iBooks

Your Books. Your Strategy. Your Growth.

Bookkeeping service (show on map)

CFO-backed bookkeeping and fractional CFO services for Connecticut and New York small businesses.

About

iBooks Group was founded to eliminate the disconnect between bookkeeping and strategy for Connecticut and New York small businesses. By offering both expert bookkeeping and fractional CFO services under one roof, they provide financial clarity and strategic confidence, enabling business owners to focus on growth.

One trusted team providing both bookkeeping and CFO strategy

Local expertise in Connecticut and New York tax law and compliance

CFO-level thinking applied to day-to-day bookkeeping

Month-to-month flexible contracts

Transparent pricing with clear service tiers

Services

Bookkeeping Services

Accurate, reliable bookkeeping that keeps Connecticut or New York businesses compliant and finances clear.

Up to 100 transactions/month (Starter) Up to 300 transactions/month (Growth) Unlimited transactions (Pro) Monthly close & reconciliation Profit & Loss statements Bank reconciliations Payroll support (Growth) Quarterly financial reviews (Growth) Dedicated bookkeeper (Pro) Cash flow reporting (Pro)

Fractional CFO Services

Executive-level financial strategy for Connecticut and New York businesses without the cost of a full-time CFO.

Monthly financial review KPI dashboard setup Monthly strategy calls Financial health assessment Financial forecasting Cash flow modeling Investor-ready reporting Board reporting M&A & fundraising support

CFO + Bookkeeping Bundles

Complete financial solution combining clean books with CFO strategy for Connecticut and New York businesses.

Foundation Bundle (Starter Bookkeeping + Advisory CFO) Growth Bundle (Growth Bookkeeping + Strategic CFO) Executive Bundle (Pro Bookkeeping + Full-Service CFO) Month-to-month flexibility Integrated team approach

Advisory & Consultation

Flexible CFO-level financial guidance for specific decisions or on a monthly basis, with no long-term commitment.

One-Time Consultation ($250–$500) – 60–90 minute session with written action plan Advisory Retainer ($500–$1,000/month) – Monthly strategy call, async email Q&A, financial snapshot review Month-to-month, no contract

Frequently Asked Questions

What is the difference between a bookkeeper and a CFO? +

A bookkeeper handles day-to-day financial transactions and ensures compliance, while a CFO provides strategic financial guidance, forecasting, and long-term planning.

What is a fractional CFO? +

A fractional CFO is an executive-level financial professional who provides strategic financial guidance and oversight on a part-time or project basis, without the full-time salary cost.

Why do I need a bookkeeper for my business? +

A bookkeeper ensures your financial records are accurate, up-to-date, and compliant with regulations, providing the clean data needed for strategic decision-making.

How does the One-Time Financial Consultation work? +

The One-Time Financial Consultation is a 60–90 minute focused session where you bring a specific financial question, receive expert analysis, and walk away with a written action plan, all without a long-term commitment.

What is included in the Advisory Retainer service? +

The Advisory Retainer includes a monthly strategy call, asynchronous email Q&A (up to 4 questions per month), and a monthly financial snapshot review, all on a month-to-month basis with no contract.

What is the benefit of the CFO + Bookkeeping Bundles? +

The CFO + Bookkeeping Bundles combine clean, compliant bookkeeping with executive-level CFO strategy under one integrated team, providing financial clarity and strategic guidance tailored to your business size and revenue.