Bookkeeping & CFO Services for Point Pleasant Businesses
Bookkeeping and fractional CFO services for Point Pleasant businesses. We're based in Brick, right next door, and understand shore town finances.
Bookkeeping and CFO Services for Point Pleasant
We’re based in Brick, which means Point Pleasant is right next door. When we say we serve local businesses, we mean businesses we drive past on the way to the beach. We provide bookkeeping services, fractional CFO support, and catch-up work for small businesses throughout the area.
Point Pleasant has a mix of year-round operations and seasonal businesses that see most of their revenue between Memorial Day and Labor Day. Both need clean books. The seasonal ones also need someone who understands how to plan for the months when revenue slows down.
Fractional CFO
Fractional CFO
CFO-level support without the full-time salary. Cash flow forecasting, budgeting, financial strategy, and guidance for businesses ready to grow or navigate seasonal swings.
Monthly Bookkeeping
Monthly Bookkeeping
Transaction categorization, bank reconciliation, and financial statements delivered every month. You know where you stand without spending your evenings on accounting software.
Catch-Up Bookkeeping
Catch-Up Bookkeeping
Behind on your books? We clean up months or years of backlog, get everything current, then transition to monthly service. No judgment, just results.
Payroll
Payroll
We handle paychecks, tax deposits, quarterly filings, and year-end W-2s. Whether you have year-round staff or seasonal workers, your team gets paid on time and the paperwork gets done.
Point Pleasant Businesses We Work With
The shore economy runs on restaurants, rental properties, retail shops, and the contractors who keep everything standing through nor’easters. The boardwalk brings foot traffic. The inlet brings fishing charters. The neighborhoods bring year-round service businesses. Each has different books but the same need for accurate numbers and someone who answers when they call.
We work with businesses doing roughly $100K to a few million in revenue. Big enough to need real financial support. Not so big that you have an accounting department already.
Restaurants and Hospitality
Restaurants and Hospitality
Boardwalk spots, downtown restaurants, bars near the water. High transaction volume, tip reporting, food cost tracking, and the summer rush that can make or break the year. We keep the numbers current so you know where you stand.
Short-Term Rentals
Short-Term Rentals
Vacation rentals and Airbnb properties are everywhere at the shore. We track income across platforms, handle New Jersey occupancy taxes, and keep each property’s numbers separate so you know what’s actually profitable.
Contractors and Trades
Contractors and Trades
Renovation work, storm damage repair, HVAC, electrical, plumbing. Shore properties need constant maintenance. We handle job costing and keep records ready for bonding and bank relationships.
Retail and Service Businesses
Retail and Service Businesses
Shops, salons, service providers. The year-round businesses that serve local residents and summer visitors alike. We track inventory, manage seasonal cash flow, and keep the books clean for tax time.
Common Questions
You're based in Brick. Do you work with Point Pleasant businesses?
Yes. Brick and Point Pleasant are neighbors. We serve businesses throughout the area. Most work happens remotely, but we're a short drive away if meeting in person is helpful.
What does monthly bookkeeping cost?
Starting at $250 per month based on expense volume. We quote exact pricing after learning about your business. No hourly billing that creeps up.
Our revenue is very seasonal. Can you help with that?
Yes. Many of our clients have summer-heavy revenue. We help forecast cash flow, build reserves during busy months, and plan for the slower season so you're not caught off guard.
My books are behind. Can you help?
That's how most clients come to us. We do catch-up work to get everything current, then move into monthly service so it doesn't fall behind again.
Do you handle New Jersey sales tax?
Yes. We track what you owe, file on time, and make sure you stay compliant with state requirements.
New Jersey's Fractional CFO Firm
The Next Step:
Let's Talk About Your Business
Tell us about your business and what's on your plate. We'll listen, ask a few questions, and give you a clear picture of how we can help.