At some point, bookkeeping alone isn’t enough. You need someone who can tell you what the numbers mean, where the business is heading, and what moves to make next. But hiring a full-time CFO, controller, and bookkeeper? That’s $300K+ in salary before benefits.
Most growing businesses are stuck in the middle — too complex for basic bookkeeping, not ready for a full in-house finance team. That gap is exactly where Not Dorks lives.
We become your entire finance department. Everything from day-to-day bookkeeping and payroll to strategic forecasting, budgeting, and founder advisory — all handled by a dedicated team that knows your business inside and out.
You get the infrastructure of a fully staffed finance team without the overhead. No hiring, no training, no turnover. Just clean books, clear strategy, and someone who picks up the phone when you call.
The result? Your team gets paid on time, every time. Your filings are handled. And you get back the hours you were spending on payroll admin.
We do a deep dive into your business — financials, operations, team structure, growth plans. We figure out exactly what you need and build a custom scope.
We set up or take over your accounting systems, payroll, reporting, and financial workflows. If things need cleanup first, we handle that.
Every month, we close your books, run payroll, deliver financial reports, and update your forecasts. You always know where you stand.
We meet with you regularly to review performance, discuss strategy, and help you make financial decisions with confidence — hiring, spending, pricing, fundraising, all of it.
As your business grows, we scale with you. New entities, new product lines, new complexity — we adapt without missing a beat.
Ongoing fees vary based on transaction volume and business complexity.
Not sure which tier fits? We’ll figure it out together on the free call.
If you’ve ever wished you could call someone and say “what should we do with this money” or “can we afford to hire two more people” and get a real, informed answer — this is that.
Most accounting firms offer services à la carte. You get bookkeeping from one provider, payroll from another, and “advisory” that’s really just a quarterly call where someone reads your P&L back to you.
Phil and Lisa built the Full Finance Department to be different. It’s one team, one relationship, one system — designed around how your specific business makes and spends money. Everything is connected, so your books inform your forecasts, your forecasts inform your strategy, and your strategy informs your decisions.
This is the service Phil and Lisa spent their careers building toward. They’ve sat inside finance organizations at the highest levels and they bring that same rigor to businesses that have never had access to it before.
For most growing businesses, yes. You get the same output — clean books, strategic guidance, forecasting, compliance — without the $300K+ in salaries and benefits. As you scale, we scale with you.
Accounting & Bookkeeping covers the fundamentals — reconciliations, financial statements, monthly close. Full Finance Department includes everything in that service plus payroll, forecasting, budgeting, KPI tracking, and hands-on strategic advisory. It's the whole package.
Most Full Finance Department clients meet with us weekly or biweekly. We adapt to your pace and what makes sense for your business stage.
We'll help you make that transition. We can assist with hiring, onboarding your in-house team, and ensuring a clean handoff. Many clients keep us on in an advisory capacity even after building their internal team.
Absolutely. We coordinate directly with your CPA or tax professional to make sure everything is aligned and seamless.
“Phil and Lisa are amazing. Proactive, communicative and genuinely interested in my business. They’re not afraid to tell me I’m thinking about something wrong–they’re true partners.”
Owner- Judy’s Table
Let’s build something great together!