Business Details
23 Years
experience
Your Trusted Accounting Partner in Phoenix, AZ
Custom Bookkeeping Solutions is a boutique accounting and bookkeeping agency based in Phoenix, Arizona. We specialize in empowering small business owners through strategic financial guidance, including Profit First methodology, Fractional CFO services, full-service bookkeeping, and business startup support. Our team of certified professionals prioritizes transparency, integrity, and personalized service, ensuring clients gain clarity and confidence in their financial decisions.With over 20 years of experience, we serve service-based entrepreneurs, therapists, educators, and startups nationwide, offering tailored solutions to support sustainable growth. Our commitment to continuous learning and cutting-edge technology ensures clients benefit from both time-tested principles and modern financial practices. We pride ourselves on being more than accountantswe are trusted partners dedicated to helping businesses thrive.
Services
Profit First Implementation
Fractional CFO Services
Financial Management
Accounting & Bookkeeping
Payroll Services
Business Setup
Tax Services
Sales Tax Compliance
Cash Flow Forecasting
Debt Management
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of experience in strategic financial guidance for small businesses.
- Our team provides personalized Profit First implementation tailored to your business needs.
- We integrate cutting-edge technology with seasoned expertise for streamlined financial operations.
- Our US-based team handles all services in-house for consistent quality and accountability.
- We prioritize transparency, integrity, and education to empower informed business decisions.
Associations and certifications
- Profit First
What people say
Professional and knowledgeable
Local female small business owner
Thorough reviews
Helpful guidance
Clear financial insights
Services
Profit First Implementation
Our Profit First services help businesses prioritize profitability by restructuring financial systems to allocate profits first. This method builds cash reserves, reduces debt, and supports sustainable growth. Ideal for entrepreneurs seeking predictable financial outcomes, we offer VIP Day intensives or 12-week guided programs. Our certified experts ensure tailored implementation aligned with your business goals.
Fractional CFO Services
Fractional CFO services provide strategic financial oversight without full-time costs. We offer cash flow forecasting, budgeting, and growth planning for scaling businesses. Our team delivers high-level insights on hiring, investments, and market trends. Perfect for companies needing expert guidance to optimize profitability and long-term success.
Accounting & Bookkeeping
Our full-service bookkeeping ensures accurate records, timely tax compliance, and real-time financial visibility. Services include monthly reconciliations, financial statements, and software setup. Designed for service-based businesses, we streamline operations to reduce stress and improve decision-making. Stay organized year-round with proactive support from our certified team.
Payroll Services
We handle payroll processing, tax filings, and compliance to ensure timely, accurate payments. Services include direct deposit setup, W-2 processing, and federal/state tax submissions. Our integrated approach aligns payroll with accounting systems for seamless financial management. Ideal for growing teams seeking hassle-free payroll solutions.
Business Setup
From entity selection to accounting system setup, we guide startups through foundational financial decisions. Our services include EIN filings, chart of accounts creation, and expense tracking systems. We educate entrepreneurs on financial best practices to ensure compliance and profitability from day one. Perfect for solopreneurs and new businesses.
People
Stacy Lang
Founder, Chief Advisory Officer
Stacy Lang is a CPA and founder of Custom Bookkeeping Solutions, with over 20 years of experience empowering small businesses. She specializes in Profit First methodology and strategic financial planning, helping entrepreneurs achieve sustainable growth. Stacy is committed to education, transparency, and personalized service.
Angela
Director of Accounting and Operations
Angela leads accounting and operations at Lang Accounting, ensuring efficient service delivery. With expertise in financial systems and compliance, she supports clients in achieving organizational clarity. Her focus on accuracy and client satisfaction drives operational excellence across the firm.
Nicole
Accountant and Payroll Specialist
Nicole manages accounting and payroll services, combining technical precision with client-focused support. She ensures timely compliance and accurate financial reporting for growing businesses. Her dedication to detail helps clients streamline operations and reduce administrative burdens.
Karolina
Senior Accountant
Karolina provides expert accounting services, specializing in financial analysis and reporting. She helps clients understand their numbers to make informed decisions. Her proactive approach ensures businesses maintain compliance while optimizing financial performance.
Noel
Director of Business Strategy and Growth
Noel leads strategic growth initiatives, aligning financial planning with business objectives. He advises on scaling strategies, market opportunities, and operational efficiency. His client-centric approach fosters long-term partnerships built on trust and measurable results.
Questions
What accounting services do you offer for small businesses?
We provide Profit First implementation, Fractional CFO services, bookkeeping, payroll, tax compliance, and business setup support tailored to service-based entrepreneurs.
How does Profit First benefit my business?
Profit First ensures consistent profitability by restructuring cash flow to prioritize profits first, reducing debt, and building financial resilience through strategic allocation.
Are you certified in Profit First methodology?
Yes, we are one of the few Master-Certified Profit First Firms globally, with expert implementation tailored to your business needs.
Do you serve businesses outside Phoenix?
We serve service-based small businesses nationwide, with remote and in-office support options for clients across the U.S.
What industries do you specialize in?
We specialize in serving therapists, educators, consultants, and service-based startups, offering industry-specific financial strategies and compliance expertise.
