Structure now. Freedom later.

Where financial structure becomes lasting stability.

Built for companies whose bookkeeping exists, but whose numbers wouldn’t feel solid in front of a board, lender, or investor.

Most businesses don’t struggle because they lack data. They struggle because nothing connects. Reports exist, but they don’t create certainty. Metrics are available, but they don’t guide decisions. When bookkeeping stops being enough but CFO-level services still feel premature, the problem is almost always structure.

You’re Past Bookkeeping — But Not Ready for a CFO.

That’s where this work begins. Not with more reports, and not with theory, but by establishing or reinforcing the systems that make your financials dependable. The close becomes something you trust. Reporting becomes something you actually rely on. Instead of managing around uncertainty, you start making decisions from solid ground.

This work is built for startups and scaling businesses that want their financial environment to feel intentional and dependable as operations grow more complex. Bookkeeping, tax, and payroll stay with your existing team or providers so the focus here remains on the structure above that layer and how the close and reporting support real decisions over time.

Structure is built intentionally or maintained with discipline. While recurring work is what keeps it reliable over time.

This work doesn’t operate at the bookkeeping level.
It also doesn’t step into CFO leadership.

This work provides the financial backbone in between. The part most companies never intentionally install or maintain, and later wonder why everything feels unstable.

Because stability now is what makes freedom possible later.

What You Have

What You Gain

Fragile Books

Financial Blindspots

Disconnected Numbers

Unreliable Numbers

Founder Overload

Reliable Financials

+

=

Where financial structure becomes lasting stability.

Clear Financial Context

Decision Confidence

Compounding Stability

Lower Stress

How My Services Stack Up

Who to Choose?

Service	Bookkeeper + AI	Brett J Federer Accounting	In-House Controller	Fractional CFO
Transactional Data Entry	✅	❌	❌	❌
Operational Tax Processing	✅	❌	❌	❌
Structured Month-End Close	❌	✅	✅	❌
Internal Financial Reporting	❌	✅	✅	❌
Accounting System Oversight	❌	✅	✅	❌
Long Term Strategy	❌	❌	❌	✅
Relative Cost	🪙	🪙 🪙	🪙 🪙 🪙 🪙	🪙 🪙 🪙
What You're Paying For	Basic Data Entry, AI Automation	Financial Structure Without the overhead	Full-Time Employee Operational Finance	Strategic Finance Partner High-Level Strategy

When to Engage?

Title	Founding Stage	Early Growth (Post-Revenue)	Scaling & Growth	Seeking Investment	Expanding Operations	Preparing to Exit
Bookkeeper + AI	✅	✅	❌	❌	❌	❌
Brett J. Federer Accounting	❌	✅	✅	✅	✅	❌
Fractional CFO	❌	❌	✅	✅	✅	✅

AI Where It Works.
Humans Where It Counts

Brett J. Federer — CPA blending AI automation with human strategy

Artificial Intelligence (AI) has made financial processes faster, but speed alone isn’t enough. Clean, trustworthy numbers still require human oversight. The smartest companies aren’t choosing between AI and expertise. They’re blending both—using automation for efficiency, and people for oversight and judgment.

🔹 AI generates data, humans ensure it’s reliable.

🔹 AI streamlines execution, expertise ensures structure.

🔹 Automation saves time, structure ensures stability

Financial blind spots happen when numbers are left unchecked. That’s why AI should assist, not replace expert oversight. At Brett J. Federer Accounting, AI is used to streamline workflows when it improves clarity, efficiency, or accuracy. Every report and structure remains grounded in human judgment and experience.

Because smart finance isn’t just about numbers. It’s about structure that grows from sapling to forest.

I only work with a few founders at a time because clarity dies with chaos.

Clarity scales best when focus is protected, so each client receives deliberate attention and lasting clarity when the fit is right.

Your Financials Should Feel Calm

Controller Lite

For businesses with an accounting foundation that already works.

Ongoing financial oversight focused on preserving consistency and keeping financial reporting calm and reliable over time. Deeper structural support can be scoped as needed.

