Monthly Bookkeeping
Accurate, current books—without chasing transactions or wondering whether the numbers are right.
Transaction coding · Bank reconciliations · Monthly close · Financial statementsDiscuss this service →
Book a second opinion ↗Certified public accounting firm
Know your numbers.
Run a stronger business.
Reliable books are only the beginning. We provide CPA-led accounting, controller, CFO, financial analysis, and due diligence support to growing small and midsized businesses across the United States.
CPA firmEthical, experienced oversightBuilt to scaleSupport that grows with youTransaction-readyQoE, diligence & deal reporting
FINANCIAL COMMAND CENTERLIVE
Operating cash$428,640↑ 18.4% vs. prior period
84%
JANMARMAYJUL
GROSS MARGIN42.8%+4.2 pts
✓
MONTHLY CLOSECompleted on day 8
The real cost of weak accounting
Your books should answer questions—not create more of them.
01
Your financial statements arrive late—or not at all.
We establish a disciplined monthly close and deliver dependable reports on schedule.02
The bank balance is your primary cash-flow tool.
We build cash-flow forecasts so you can anticipate pressure before it becomes urgent.03
You cannot see profit by client, job, or service line.
We restructure reporting to show where your business earns and loses money.04
Your books are not ready for financing or due diligence.
We reconcile, correct, and document the accounts before a lender, investor, or buyer needs them.05
Growth has made the accounting process hard to control.
We introduce workflows, oversight, and controls that scale with the business.06
You have reports—but not the insight to act on them.
We translate financial results into practical decisions about pricing, hiring, cash, and growth.FREESecond
Opinion
Opinion
Complimentary accounting review
Can you confidently rely on your numbers?
Get a professional second opinion before inaccurate balances, unreconciled accounts, weak reporting, or missing documentation interfere with important business decisions.
- High-level review of your current financial statements
- Identification of visible cleanup and reconciliation issues
- Clear recommendation on what should happen next
Accounting services
The right financial support
at every stage of growth.
Start with clean records. Add oversight, analysis, and strategic guidance as the business becomes more complex.
Books Cleanup
We untangle overdue, incomplete, or unreliable records and give you a clean financial starting point.
Historical cleanup · Reconciliations · Error correction · Catch-up reportingDiscuss this service →Outsourced Controller
A stronger financial close, better controls, and an experienced leader overseeing your accounting function.
Close management · Internal controls · Team oversight · GAAP-ready reportingDiscuss this service →Outsourced CFO
Turn financial information into decisions about cash, profit, hiring, pricing, and growth.
Forecasting · KPI reviews · Scenario planning · Strategic financeDiscuss this service →Financial Analysis
See what is driving—or draining—performance across clients, services, projects, and periods.
Profitability analysis · Variance analysis · Dashboards · Decision supportDiscuss this service →Accounting Systems & Reporting
A practical accounting infrastructure built around your operations, team, reporting deadlines, and management decisions.
Software setup · Chart of accounts · Close workflows · Management reportingDiscuss this service →Financial Due Diligence & QoE
Decision-grade analysis for buyers, sellers, search funds, and lenders evaluating lower-middle-market transactions.
Quality of earnings · Working capital · Debt-like items · Deal supportDiscuss this service →Transaction Readiness
Prepare reliable financial information and defensible schedules before a lender, investor, buyer, or diligence team asks for them.
Data-room readiness · Financial schedules · Deal reporting · Management supportDiscuss this service →How we work
From financial uncertainty to a system you can trust.
We do not begin with a software package or a generic checklist. We begin with the decisions your business needs to make and build the accounting around them.
01
Diagnose
We review your books, reporting process, systems, and management needs.
02
Stabilize
We correct the records, clarify responsibilities, and establish a dependable close.
03
Strengthen
We introduce controls, useful reporting, forecasts, and financial discipline.
04
Guide
We meet with you regularly to interpret results and support better decisions.
Who we serve
Built for Main Street growth
and lower-middle-market complexity.
We are most valuable when the owner needs more than transaction processing—clear reporting, stronger controls, cash-flow visibility, and senior financial judgment.
Owner-led companies
Established small and midsized businesses seeking more reliable reporting, stronger cash visibility, and financial discipline.
Lower-middle-market businesses
Companies preparing for growth capital, an acquisition, a sale, succession, or institutional-quality reporting.
