Blackline Financial  |  Phoenix, AZ

YOUR BOOKS.
HANDLED.
EVERY MONTH.

We handle the numbers so you can run your business. Clean books, monthly calls, and real answers — built for small businesses that are serious about growth.

Clarity  |  Profitability  |  Momentum

Built for business owners
100%Cloud-Based
30-DaySetup Guarantee
Monthly1:1 Calls Included
NoLong-Term Contracts

CORE SERVICES

Everything you need to keep your finances clean, current, and clear — without hiring full-time staff.

01

Monthly Bookkeeping

We reconcile your accounts, categorize every transaction, and deliver clean, accurate books at the end of every month. No backlogs. No surprises.

  • Bank & credit card reconciliation
  • Transaction categorization
  • Monthly P&L and balance sheet
  • QuickBooks Online management
  • Catch-up bookkeeping available
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02

Monthly Financial Review Calls

Meet with your advisor every month to walk through your numbers in plain English, ask questions, and leave with clear action items — no accounting degree required.

  • Scheduled monthly 1:1 video call
  • Plain-language financials walkthrough
  • Trend analysis & cash flow discussion
  • Actionable takeaways every session
  • Email support between calls
03

Payroll Services

We run payroll on time, every time — tax filings, direct deposit, and full compliance — so you can focus on your team, not processing checks.

  • Full payroll processing (any frequency)
  • Direct deposit for all employees
  • Payroll tax filings (federal, state, local)
  • W-2 & 1099 preparation
  • New hire reporting & compliance
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04 Advisory Service

Fractional CFO

Get senior-level financial strategy without the full-time cost. Budgets, forecasts, KPIs, and growth planning — for business owners ready to make data-driven decisions.

  • Cash flow forecasting & scenario planning
  • Budget creation & variance analysis
  • KPI dashboards tailored to your business
  • Funding readiness & lender preparation
  • Strategic growth & pricing strategy
  • Weekly or bi-weekly advisory calls
Learn More →

The Process

HOW IT WORKS

01

Tell Us About Your Business

Fill out our short intake form — about 3 minutes. We'll ask about your industry, revenue, and current setup so we come prepared.

02

Free Consultation Call

We schedule a 30-minute call to learn about your goals and recommend the right services. No pressure — just a real conversation.

03

Onboarding & Setup

We connect to your accounts, configure QuickBooks, and get your books organized — typically within two weeks of signing on.

04

Monthly Cycle Begins

Books reconciled every month. Then we meet to walk through them together. You always know exactly where you stand.

Blackline Financial

First Step

THE DIG

Flat Fee

$1,000

One-time engagement

Discover
Investigate
Guide

Before we talk recurring services, we get into your books. The DIG is a deep-dive engagement where we go through your financials, identify what's working, what's broken, and what it's going to take to get things right.

No guesswork. No generic packages. You walk away knowing exactly what you need and what it will cost — with zero obligation to continue.

  • D
    DiscoverFull picture of your business — revenue, expenses, accounts, current setup, and where the gaps are.
  • I
    InvestigateDeep dive into your books. Reconciliations, categorizations, reporting — we find exactly what's accurate, what's off, and what's missing.
  • G
    GuideClear findings and a recommendation: what needs to happen, how we can help, and what ongoing services would look like for your business.
Schedule Your DIG →

LET'S FIND YOUR FIT

Tell us a bit about your business and we'll reach out to schedule a free consultation — no obligation, just a conversation.

Step 1 of 8

Let's start with the basics.

Tell us about your business.

What industry are you in?

How big is your operation?

How many accounts do you have?

What's your current bookkeeping setup?

What services are you interested in?

Almost done. Anything else we should know?

We'll reach out within 1 business day to schedule your free consultation.

We've Got You.

Thanks for reaching out! Someone from the Blackline Financial team will be in touch within one business day to schedule your free consultation call.


Jared Westergard, CEO & Founder of Blackline Financial
Jared Westergard
CEO & Founder, Blackline Financial
Blackline Financial

Blackline Financial was built for business owners who are too busy running their company to figure out why QuickBooks doesn't match their bank account. We've worked with dozens of small businesses across industries — and what you actually need is clean books, straight answers, and someone who picks up the phone.

We don't upsell you on services you don't need. We don't hide behind jargon. We show up every month, do the work, and help you understand your numbers well enough to make better decisions.

Clarity
You'll always know what your numbers mean
Profit
Everything we do points toward your bottom line
Momentum
We keep things moving — no bottlenecks, no delays

READY TO GET YOUR BOOKS IN ORDER?

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