The Abacus Whiz

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We Partner with Entrepreneurs to make number sense for your future-centric decisions

Explore an accounting pulse check with  The Abacus Whiz, a premier accounting and advisory firm for thriving entrepreneurs with small businesses and non-profit organizations.

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Being an Entreprenuer means wearing a lot of hats... but Accounting doesn't have to be one of them!

Services

Fractional Accountant

starting at $750

per month

I'm Interested!

As a small business owner, you need reliable financial information to make the right decisions—but managing the books, closing the books, and ensuring compliance takes time and expertise. Our Fractional Controller services give you a trusted financial partner to oversee your accounting operations, improve accuracy, and deliver clear monthly reporting—without hiring full-time.

Month-End Close & Timely Financial Reporting to provide accurate closings every month, so you always know where your business stands. We’ll give you reports you understand and trust.

Budget vs. Actual Tracking which let's you know if you’re on target. We compare actual results from your operations to your budget and help you adjust in real time.

System Implementation & Cleanup that allows you to switch accounting platforms or clean up existing manual processes to QuickBooks, Xero, or other platforms

Fractional CFO

starting at $1,500

per month

I'm Interested!

Running a small business means wearing a lot of hats—but your financial strategy shouldn't be one you wear alone. Our Fractional CFO services give you access to seasoned financial leadership without the cost of a full-time executive. We help you get clear on your numbers, improve profitability, and plan for sustainable growth.

Monthly Financial Insights that are easy-to-understand and shows how your business is performing, what’s working, and where to adjust.

Pricing & Profitability Analysis to view if your costs, margins, and pricing strategy to make sense and are allowing you to make a profit.

Business Growth Planning involves supporting with business expansion, or launching a new product or service, or hiring staff. We build the financial plan to make it happen effectively.

Non-Profit Services

Non-Profit Accountant

starting at $600

per month

I'm Interested!

At the heart of every non-profit is a mission that matters. But behind every impactful program is a financial foundation that must be carefully managed. Our Non-Profit Accountant services offer small non-profits the experienced financial oversight they need—without the full-time cost. We help you stay compliant, audit-ready, and financially transparent to your board, funders, and community.

Bookkeeping Oversight & Reconciliation which allows us code and review entries, reconcile accounts, and keep your books clean and reliable.

Grant Tracking & Fund Accounting Support to ensure restricted and unrestricted funds are properly tracked and reported—so you're always audit-ready and grant-compliant.

Budget Monitoring & Reporting to track actuals vs. budget and provide reporting to help you make informed spending decisions across programs and initiatives.

Non-Profit Finance Manager

starting at $1,250

per month

I'm Interested!

Small non-profits often face a familiar challenge: the need for financial expertise, but not the budget or workload for a full-time hire. Our Finance Manager services offer hands-on support to keep your financial operations running smoothly—so you can focus on serving your community and growing your impact.

Day-to-Day Financial Operations oversight of your daily financial activities including accounts payable/receivable, reconciliations, and maintaining up-to-date financial records.

Internal Controls & Financial Best Practices that keeps checks and balances in place to reduce risk and promote transparency in your financial operations.

Audit Preparation & Board Presentations to support your year-end audit and help present financials in a clear, mission-aligned way to your board or finance committee.

About us

The Abacus Whiz is an Accounting and Advisory Firm with over 20 years of accounting experience ranging from bookkeeping, taxes, ERP technology consulting, and strategic advisory.

Our passion for helping entreprenuers, small businesses, and non-profits stem from understanding the significance of accurate data to file taxes and pursue personal endeavors such as buying a home, paying off debt, or family planning.

We specialize in making sure your dollars make financial sense the Accounting Way! We go beyond bookkeeping and tax to provide transparent financial reporting needed to support the growth of your business.

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"The Abacus Whiz has been an invaluable asset to my business. Innovative and sharp way of thinking about ways to make my business grow exponentially helped me save time and money. I highly recommend their services."

- Sade W., Content House Owner

"As a Fitness Trainer, the industry is competitive I struggled with managing my finances and taxes. The Abacus Whiz helped and educated me to gain control of my finances and provided me with valuable advice to help grow my business."

- Frank S., Personal Trainer

"From the start, I loved the energy. The Abacus Whiz is a gem, highly professional and knowledgeable about business growth and explaining accounting stuff that I don't know. The educate you and are committed to providing exceptional financial service that is unmatched."

- Tara S., Licensed Therapist

"My business strategy session with The Abacus Whiz, made me open my eyes to innovation and helped me track my future business plans, with a reasonable roadmap. Highly intuitive and knowledgeable about business growth. They are also great at ensuring your taxes are up to par."

-Shelly R., Licensed Realtor

"The Abacus Whiz has been an invaluable asset to my business. Innovative and sharp way of thinking about ways to make my business grow exponentially helped me save time and money. I highly recommend their services."

- Sade W., Content House Owner

"As a Fitness Trainer, the industry is competitive I struggled with managing my finances and taxes. The Abacus Whiz helped and educated me to gain control of my finances and provided me with valuable advice to help grow my business."

- Frank S., Personal Trainer

"From the start, I loved the energy. The Abacus Whiz is a gem, highly professional and knowledgeable about business growth and explaining accounting stuff that I don't know. The educate you and are committed to providing exceptional financial service that is unmatched."

- Tara S., Licensed Therapist

"My business strategy session with The Abacus Whiz, made me open my eyes to innovation and helped me track my future business plans, with a reasonable roadmap. Highly intuitive and knowledgeable about business growth. They are also great at ensuring your taxes are up to par."

-Shelly R., Licensed Realtor

"The Abacus Whiz has been an invaluable asset to my business. Innovative and sharp way of thinking about ways to make my business grow exponentially helped me save time and money. I highly recommend their services."

- Sade W., Content House Owner

"As a Fitness Trainer, the industry is competitive I struggled with managing my finances and taxes. The Abacus Whiz helped and educated me to gain control of my finances and provided me with valuable advice to help grow my business."

- Frank S., Personal Trainer

"From the start, I loved the energy. The Abacus Whiz is a gem, highly professional and knowledgeable about business growth and explaining accounting stuff that I don't know. The educate you and are committed to providing exceptional financial service that is unmatched."

- Tara S., Licensed Therapist

"My business strategy session with The Abacus Whiz, made me open my eyes to innovation and helped me track my future business plans, with a reasonable roadmap. Highly intuitive and knowledgeable about business growth. They are also great at ensuring your taxes are up to par."

-Shelly R., Licensed Realtor

Well Hello There!

Thanks for stopping by to get to know us! Now it's our turn to get to know you.

Leave us your details if you have any questions or just want to chat about favorite recipes or running playlist!

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