Welcome to lecomptoirdestephanie
Done-For-You Accounting & Strategic Financial Planning for Small Businesses
Accurate books, forward-looking finance, and CFO-level insights—book a free consultation to unlock profitable, compliant growth.
About Our Firm
We are a specialized accounting and strategic finance partner serving small businesses with done-for-you execution and CFO advisory, combining automation, rigorous controls, and practical guidance.
Services
Engagements designed to meet you where you are and scale as complexity grows.
Monthly Bookkeeping and Close
Complete transaction processing, reconciliations, monthly close, and management reports with commentary, delivered on a reliable schedule and ready for tax preparation or lender review.
9/month
Strategic FP&A Package
Driver-based rolling forecasts, annual budget, scenario modeling, KPI dashboard design, and quarterly planning sessions that align operations with financial goals and improve decision quality.
,850/month
Fractional CFO Advisory
Executive-level guidance covering pricing strategy, margin analysis, capital planning, board-ready reporting, and investor or lender communications, tailored to leadership cadence and growth milestones.
,750/month
What You Get With Done-For-You Accounting
We handle your day-to-day numbers so you can focus on customers, team, and growth.
Contact usFull-Cycle Bookkeeping
We capture every transaction, reconcile bank and credit card accounts, post accruals and adjustments, categorize expenses consistently, and maintain clean ledgers, delivering timely monthly closes that withstand scrutiny and support confident, data-driven decisions.
Monthly Close & Management Reports
Each month we finalize your profit and loss, balance sheet, and cash flow, investigate variances, document assumptions, and present concise commentary that highlights trends, risks, and opportunities your leadership can act on immediately.
Compliance-Ready Records
Your books include organized source documents, reconciliations, schedules, and an audit trail covering sales tax, 1099s, payroll filings, fixed assets, and inventory, meeting regulator expectations and reducing the time and stress of year-end reviews.
Strategic Financial Planning That Drives Decisions
Translate your vision into numbers, scenarios, and measurable milestones that guide disciplined execution.
Rolling Forecasts and Scenarios
We build driver-based rolling forecasts with best, base, and worst cases, testing hiring plans, pricing changes, capital purchases, marketing spend, and seasonality so you can commit resources confidently and adapt quickly when conditions shift.
Budgeting with Accountability
Budgets are created collaboratively, tied to strategic goals, owned by department leaders, and monitored with monthly variance thresholds, enabling accountability, course corrections, and transparent communication across teams without surprise cash gaps or missed targets.
Capital Structure and Funding Strategy
We evaluate equity and debt options, covenant impacts, runway, dilution, interest coverage, and collateral needs, then prepare lender packages and investor updates that support timely approvals and align capital with your growth plan.
Cash Flow Mastery
Build visibility and control over the timing of money in and out to prevent surprises.
Tax Planning and Entity Strategy
Reduce liabilities legally while choosing structures and processes that scale with your ambitions.
Proactive Tax Minimization
We calendar opportunities for deductions and credits, optimize timing of purchases, document accountable plans, analyze Section 179 and bonus depreciation, track R&D activities, and coordinate estimated payments to minimize surprises and preserve operating cash.
Entity Selection and Restructuring
We compare LLC, S corporation, and C corporation implications, evaluate multi-member considerations, model reasonable compensation, and plan conversions or elections that balance liability protection, administrative burden, and multi-state tax exposure as your footprint evolves.
Sales Tax and Nexus Management
We identify nexus triggers, review marketplace facilitator rules, register in required jurisdictions, implement collection workflows, reconcile liability, and file accurately on schedule, reducing audit risk and protecting margins in omnichannel or multi-state operations.
Industry-Specific Playbooks
Benefit from tailored processes, metrics, and reports shaped by the realities of your field.
Ecommerce and Subscription Brands
We track landed costs, allocate freight and duties, reconcile inventory across channels, manage deferred revenue, quantify churn, monitor cohort behavior, calculate CAC to LTV ratios, and map platform fees from Shopify, Amazon, and payment processors accurately.
