

Accounting, operations, and one less thing on your plate
Technically it's like twelve less things: payroll, expense management, monthly close, bank reconciliation, financial reporting… the works. But who's counting? (We are. That's literally our job.)
What "books you can trust" actually adds up to
1000+
Closes under our belt
35+
Board reports delivered each quarter
12+
Audits / Diligence rounds completed each year
What Ibex delivers
Financial reporting
Your income statement, balance sheet, and cash flow: closed on time, every month, with a meeting to walk you through what the numbers mean and what to do about them.
Systems integration
Banks, expense management, payroll, and HR wired into QuickBooks Online and actually talking to each other so you stop being the world's most overqualified data entry clerk.
Process improvement
The operational duct tape you've been living with gets identified, ripped out, and replaced with workflows that hold up as you scale.
Payroll processing
Your team paid accurately and on time, with tax withholdings, remittances, and compliance handled so payroll stops living rent-free in your head.
Financial controls
Technology and workflow set up so that every dollar spent has an approval. We promise you can still move fast with throwing your Amex numbers in the Slack chat.
Accounting automation
The right tools implemented correctly so the repetitive accounting work runs itself and your books stay clean without anyone babysitting them.
Financial reporting
Your income statement, balance sheet, and cash flow: closed on time, every month, with a meeting to walk you through what the numbers mean and what to do about them.
Systems integration
Banks, expense management, payroll, and HR wired into QuickBooks Online and actually talking to each other so you stop being the world's most overqualified data entry clerk.
Process improvement
The operational duct tape you've been living with gets identified, ripped out, and replaced with workflows that hold up as you scale.
Payroll processing
Your team paid accurately and on time, with tax withholdings, remittances, and compliance handled so payroll stops living rent-free in your head.
Financial controls
Technology and workflow set up so that every dollar spent has an approval. We promise you can still move fast with throwing your Amex numbers in the Slack chat.
Accounting automation
The right tools implemented correctly so the repetitive accounting work runs itself and your books stay clean without anyone babysitting them.
Companies making decisions with real numbers.




























































We meet you where you are. We get you where you need to be.
Whether that's building from zero, fixing what's broken, or taking over from whoever was "handling it" before, we get you to the same place: books that close monthly, systems that run without you, and numbers you can actually trust.
01 Setup
Books set up right so you never need a cleanup.
You're early. The books aren't a disaster yet because they barely exist. We build everything correctly from the start: QuickBooks Online (chart of accounts, class, location, customers), Ramp, Gusto, and bank feeds connected. One setup, done right, built to scale.
02 Cleanup
Your books, un-f*cked and GAAP-compliant
Your books exist. They're just… wrong, confusing, or "my uncle's friend was doing them for a while". Whatever state it's in, we've seen worse. We fix what's broken, reconcile what's behind, and get everything to GAAP-compliant before moving forward.
03 Steady state
Accounting that runs without you babysitting it.
Financial statements ready, books closed every month, on time, and payroll and expenses running without your attention. When you need to know your future cash position, you check your dashboard, not your bank balance then then do mental math.
03 Steady state
Accounting that runs without you babysitting it.
Financial statements ready, books closed every month, on time, and payroll and expenses running without your attention. When you need to know your future cash position, you check your dashboard, not your bank balance then then do mental math.
Don't take our word for it
We'd rather you hear it from the founders who have been in the trenches with us.
Frequently asked questions
How is this different from hiring a CFO?
A full-time CFO costs $200K-400k+ before benefits. Ibex gives you the CFO, controller, and accountant fractionally, you pay for what you actually need.
We're not fundraising yet. Do we need Strategic Finance?
Need is a strong word. Deciding how much to raise, when, and for what use of funds is always a worthwhile discussion long before the process
Where do we even start with government funding?
First, talk to us and let's decide if it's worth your time. It's a great fit for some and not for others. If it is, we can hold your hand the whole way, from searching for soliciations to closing out an award.
Can you handle accounting and grants at the same time?
Yes that's kinda our thing. Many folks can help you write grants. Few have ever run a project they one. Very few people know how to do the accounting right, period. You're talking to a very specialized group that can do both.
Can you just do our forecast if someone else does the accounting?
If they are a competent accountant and infrastructure is built correctly. So far in our experience that is a low single digit percentage, but certainly a non-zero chance.
Can you just update our excel model?
99% chance this is a no. We use Fathom HQ for 3-statement modeling. We can do excel modeling but it's generally not cost effective compared to Fathom. AI isn't there yet, but we are monitoring the situation.
Can we do a forecast now and worry about fixing our books later?
Not with us. It all starts with clean data. Garbage in, garbage out. Forecast should be based on historic actuals, not what you want to see.
More things keeping you up at night?
Fractional CFO
Need forecasts, board decks, and fundraising support built on those clean books?
Learn more
Government Programs
Want to win government funding and never touch the compliance yourself?
Learn more