Buyers, sellers & search funds
Transaction participants who need independent financial due diligence, QoE, valuation, and practical deal support.
Startups, nonprofits & emerging funds
Organizations that need scalable accounting infrastructure, fund administration, controls, and management insight.
Industries we serve
Professional servicesConstruction & tradesHealthcare & care servicesTechnology & consultingTransportation & logisticsReal estate & property servicesChildcare & educationNonprofit organizationsSearch funds & emerging managersConsumer and local services
Representative case studies
Common financial problems.
Practical accounting solutions.
These composite scenarios illustrate the types of SME challenges our accounting, controller, CFO, and diligence work is designed to solve.
CONSTRUCTION & TRADES01
From revenue growth to job-level profit visibility
- Challenge
- A growing contractor had increasing sales but could not explain why cash remained tight or which projects were generating acceptable margins.
- Our work
- The accounting structure was redesigned around jobs and cost categories, the balance sheet was reconciled, and a weekly cash forecast and project-margin review were introduced.
- Business outcome
- Management gained a repeatable view of job profitability, billing gaps, committed costs, and near-term cash needs—supporting better bidding and staffing decisions.
PROFESSIONAL SERVICES02
A dependable monthly close for management decisions
- Challenge
- Leadership received financial statements several weeks late, while revenue, contractor costs, and owner activity were inconsistently classified.
- Our work
- A close calendar, account ownership matrix, reconciliation standards, and management-reporting package were established under controller oversight.
- Business outcome
- The company moved from reactive bookkeeping to consistent monthly reporting with clearer service-line margins and operating-expense accountability.
LOWER MIDDLE MARKET03
Financial records prepared for buyer diligence
- Challenge
- A business entering a potential transaction had unreconciled accounts, inconsistent EBITDA adjustments, and limited support for working-capital balances.
- Our work
- Historical results were normalized, key balance-sheet accounts were supported, and schedules for quality of earnings, working capital, and debt-like items were organized.
- Business outcome
- Management entered diligence with a clearer financial narrative, faster document response, and fewer avoidable questions about the reliability of the numbers.
Client confidence
Trusted for clarity, responsiveness, and professional care.
Read our Google reviews ↗“They make you feel like you’re a priority.
- Clear explanations without unnecessary jargon
- Responsive, attentive service
- Practical guidance for financial and business decisions
- A professional relationship built on trust
What changes
Clarity you can see.
Control you can feel.
Faster
monthly close and reporting
Clearer
cash-flow visibility
Better
profitability decisions
Stronger
financial controls
“We believe small-business owners deserve the same quality of financial thinking available to much larger companies—delivered with care, clarity, and practical judgment.
Luntadila Paulo, CPA, MBAFounder & Managing Principal
Leadership grounded in real-world finance
Helping owners build stronger businesses—and exit on their own terms.
Luntadila Paulo is a Certified Public Accountant and M&A advisor who helps business owners strengthen financial performance, improve reporting, manage risk, and build enduring enterprise value.
He founded Yeto Accounting & Tax PLLC in 2019 to give small-business owners the financial clarity, disciplined accounting, and strategic guidance often reserved for larger companies. The firm helps owners build reliable financial systems and make consequential decisions with greater confidence.
His experience spans consulting, accounting and assurance, fund administration, and investment banking. He has held financial reporting responsibility for more than 12 funds representing over $5 billion in combined assets under management, managed more than $150 million in capital-raising deal flow, and supported M&A transactions exceeding $250 million in enterprise value.
CPACertified Public AccountantMBAEastern Illinois UniversityB.S.Accounting, Michigan State University79 & 63FINRA qualifications
A member of the AICPA and the Michigan Association of CPAs, Paulo is committed to rigorous analysis, ethical practice, and advice owners can act on. Outside the firm, he creates educational content, cooks, and plays soccer.
Book a call with Luntadila ↗Common questions
Before we get started.
Start the conversation
Your business deserves
better financial visibility.
Tell us what is not working. We will help you determine the right next step—whether that is cleanup, monthly accounting, controller oversight, CFO guidance, financial analysis, or due diligence.
COMPLIMENTARY
Accounting & Financial Reporting Second Opinion
Let us review where your business stands and identify the most important accounting, reporting, and financial-management issues to address.
Claim your free review ↗For small-business owners. No obligation. Clear next step.