The World's Most CEO-Friendly
Bookkeeping Company

We don't just make accounting good. We make it friendly.

WHO WE SERVE

WHO WE SERVE

Friendly Bookkeeping provides bookkeeping and payroll services to startups and SMBs across industries:

Industry

Industry

SaaS and AI

SaaS and AI

E-Commerce and DTC

E-Commerce and DTC

Crypto and Web3

Crypto and Web3

CPG

CPG

Manufacturing

Manufacturing

Real Estate and Construction

Real Estate and Construction

Health and Beauty

Health and Beauty

Solar

Solar

Professional Services

Professional Services

PE and VC Funds

PE and VC Funds

Non-Profits

Non-Profits

Support?

Support?

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

WHAT WE AREN'T

WHAT WE AREN'T

In addition, we also offer... Nothing.

We're not trying to be your tax advisor, auditor, or fractional CFOs.
Those are important jobs, but that's not what we're here to do.

We provide world-class bookkeeping and payroll services. We want to give you the basic financial infrastructure that makes it possible for you to:

We're not trying to be your tax advisor, auditor, or fractional CFOs. Those are important jobs, but that's not what we're here to do.

We provide world-class bookkeeping and payroll services. We want to give you the basic financial infrastructure that makes it possible for you to:

Make critical decisions in your business with confidence

Make critical decisions in your business with confidence

Grow revenue and profitability

Grow revenue and profitability

Raise capital on good terms

Raise capital on good terms

Work toward an eventual exit

Support your employees in their careers

Support your employees in their careers

It all begins with excellent bookkeeping, though. That's our specialty, and it's what our team loves doing best.

There's a friendlier way to get your books done.

There's a friendlier way to get your books done.

HOW WE WORK

HOW WE WORK

It starts with you.

We don't believe in cookie-cutter service plans. There's no bronze/silver/gold or good/better/best here. You always give your business your best, and you should expect nothing less from your accountant.

With small scale bookkeeping starting at $800.00 per month, we tailor each engagement to your goals, your systems, and your growth stage.

That said, we also believe in clarity and consistency. Our service tiers are flexible—but not vague. We offer CEO-friendly pricing structures that scale with complexity, not confusion. Whether you're just getting started or managing a multi-entity structure, we'll build a scope that fits and grows with you. No surprises. Just the right fit. It's all part of being a friend.

Small Scale Bookkeeping

Small Scale Bookkeeping

Support from a hands-on controller

Support from a hands-on controller

Monthly coding of all bank and credit card transactions

Monthly coding of all bank and credit card transactions

Monthly financial reporting (P&L, balance sheet, cash flow statement)

Monthly financial reporting (P&L, balance sheet, cash flow statement)

Coordinate with tax preparers

Coordinate with tax preparers

Full Scale Bookkeeping

Full Scale Bookkeeping

Support from a hands-on controller

Support from a hands-on controller

Monthly financial reporting (P&L, balance sheet, cash flow statement)

Monthly financial reporting (P&L, balance sheet, cash flow statement)

Weekly AR and AP management

Weekly AR and AP management

Consolidations and intercompany reconciliations

Consolidations and intercompany reconciliations

Expense report management

Expense report management

Weekly coding of all bank and credit card transactions

Weekly coding of all bank and credit card transactions

Fixed asset tracking

Fixed asset tracking

Accounting for inventory

Accounting for inventory

Send 1099s at year-end

Send 1099s at year-end

Coordinate with tax preparers

Coordinate with tax preparers

Coordinate with external auditors

Coordinate with external auditors

Small Scale Payroll

Small Scale Payroll

Process recurring payroll

Process recurring payroll

Add/terminate employees in payroll system

Add/terminate employees in payroll system

Process W2s at year-end

Process W2s at year-end

Track PTO and sick leave

Track PTO and sick leave

We support your systems.

You'll never hear "we don't support that" again. Our team is experienced with:

We're not trying to be your tax advisor, auditor, or fractional CFOs. Those are important jobs, but that's not what we're here to do.

We provide world-class bookkeeping and payroll services. We want to give you the basic financial infrastructure that makes it possible for you to:

ACCOUNTING SYSTEMS

ACCOUNTING SYSTEMS

QuickBooks

Intuit Enterprise

Xero

NetSuite

Sage

Dual Entry

Rillet

Sage

Dual Entry

Rillet

PAYROLL SYSTEMS

PAYROLL SYSTEMS

Gusto

ADP

Paychex

TriNet

Deel

Rippling

TriNet

Deel

Rippling

Looking to change to a new accounting system? We can help you choose the right one, and we’ll do all the work to migrate you over.

OUR TEAM

OUR TEAM

Real People. Real Results.

Smart Controllers

Every Friendly Bookkeeping engagement is lead by an experienced controller. Our controllers are our relationship managers, our team leaders, our subject matter experts on complex accounting topics, and so much more.

Dedicated Staff

Supporting our controllers are our superb accountants and payroll specialists. These are the people doing everything from paying invoices and managing payroll to reconciling transactions, updating the chart of accounts, and performing the countless other responsibilities that support robust financial reporting.

...No Robots Needed

You know what's not here, though? AI.

AI is a great tool. But at Friendly Bookkeeping, we believe AI is a tool that supports people, not replaces them. When you work with Friendly, you'll always work with real people. Because an AI algorithm can never care about your business as much as an actual human does.

Meet Brittany

Brittany Phillips is the head of operations for Friendly Bookkeeping. Brittany brings enthusiasm, expertise, and years of experience to Friendly's clients.

A seasoned operations leader with a background in corporate accounting and financial strategy, she's managed cross-functional teams, supported clients across industries, and built audit-ready workflows that balance accuracy, efficiency, and growth. From equity reconciliations to policy design, she brings a sharp eye for detail and a systems mindset to every challenge.

Having led financial operations through periods of rapid growth and transformation, Brittany specializes in turning complexity into clarity—whether she's scouting out the best software for a client's specific situation or crafting client communications that actually make sense. She's driven by integrity, adaptability, and the belief that great operations are built to scale.

ABOUT US

ABOUT US

For business leaders, from business leaders

Friendly Bookkeeping is a joint venture between Womack Financial and EV Partners.

Note from the Founders

We'll be honest: We never planned to start a bookkeeping company. (Great way to start a sales pitch, right?)

We're investors and entrepreneurs, not accountants. Bookkeeping—which usually isn't a high-margin industry—was low on our list of businesses to create.

So why did we build a bookkeeping company? It's simple: We needed one.

Our companies weren't getting the accounting support we needed, it was making it harder to grow, and it was leading to some challenging questions:

Why can't I get my books closed before the 15th of the month?
Why does it take my accountant three days to (maybe) respond to my email?
Why is my accounting firm always trying to upsell me services I don't need?
Why can't my bookkeeper support Xero, NetSuite, or anything but Quickbooks?

We started Friendly Bookkeeping primarily to be its clients, not its owners. We needed an accounting firm that:

Views serving clients as a privilege, not a burden

Takes ownership and responds quickly

Offers flexible solutions

Finds ways to say yes, not no

We needed something, well, friendly. We couldn't find it, so we decided to build it ourselves.

And now we're offering it to the rest of the business world.

If you're like us, we would love to chat.

CONTACT US

CONTACT US

Let's Talk

Reach out and we'll be in touch ASAP. Your books will thank you!

Friendly Bookkeeping © 2025 All Rights Reserved

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Friendly Bookkeeping © 2025 All Rights Reserved

Powered by OUTERBLOC

Friendly Bookkeeping © 2025 All Rights Reserved

Powered by OUTERBLOC