At Moxie Assist, we believe small business owners deserve more than just accurate books — they deserve clarity, confidence, and the freedom to focus on what they do best. We partner with businesses at every stage, providing flexible financial support that ranges from essential bookkeeping to high-level controller and CFO guidance. Whether you need someone to simply keep things organized or a strategic partner to help you grow, our goal is to simplify your finances and give you a clear path forward.
Katie is an accomplished financial leader with extensive experience as a CFO, Controller, and Executive Director for Large and small companies with multiple LLCs and complex operational structures. She has successfully led executive and financial teams, collaborating closely with operations to implement streamlined systems and drive profitability. Katie brings a strong background in organizational structure, process improvement, and strategic financial planning. Her leadership style is hands-on and rooted in a deep understanding of how smart systems fuel business growth. She’s a problem-solver at heart, with a talent for aligning financial strategies with long-term business goals. Now, Katie channels her expertise into working with small businesses and entrepreneurs, helping them build solid financial foundations and scale with confidence. She is passionate about supporting visionary business owners—partnering closely to help them achieve clarity, reach milestones, and turn their goals into reality.
Kaili is a seasoned accounting professional with over 10 years of experience leading financial operations for companies of all sizes. As a Controller, she has managed teams, optimized systems, and ensured accuracy across multi-million-dollar budgets. Her expertise in financial reporting, compliance, and strategic planning makes her a trusted partner to business leaders. She has a talent for transforming disorganized or outdated accounting structures into streamlined, transparent systems that support better decision-making and profitability. Proficient in QuickBooks (Desktop and Online), Excel, and Monday.com, Kaili regularly leads QuickBooks setups, cleanups, and migrations, helping businesses gain better control of their financial data. Her approach is hands-on, collaborative, and rooted in a deep understanding of both day-to-day operations and long-term financial health. Passionate about supporting small businesses, she’s known for her integrity, precision, and ability to bring order to financial chaos. In here free time Kaili enjoys camping and fishing with her husband and daughter.
Shannon is a detail-oriented bookkeeper with a degree in Business Marketing and a strong background in financial and operational management. She brings years of experience supporting small businesses, nonprofits, and community organizations with accurate, dependable bookkeeping and financial oversight. Previously, Shannon worked in restaurant management in high level financial oversight including budgeting, forecasting, cost control and strategic planning to maximize profitability. . This hands-on leadership shaped her practical, organized approach to financial management. Known for her integrity, precision, and problem-solving skills, she delivers the kind of reliable support organizations truly value. Proficient in QuickBooks Online, Excel, and Monday.com, and SAP Shannon builds efficient workflows and custom dashboards that drive clarity and accountability. In her free time Shannon enjoys spending time outdoors with her husband and three children.
At Moxie Assist, we help small business owners, solo founders, and growing startups get the bookkeeping and admin support they need to run smarter. This overview walks through our core services — bookkeeping, controller services, and fractional CFO support — and explains how outsourcing these tasks frees you to focus on growth. Read on to learn what we do, why it works, and how to get started.
Each service is designed for small businesses and startups, giving you the right level of support as you scale.
Our bookkeeping services cover the essentials: tracking income and expenses, reconciling accounts, and preparing clear financial reports. We use tools like QuickBooks to organize your data so it’s easy to access and understand. Accurate books mean better decisions — and our experienced team keeps the details tight so you can rely on the numbers
Our controllers handle the everyday work that clogs your calendar: email management, meeting scheduling, and customer communications. On the back end we offer data entry, document organization, and administrative support to keep operations running smoothly. Outsourcing these tasks frees you to focus on strategy and growth.
That combination of front- and back-office help keeps small teams nimble and responsive.
Partnering with Moxie Assist gives small businesses practical advantages that add up quickly.
Those benefits make us a smart choice for businesses ready to streamline operations and improve financial clarity.
We take routine financial and administrative work off your plate so you reclaim hours each week. With reliable processes and regular updates, owners feel less overwhelmed and more in control. That extra time and clarity helps you prioritize growth and make better decisions for your business.
