ongoing monthly management with reconciled books and financial statements delivered on schedule every month.

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