Never Worry About Your Cash Flow Again!

CFO Advisory and Bookkeeping for Tradesman

How It Works

So, HOW do we help you to never worry about cash flow and bookkeeping again? It's done through our proprietary 3-step system:

Step 1:

ANALYZE

First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...

Step 2:

CUSTOMIZE

Next, we get busy creating custom CFO Advisory and bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) trades specific, b) simple to understand and c) helps us all to see how we can...

Step 3:

OPTIMIZE

Bookkeeping is historical. CFO Advisory is in the future. Optimization means that we study the past and future to affect positive change on future finances. This is us helping you to meet and exceed your income and goals. This requires ever-changing plans for you to thrive.

Hear From Our Clients

I can't say enough good things about RD Bookkeeping Solutions. Robert is a specialist (which I appreciate) and is excellent in QB cleanup. He's fast and pleasant to work with. His many years of experience inspire confidence. I don't hesitate to recommend him to other businesses looking for bookkeeping or accounting services.

Denise Keniston

Basil, Inc.

Experienced and Super Responsive. Robert is someone you need to have on your side when it comes to Quickbooks online and managing our books. Always a pleasure working with him.

Kamil Sarji

SupportVisions, Inc.

Robert of RD Bookkeeping Solutions has been very attentive to the needs of our company and has been willing and able to learn the Yardi Breeze software and to prepare multiple financial reports for our growing property management and construction company. I would recommend him to any other company that needs similar accounting services.

Mark Biller

Professional Property Management, LLC.

RD Bookkeeping has been with our company for a couple years and we could not be happier! Robert is a fantastic guy with great work ethic, always on time and reliable which is rare in todays business world. Never having to worry about our financials, reports etc. is such a benefit that I highly recommend this company!!