About Moxie Business Assist | Expert Bookkeeping Team in Waterloo, IA

Katie

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

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 She has a talent for transforming disorganized or outdated accounting structures into streamlined, transparent systems that support better decision-making and profitability.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

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.

Moxie Assist — Small Business Bookkeeping,Controller Support, and Fractional CFO (2026 overview)

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.

What core services does Moxie Assist offer to small businesses?

Bookkeeping services: We keep your books accurate and up to date so you always have clear, actionable financial data.
Controller services: From scheduling to customer inquiries, our Controllers handle daily tasks that steal your time, so you can focus on what matters.
Fractional CFO services: Need strategic financial leadership without hiring full time? Our fractional CFOs deliver the guidance growing businesses need.

Each service is designed for small businesses and startups, giving you the right level of support as you scale.

How does Moxie Assist provide expert bookkeeping services for small businesses?

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.

What controller and back office support does Moxie Assist provide?

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.

Why choose Moxie Assist for outsourced financial and administrative support?

Partnering with Moxie Assist gives small businesses practical advantages that add up quickly.

Cost-effective: Outsourcing avoids the fixed costs of full-time hires — you pay for the services you actually need.
Experienced team: Our professionals bring bookkeeping and financial know‑how so you get dependable results.
Focus on your business: With day-to-day tasks handled, you can spend more time on customers, products, and growth.

Those benefits make us a smart choice for businesses ready to streamline operations and improve financial clarity.

How does Moxie Assist reduce time and stress for small business owners?

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.

What makes Moxie Assist’s QuickBooks management services reliable and accurate?

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.

How do fractional CFO and controller services from Moxie Assist support startup growth?

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

Strategic financial planning: Our fractional CFOs build financial roadmaps that match your growth goals and funding plans.
Improved reporting: Controller services tighten reporting and metrics so you see the trends that matter.

Together these services help startups navigate financial complexity as they scale.

What are the benefits of fractional CFO services for scaling startups?

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.

How do controller services enhance financial reporting and metrics tracking?

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.

What are the pricing models and scalability options at Moxie Assist?

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.

How does Moxie Assist offer cost-effective solutions compared to in-house staffing?

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.

What flexible service packages does Moxie Assist provide for different business sizes?

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.

How does Moxie Assist support industry-specific needs and client success stories?

We adapt our services to industry requirements so clients get relevant, practical support instead of one-size-fits-all solutions.

Industry-specific solutions: We tailor processes and reporting for sectors like retail, healthcare, and tech.
Client success stories: Our work has helped clients save time, improve cash flow, and plan for growth.

These focused solutions help clients meet the demands of their industries and reach measurable results.

Which industries benefit most from Moxie Assist’s services?

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.

What client success stories demonstrate Moxie Assist’s impact?

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.

How can small business owners get started with Moxie Assist’s services?

Starting with Moxie Assist is straightforward — we make it easy to find the right fit for your business.

Schedule a discovery call: Book a short call to tell us about your needs and goals.
Request a quote: After the call we’ll provide a custom proposal based on your requirements.

These simple steps get you from conversation to a clear plan quickly.

What is the step-by-step process to schedule a discovery call or request a quote?

To get started:

Visit the Moxie Assist website and open the contact page.
Complete the contact form with your details and a brief description of your needs.
Submit the form and we’ll follow up to schedule a call.

Where is Moxie Assist located and how is local and nationwide support delivered?

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.

Frequently Asked Questions

What types of businesses can benefit from Moxie Assist’s services?

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.

How does Moxie Assist ensure data security for its clients?

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.

Can Moxie Assist help with tax preparation and filing?

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.

What is the typical turnaround time for Moxie Assist’s services?

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.

How does Moxie Assist handle client communication and updates?

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.

Are there any long-term contracts required to use Moxie Assist’s services?

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.

Let’s Work Together

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? Schedule a discovery call today.