Led by Josh Yelen, CPA
Bookkeeping for your growing business.
A responsive team that communicates all month and delivers your financials on time. Start with a free initial consultation.
- Communication throughout the month
- Monthly P&L, balance sheet & cash flow
- Serving businesses across the US
Credentials
A CPA-led team, focused on getting the details right.
- Led by Josh Yelen, CPA
- CPA
- P&L, balance sheet, and cash flow reports
- Monthly
- team size we scale to, starting from 2
- 2,000+
Your time is valuable. Busywork isn’t.
Accurate, hands-on bookkeeping gives you clean, reliable financials to run your business. Every transaction is categorized and reconciled by experts, and you hear from us throughout the month, not just at the end of it.
A team that stays in touch
Your dedicated finance team is just a message away with clear, actionable answers, and stays in touch throughout the month.
Financials on time, every month
Detailed P&L, balance sheet, and cash flow reports each month, so you always know where your business stands.
Data you can actually access
Real-time reporting and dashboards show where every dollar goes, without digging through spreadsheets.
Less busywork on your plate
We handle categorization and reconciliation, with quick prompts only when we need your input. No chasing receipts.
What your bookkeeping covers
The everyday work that keeps your numbers accurate, current, and ready to fuel hiring plans, forecasts, and board updates.
Bank and credit card reconciliation
Accounts matched against your statements, so balances you rely on are balances you can trust.
Monthly financial statements
Your P&L, balance sheet, and cash flow statement, prepared every month.
Expense and revenue tracking
Every transaction categorized by experts, so you can see where money comes from and where it goes.
Accounts payable & receivable
What you owe and what you're owed, organized and kept current.
Cash flow tracking
A clear view of cash coming in and going out, so you can plan ahead.
General ledger maintenance
A clean, structured ledger that supports forecasts, hiring plans, and board updates.
Real-time financial reporting
Interactive dashboards and executive summaries whenever you need the full picture.
Audit-ready records
Precise, GAAP-compliant books that are organized and ready when questions come up.
Tax readiness
Get your books ready, year-round.
Accurate, up-to-date books are the foundation for smooth tax filing. We keep your financials organized and compliant all year, so tax season starts from a clean set of books.
Year-round planning
Tax readiness is built into your monthly bookkeeping, not left for a last-minute scramble.
Accurate, on-time filings
Tax professionals prepare, review, and submit filings, from federal and state corporate returns to 1099s.
Coordinated financial information
Bookkeeping, tax, and CFO support come from one team, so nothing gets missed.
Your year-end tax package includes
- Income statement
- Balance sheet
- Trial balance
- General ledger
- Journal entry summary
How your free consultation works
A short, low-pressure path from a few details to a useful conversation.
Step 1: Share your details
Fill out the short form with your name, email address, and phone number.
Step 2: Talk through your needs
Meet with the Function team to discuss your bookkeeping, how you like to communicate, and your tax-readiness needs.
Step 3: Leave with a clear next step
Walk away knowing what support fits your business and what happens next.
What clients say about working with Function
“Function isn’t just a finance partner, they’re a strategic partner. Their tools helped us save 100+ hours annually on bookkeeping.”
“Function made managing our finances effortless. With their insights, we scaled faster and raised $500K in funding.”
“My CFO joined me at the table during fundraising, giving me the support and clarity I needed when it mattered most.”
Client experiences are individual and do not guarantee similar results.
Questions, answered
Fit, communication, scope, and what to expect from the first conversation.
Function works with growing businesses, from startups of two people to teams of 2,000+. Our team works remotely, so we serve businesses across the US. The consultation is the easiest way to see whether we're the right fit.
Function is CPA-led, with Josh Yelen, CPA, leading the team. Your bookkeeping is handled by a dedicated team of finance professionals, with tax specialists and CFOs available when your needs call for them.
Communication is consistent throughout the month, not just at month-end. Your team is a message away, and you can schedule a call when you'd rather talk it through.
Bank and credit card reconciliation, monthly financial statements, expense and revenue tracking, accounts payable and receivable, cash flow tracking, general ledger maintenance, real-time reporting, and audit-ready records.
Yes. Bookkeeping is the foundation, and we keep your books tax-ready all year. Function's tax professionals also prepare and file returns, including federal and state corporate income tax and 1099s. We can talk through what you need during your consultation.
We learn about your business, how your books are handled today, and what you need from a bookkeeping partner. You'll leave with a clear recommendation and next step.
Every business is different, so we don't list pricing here. Scope and pricing are covered once we understand your needs, starting with the free consultation.
Fill out the short form on this page with your name, email address, and phone number. A member of our team will reach out to schedule your consultation.
Start with a free, focused conversation.
We’ll learn about your business, talk through your bookkeeping and tax-readiness needs, and recommend a clear next step.
- The initial consultation is free
- Four quick fields, no financial questions
- Our team follows up to schedule a time that works for you