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ONEEVA provides the bridge between traditional bookkeeping and forward-thinking financial strategy. We don’t just “do the books,” we manage your entire financial lifecycle through a Systems-First approach. We take ownership of your daily accounting and bring high-level financial systems to growing businesses that have outgrown basic bookkeeping but aren’t ready for a full-time CFO costing $350K+. Services:
- Full-cycle accounting and monthly close
- Cash flow forecasting and management
- Financial reporting
- ERP implementation (QuickBooks, Xero, Sage)
- CFO-level strategic planning
- Process automation and efficiency
Industry Expertise: Law Firms: Trust accounting, matter profitability, Healthcare: Insurance reimbursement, cash flow optimization, Real Estate: Property accounting, investor reporting, Construction: Job costing, WIP tracking. I’m bringing the best of corporate America with me. If that’s what you’ve been looking for - let’s talk. Contact us for a complimentary discovery call.
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Min project size
$1,000+
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Hourly rate
$100 - $149 / hr
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Employees
2 - 9
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Year founded
Founded 2016
Service Lines
- Accounting
- 50%
- Fractional CFO Services
- 15%
- Financial Consulting
- 5%
No Focus Areas have been added yet…
Industries
- Construction
- 25%
- Legal
- 25%
- Medical
- 25%
- Real estate
- 25%
Clients
- Small Business (<$10M)
- 55%
- Midmarket ($10M - $1B)
- 25%
- Enterprise (>$1B)
- 20%
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Our Story
ONEEVA was built to help growing businesses move beyond basic bookkeeping into structured financial operations and clearer decision-making. With nearly 18 years of experience in high-growth and corporate environments, I bring the financial discipline and operational structure typically found in larger organizations to small and mid-sized businesses. Our firm primarily serves law firms, medical practices, real estate businesses, construction companies, and consulting firms across the U.S.
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