For Details Click Here

Financial Clarity Package

For businesses that need their accounting system built or stabilized.

A high-touch setup phase that establishes durable financial structure, followed by the same calm, predictable oversight going forward.

For Details Click Here

Want to talk through how this structure would work inside your business?

Click the trees below.

Because clarity, like a forest, is built one strong root at a time.

Fixed Price = Fixed Scope

Once onboarding is complete, services move into a fixed monthly price with a fixed scope. This keeps things fair, focused, and balanced on both sides.

By default, monthly services are not billed hourly and don’t include hidden fees, which keeps the engagement focused rather than on-call. That also means I’m not an on-call accountant.

To protect the integrity of the system and maintain focus, I stick to a defined scope once monthly fees begin. If something new comes up that falls outside of that, I’ll flag it early. If it’s worth tackling, we can always scope it as a separate project.

General Support Projects

Rebuilds & Policies Projects

Accounting Enhancement Projects

No pressure. No surprises. Just structure that lasts.

Like a phone's automatic update, I make quiet changes that enhance performance.

Every adjustment keeps the process running smoothly;
it's easy as pie.

Where appropriate, small refinements are applied so the monthly close runs lean and consistent.

During monthly services, minor adjustments may be made when they support the close or preserve accuracy or stability. Larger changes such as system redesigns, major workflow shifts, or new automations are handled as separately scoped projects, unless they fall within the Financial Clarity Package implementation phase.

How Research Is Handled (By Phase)

Some engagements require research, especially when building or restructuring financial systems. How research is handled depends on the phase of your engagement.

Implementation & Onboarding Phase:

Research is part of the work being performed and is billed through your monthly retainer, with hourly overage if work exceeds the retainer.

Recurring Services Phase:

Reasonable research directly supporting your monthly close and reporting is included. At this stage, you are no longer paying for discovery. You are paying for stability.

Separate scoping applies only when research:

is unique to your company’s structure or model
is a specialized accounting topic (e.g. ASC 606, inventory costing, amortization logic, etc.)
is a platform-specific setup or integration issue (e.g. Stripe logic, software configuration, etc.)
requires substantial, one-time research that is unusually time-intensive, even if related to agreed deliverables
involves or relates to a custom setup outside the agreed deliverables

If anything grows beyond scope, I will flag it early and we can decide how to proceed.

General Support Projects

Rebuilds & Policies Projects

Accounting Enhancement Projects

This policy is designed to be fair—not endless.

If the line between research and custom work starts getting blurry —

I’ll recommend scoping a separate project to keep everything clean, respectful, and aligned.

Professional Testimonials

I had the privilege of working closely with Brett in his role as Controller, and his contributions were instrumental to both our financial and operational success. What set Brett apart was not only his command of accounting and finance, but also his ability to design systems and processes that improved efficiency across the entire company.

From an operations perspective, his impact was profound. He led the successful upgrade of our ERP system after years without updates, resolving complex data migration and process issues. He developed tools that gave leadership clear, real-time visibility into expenses and cash flow, including per-customer, per-warehouse expense tracking and a highly reliable forecast model. His automation work reduced our monthly close process from nearly two weeks to just a couple of days, enabling timely, accurate reporting and freeing up valuable resources.

Brett also implemented practical, enforceable policies — from per diem and travel to sales tax and employee expenses — that made compliance simpler while improving accuracy and accountability. Each initiative he undertook was approached with a strong balance of financial rigor and operational practicality, and the results consistently exceeded expectations.

Most importantly, Brett carried himself with professionalism and high standards, holding his department accountable while partnering effectively with operations and leadership. He leaves behind a stronger, more disciplined, and more efficient organization, and his contributions will continue to benefit us well into the future.

I recommend Brett wholeheartedly to any company seeking a financial leader who can deliver not only accurate numbers, but also sustainable, well-designed operational improvements

Dan Parks , PhD

Chief Operating Officer / Founder