Professional Services and Agencies
We design utilization targets, align billable rates with market value, manage WIP, implement milestone or fixed-fee recognition, connect pipeline stages to staffing needs, and analyze client concentration to stabilize margins and reduce scope creep.
CFO Advisory and Board-Ready Insights
Get executive-level guidance without hiring a full-time CFO.
Cloud Accounting Stack
We implement QuickBooks Online or Xero, structured charts of accounts, bill pay, expense management, payroll, and approvals, with role-based access and audit logs, producing consistent records that integrate smoothly with your operational systems.
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Data Integrations and ETL
We connect APIs to POS, ecommerce, CRM, and inventory tools, map fields, standardize tax treatment, and automate data ingestion with validation checks, ensuring clean, timely information flows for accurate reporting and faster decision-making.
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Automation of Routine Tasks
We configure bank rules, recurring entries, OCR for bills and receipts, and approval workflows with alerts, reducing manual touchpoints, lowering error rates, and freeing your team to focus on higher-value initiatives.
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Security, Controls, and Assurance
Protect assets, data, and reputation with pragmatic, right-sized safeguards.
Internal Controls Framework
We establish segregation of duties, approval thresholds, reconciliation cadences, and closing checklists, then monitor exceptions, reducing fraud risk and strengthening reliability of reported results without slowing your operational tempo.
Data Security and Access Management
We enforce multi-factor authentication, encryption at rest and in transit, least-privilege roles, audit trails, backups, and vendor due diligence, safeguarding sensitive information and meeting contractual obligations from customers, partners, and regulators.
Documentation and Policy Library
We build living SOPs for accounting, approvals, reimbursements, revenue recognition, and month-end close, maintain version control, and train staff, ensuring consistent execution and fast onboarding as your team grows.
Onboarding and Engagement Timeline
A clear, staged process delivers quick wins while laying a durable foundation.
Discovery and Diagnostic Review
We interview stakeholders, map processes, evaluate your chart of accounts, review prior returns and reports, identify gaps and risks, and deliver a prioritized roadmap with timelines, responsibilities, and projected impact on cash and profit.
Clean-Up and Systems Setup
We migrate data, standardize categories, rebuild opening balances, catch up bookkeeping, reconcile historical periods, configure integrations, and institute close routines, transforming scattered records into accurate, cohesive books ready for decision support.
Go-Live and First 90 Days
We launch reporting cadence, deliver the first management pack, hold review meetings, refine dashboards, monitor early indicators, and implement quick improvements that build momentum and confidence across finance and operations.
Client Success Stories
Real results from owners who wanted clarity, control, and profitable growth.
Pricing and Plan Options
Choose a plan that matches your complexity and growth trajectory.
Starter Essentials
Ideal for micro businesses, this plan covers accurate monthly bookkeeping, reconciliations, a simple monthly close, and tax-ready financials, providing dependable visibility without the cost of in-house staff or complex systems.
Growth Partner
Designed for scaling teams, it layers forecasting, budgeting, KPI dashboards, and quarterly planning sessions onto solid books, enabling proactive cash management and confident investments in hiring, inventory, and marketing.
Fractional CFO
For founders facing complex decisions, this package adds board-ready reporting, pricing and margin analysis, capital strategy, and fundraising support, delivering seasoned executive perspective without full-time payroll commitments.
How the Free Consultation Works
Schedule a time, share your goals and systems, and we will review pain points, assess readiness, outline recommended steps, and provide a customized proposal, with no obligation and clear value whether or not you move forward.
What We Need to Get Started
We request read-only bank and card access, recent financials, tax returns, payroll reports, key contracts, and system logins, enabling a rapid diagnostic and secure onboarding without disrupting your operations or daily customer commitments.
How We Measure Success
We track close timeliness, error rates, forecast accuracy, cash conversion cycle, on-time filings, and achievement of strategic milestones, ensuring outcomes align with your growth plan and the realities of your market.