Clean monthly books, tax prep, and CFO-level advice from a local advisor in Woonsocket. Know where your cash is going and what to do next — and work directly with Robert, not a call center.
Running a small business in Rhode Island is hard enough without chasing receipts at midnight. As your local bookkeeper and CFO advisor, we take the numbers off your plate — then we help you actually use them.
Here’s what makes us different:
Let us solve your bookkeeping stresses, while you focus on what you do best.
Confused about whether you need a bookkeeper, a CFO advisor, or both? Read our full guide: Bookkeeper vs. CFO Advisor: What Rhode Island Small Businesses Actually Need.
Clean monthly books, tax prep, and CFO-level advice from a local advisor in Woonsocket. Know where your cash is going and what to do next — and work directly with Robert, not a call center.
Your advisor
You work directly with me — not a rotating account team. I am an Intuit-certified ProAdvisor and have helped Rhode Island business owners get control of their numbers since 2019.
More about Robert →5.0 from 27 Google reviews
“Robert is a fantastic guy with great work ethic, always on time and reliable which is rare in todays business world. Never having to worry about our financials, reports etc. is such a benefit that I highly recommend this company!!”
“He's very professional, extremely timely with his responses, and is very knowledgeable. I would recommend him to anyone looking for small business book keeping & accounting.”
“Robert is professional, trustworthy, knowledgeable, and detail oriented. He goes above and beyond.”
A rolling 13-week cash flow forecast shows exactly when cash gets tight — weeks before it hits your bank account.
Margins by service, job, and client — so you can raise prices, fix what loses money, and scale what is profitable.
Clean monthly statements that lenders and investors trust when you need a line of credit, a loan, or a buyer.
Stop doing the books at 10pm. We run the numbers so you can focus on customers, your team, and sales.
Most growing owners are running the business on a bank balance and a gut feeling. Your bookkeeper tells you what happened last month. Your CPA tells you what you owe. Nobody tells you what is coming next — or what to do about it.
That is the job of a CFO advisor. Tradepoint CFOs gives you forward-looking financial leadership — cash flow forecasting, unit economics, and a plan for growth — for a fraction of what a full-time CFO costs.
We work with owner-operated businesses across Rhode Island and Southeastern Massachusetts — contractors and trades, medical and dental practices, law firms, and professional services firms. Hands-on, relationship-first, and local.
CFO-level financial guidance for small businesses. We turn your numbers into decisions—cash flow forecasting, KPI reporting, budgeting, and growth strategy—with direct monthly access to Robert.
Accurate monthly books, closed by the 15th—categorized, reconciled, and tax-ready. Includes QuickBooks setup and cleanup, historical catch-up, payroll, and sales tax filing.
Business and personal tax preparation paired with year-round tax planning, so you capture every deduction, set aside the right amount, and avoid April surprises.
Your bookkeeper records the past. Your CPA files your taxes. A CFO advisor uses both to plan your future — cash, pricing, hiring, and funding. See the full comparison →
Delivered every month in plain English, so you always know where you stand and what to do next.
Book a free 30-minute call. We will look at where your cash is going and tell you honestly whether you need a bookkeeper, a CFO advisor, or neither yet.
The same model our CFO advisory clients use. See exactly when cash will be tight in the next 13 weeks — before it hits. Excel template + 2-page guide. Instant access after a quick email.
Get the Free Template →CFO advisory for Rhode Island and Massachusetts owners doing $500K–$5M. Know your numbers, plan your cash, and grow with confidence.
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