Fort Worth · DFW Small Business Specialists

Your books
should work
as hard as
you do.

Most small business owners are great at what they do, but their finances are a mess behind the scenes. We fix that. Clean books, proper owner pay, bank-ready financials, and a clear picture of what you actually profit.

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CRB
20+Years Experience
3Service Tiers
CFOLevel Expertise
DFWLocally Rooted

"Clarity. Structure. Real Growth."

The problem we solve

Making money isn't the same as understanding it.

Contractors, truckers, electricians, beauticians, every industry has the same story. Revenue is coming in but the financial picture is chaos. Missed deductions, no separation of accounts, inconsistent pay, and every tax season feels like a fire drill.

We don't just reconcile your books. We build the financial infrastructure that makes growth possible and makes you credible to the banks and investors you want attention from.

  • Mixed personal and business accounts draining your profitability
  • No idea how to pay yourself correctly as an LLC or S-Corp
  • Books so behind you'd be embarrassed to hand them to a lender
  • Tax season surprises that cost you thousands every year
  • No financial foundation to qualify for business funding
Let's Fix This

"If a bank asked for your financials today, how would you feel handing them over?"

That question stops most small business owners cold. It doesn't have to. We specialize in building the exact financial infrastructure that makes you bank-ready, tax-compliant, and confident in your numbers.

Trucking Electrical Beauty & Salon Contractors Freelancers Service Businesses
CRB
What we do

Financial clarity.
From the books up.

Every service connects back to one goal: giving you the financial foundation to run your business with confidence.

Monthly Bookkeeping & Reconciliation

Full-cycle bookkeeping, bank reconciliation, expense categorization, and accurate P&L statements every month. Your books, done right and on time.

Owner Salary & Compensation Structuring

Stop guessing what to pay yourself. We structure your owner distributions, salary, and draws correctly for your entity type: LLC, S-Corp, or sole prop.

Bank Readiness & Funding Prep

Get your financials lender-ready. We organize your records, build your business credit profile, and prepare you to walk into any funding conversation with confidence.

Cash Flow Reporting

Know exactly where your money is going. Monthly cash flow reports that show you the real picture, not just what's in your account, but why and what it means.

IRS Compliance & Record Organization

Clean records that keep the IRS off your back and your tax preparer happy. We work alongside your CPA to make sure year-end is never a surprise again.

Small Business CFO Advisory

For growing businesses that need more than a bookkeeper. Monthly strategy calls, profitability analysis, scaling roadmaps, and a financial partner who treats your business like their own.

Transparent pricing

Three tiers. No surprises.

Pick the level of support that matches where your business actually is, not where you hope it'll be.

Tier 01
Starter
$300 - $400
per month
  • Monthly bookkeeping & reconciliation
  • Basic profit & loss statement
  • Expense categorization
  • Annual tax prep coordination
  • Email support

Best for: sole proprietors, freelancers, early-stage LLCs with low transaction volume.

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Most Popular
Tier 02
Growth
$600 - $800
per month
  • Everything in Starter
  • Cash flow reporting
  • Owner salary & compensation structuring
  • Quarterly financial check-ins
  • Basic financial advisory
  • Priority support

Best for: established service businesses, contractors, and growing LLCs.

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Tier 03
CFO Advisory
$1,200 - $1,500
per month
  • Everything in Growth
  • Bank readiness & funding strategy
  • Business credit profile building
  • Profitability & scaling roadmap
  • Monthly strategy calls
  • Full CFO-level partnership

Best for: trucking companies, multi-employee businesses, and owners pursuing funding or scaling.

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Heads up: If your books need cleanup before we start, a one-time onboarding fee applies. We'll quote this on your free consult. No surprises.
Cassandra Spellman, Founder and Financial Strategist at Courtland Row Books
Meet the owner

Corporate-level expertise. Small business heart.

Most small business owners can't afford a CFO. I spent over 20 years becoming one, so you don't have to hire one. From Staff Accountant to CFO-level roles across healthcare, technology, insurance, and nonprofit sectors, I've managed millions in revenue and built financial infrastructure from the ground up.

Now I bring that same precision to small business owners in Fort Worth and DFW, the contractors, truckers, service providers, and entrepreneurs who are building something real and need their numbers to reflect it.

20+Years in Accounting
5+Industries Served
CFOLevel Experience
DFWFort Worth Based
Work With Cassandra
Our promise

Clear. Accurate. Timely.
Every single month.

We don't just keep your books, we keep our word. When you work with Courtland Row, you get a financial partner who shows up, communicates clearly, and treats your business with the same urgency you do.

Accurate

No shortcuts. Your numbers are right or we fix it.

On Time

Monthly reports delivered when you expect them.

Responsive

You get a real person who knows your business.

Confidential

Your financial information stays private. Always.

Let's talk

Let's work
together.

Schedule a free 20-minute consult. No pitch, just a conversation about where your business is and whether we're the right fit.

Mailing Address 2833 Crockett Street Ste. #1036
Fort Worth, TX 76107
Email info@courtlandrowbooks.com
Phone (817) 993-9898

Schedule your free consult

✦

We'll be in touch within 24 hours.

Thank you for reaching out. Cassandra will personally review your request and follow up shortly to schedule your free consult.