Our QuickBooks management focuses on correct transaction recording, clean reconciliations, and timely reporting. We follow best practices and use technology to reduce errors, so your financial reports are dependable for planning, compliance, and fundraising.
Our fractional CFO and controller services give startups strategic financial oversight without the cost of a full-time executive. That means you get high-level planning, forecasting, and reporting when you need it most.
Many businesses now turn to fractional experts to access senior guidance on a flexible budget.
Fractional service providers for business leaders
Fractional providers let leaders tap focused, company-aligned expertise — delivering many of the advantages of an in-house executive without the full-time commitment.
A fraction of an executive: new ways to save and compete, A. Teckchandani, 2023
Together these services help startups navigate financial complexity as they scale.
Fractional CFOs bring experience at a fraction of the cost of a full-time hire. They help shape strategy, manage cash flow, and identify funding options — all tasks that improve your odds of sustainable growth without adding long-term overhead.
Controllers focus on getting your reporting processes right: consistent close routines, clean ledgers, and KPI dashboards. That reliable data makes it easier to monitor performance, meet compliance requirements, and make informed decisions.
We offer flexible pricing and scalable options so you can pick the level of support that fits your budget and needs.
| Service | Pricing Model | Scalability Options |
|---|---|---|
| Bookkeeping Services | Monthly retainer | Scales with transaction volume |
| Controller Services | Flexible packages | Flexible hours to match project needs |
| Fractional CFO Services | Monthly retainer or project-based | Custom packages for startups |
These options let you choose the right support level without paying for services you don’t use.
We remove the overhead of salaries, benefits, and recruiting while delivering experienced professionals. That means small businesses get high-quality financial and administrative support at a lower overall cost, freeing resources for growth.
Whether you need basic monthly bookkeeping or a broader finance and operations package, we tailor services to your stage and priorities. As your business grows, we scale support so you don’t have to juggle new vendors or long contracts.
We adapt our services to industry requirements so clients get relevant, practical support instead of one-size-fits-all solutions.
These focused solutions help clients meet the demands of their industries and reach measurable results.
We serve many industries, including retail, healthcare, and technology. Retail clients gain clearer inventory and sales reporting; healthcare providers benefit from compliance-minded bookkeeping; tech startups get strategic finance support for fundraising and scaling.
Our clients see real results. A local retail business that partnered with us cut administrative time by about 30% through streamlined bookkeeping. A tech startup used our fractional CFO services to secure funding and build a sustainable growth plan. Those outcomes reflect our practical, tailored approach.
Starting with Moxie Assist is straightforward — we make it easy to find the right fit for your business.
These simple steps get you from conversation to a clear plan quickly.
To get started:
We’re based at 323 Martin Rd, Waterloo, IA 50701, and serve clients locally and across the country. We use modern communication tools — phone, email, and video — to deliver timely support no matter where you are.
Small businesses, solo entrepreneurs, and startups across industries like retail, healthcare, and technology can benefit. We tailor our offerings to each sector’s needs so you get practical, relevant support.
We take data security seriously: we use secure software platforms, routine backups, and follow best practices for handling sensitive information. Our team is trained to protect client data and maintain confidentiality.
Yes. As part of our bookkeeping services we prepare organized, accurate financial records that make tax preparation and filing simpler and more reliable. We help ensure your records meet tax requirements and reduce the risk of errors.
Turnaround depends on the service and project complexity. Routine bookkeeping and controller tasks are handled promptly with regular updates; larger projects, like fractional CFO engagements, will have agreed timelines set during the initial consultation.
We keep communication clear and regular via email, phone, and video calls. You’ll get scheduled updates and easy access to your team so you always know where things stand.
No. We offer flexible service packages so you can start small or scale up without being locked into lengthy contracts. That makes our services a low-risk option for growing businesses.
Moxie Assist helps small business owners reclaim time and clarity with reliable bookkeeping, practical controller support, and strategic fractional CFO support. Outsourcing these tasks gives you cost-effective, expert help so you can focus on growing your business. Ready to see how we can help?
