Seattle-based · Serving businesses nationwide

Reliable Bookkeeping for Growing Businesses

DeltaFin handles your bookkeeping and financial reporting — so you can run your business with clarity, not guesswork.

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DeltaFin founder
Certified QuickBooks ProAdvisor
MBA + Master's in Finance
Former McKinsey Consultant
Former Financial Controller
10th
Financials delivered every month
< 1 day
Response time, personal approach
$299
Starting monthly rate
$300K–$3M
Typical client revenue range
Pains we solve

Running a Business Is Hard Enough. Your Bookkeeping Shouldn't Add to the Stress.

Most business owners didn't start their company to spend evenings in QuickBooks. But somewhere between serving clients and managing the day-to-day, the books fall behind — and the anxiety builds.

Your books are weeks (or months) behind
Tax season fills you with dread instead of confidence
You're not sure if you're actually profitable right now
You spend hours on financial admin instead of serving customers
Cash flow catches you off guard more than it should
Your reports exist — but don't tell you anything useful
You're making decisions on gut feeling because the numbers aren't clear

If reading this feels a little too familiar — that's exactly why DeltaFin exists.

Services

Everything your business needs to stay financially sharp.

From keeping your day-to-day records clean to helping you plan, forecast, and grow — we have the depth to support you at every stage.

Core Services

Monthly Bookkeeping

Every transaction categorized, reconciled, and delivered on time. No backlogs, no surprises.

Financial Statements

Monthly P&L, balance sheet, and cash flow — prepared to professional standards and explained in plain language.

QuickBooks Setup

We build your QuickBooks environment the right way from the start — tailored to how your business actually operates.

QuickBooks Cleanup & Catch-Up

Behind on your books or inherited a messy file? We'll untangle it and hand you back a clean set of books.

Advanced Financial Services

Cash Flow Forecasting

Know what's coming before it arrives. Forward-looking models so you can plan confidently.

Budgeting

Structured annual and rolling budgets that give your spending and growth targets a real financial foundation.

KPI Dashboards

Custom dashboards tracking the metrics that matter most — revenue, margins, acquisition costs, and more.

Fractional CFO

Strategic financial leadership without the full-time cost. We serve as your CFO, advising on key decisions.

Financial Analysis

Margin analysis, scenario modeling, pricing reviews. Understand what's working and where the opportunity is.

Financing & Capital Raise Support

Preparing to raise capital or apply for a loan? We prepare the documentation lenders and investors need.

Who we work with

Built for service businesses.

We work with owner-operated businesses doing $300K–$3M in revenue — the agencies, contractors, and practices that keep local economies running.

Pricing

Transparent, flat-rate pricing.

No hourly billing. No surprise invoices. One predictable monthly rate — with the same level of care regardless of which plan you're on.

Starter
$299/mo

For businesses with straightforward books and steady cash flow.

  • Up to 100 transactions/month
  • Up to 3 accounts
  • Monthly categorization & reconciliation
  • Financial Statements Monthly by the 10th (P&L only)
  • Direct access to your bookkeeper
  • Year-end package for your tax preparer
Get Started
Most Popular
Growth
$499/mo

For established businesses ready for deeper reporting and financial insight.

  • Up to 200 transactions/month
  • Up to 5 accounts
  • Monthly categorization & reconciliation
  • Financial Statements Monthly by the 10th (P&L, Balance Sheet & Cash Flow)
  • Monthly financial review call
  • Direct access to your bookkeeper
  • Year-end package for your tax preparer
Get Started
Custom
Let's talk

Higher volume, multiple entities, or need advanced financial services? We'll build a plan around you.

  • Any transaction volume
  • Any combination of services
  • Fractional CFO available
  • Tailored to your business
Schedule a Call
Optional add-ons: invoicing, bill pay, receipt management, 1099 filing, job costing, class tracking, and more.

Not sure which plan fits? Book a free consultation and we'll figure it out together.

How it works

Simple, transparent, and stress-free.

From your first conversation to monthly financial clarity — here's exactly what to expect.

1

Discovery Call

We learn about your business, your current bookkeeping situation, and what you actually need. No pressure, no commitment.

2

Assessment & Setup

We review your records, get your QuickBooks organized, and build the workflows that will keep everything running cleanly.

3

Monthly Clarity

Every month, clean books and clear reports land in your inbox — with a real person available to answer any question.

Schedule a Free Consultation
Why DeltaFin

The expertise of a CFO. The attention of a dedicated bookkeeper.

We're not a software tool or a faceless firm. We're a small, expert team that takes the time to understand your business.

Certified QuickBooks ProAdvisor

Trained directly by Intuit. Your books are built and maintained by someone who knows the platform inside and out.

MBA + Master's in Finance

Our work is grounded in real financial rigor — not just transaction entry. We understand how numbers connect to strategy.

Former McKinsey Consultant

Clear thinking, structured analysis, no unnecessary complexity — applied to your books and your financial decisions.

One point of contact

You'll work with one person who knows your business by name — not a rotating support queue.

Flat monthly pricing

One predictable rate, every month. No surprise invoices, no hourly billing for a quick question.

Response within 1 business day

Every email, every question gets a thoughtful response within one business day. Always.

Get started

Ready to Take Bookkeeping Off Your Plate?

Let's start with a free, no-pressure call. We'll talk through your business, your books, and whether DeltaFin is the right fit.

Schedule Your Free Consultation

Gain Clarity. Save Time. Grow With Confidence.