Erica Goode, CPA
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Erica Goode, CPA
I specialize in CFO and bookkeeping (QBO) support for service-based businesses that are scaling fast and tired of managing the financial side solo.
Our clients are agency owners or consultants with growing teams, a solid revenue stream ($500K–$3M), and a strong sense that their current financial systems just aren’t cutting it anymore. They want to know what’s coming down the pipeline. They want a clear plan for take-home pay, taxes, team growth, and cash flow. And they want a partner who’s steady, strategic, and won’t overwhelm them with jargon or pressure.
Our approach is simple, proactive, and built around relief over stress. Whether you’re switching off of a pricey CFO, upgrading from a task-only bookkeeper, or just ready to finally feel on top of your numbers, we’ve got you.
Clean books. Clear decisions. Zero tax-time panic.
Our clients are agency owners or consultants with growing teams, a solid revenue stream ($500K–$3M), and a strong sense that their current financial systems just aren’t cutting it anymore. They want to know what’s coming down the pipeline. They want a clear plan for take-home pay, taxes, team growth, and cash flow. And they want a partner who’s steady, strategic, and won’t overwhelm them with jargon or pressure.
Our approach is simple, proactive, and built around relief over stress. Whether you’re switching off of a pricey CFO, upgrading from a task-only bookkeeper, or just ready to finally feel on top of your numbers, we’ve got you.
Clean books. Clear decisions. Zero tax-time panic.
Alicia Lynch, Ph.D.
July 15, 2025
Current client since 2024
5.0
Reason for working with Erica Goode, CPA
As my business was growing I really wanted someone who could be really on top of the financial end of things - not only make sure that my books were in tip-top shape but also help me look at the businesses' financial situation more holistically and strategically.
Experience working with Erica Goode, CPA
Erica has been everything that I hoped for. She doesn't just make sure the books are clean and correct - she suggests ways to optimize or become more efficient when she sees them and provides really clear monthly reports that help gauge how the business is doing with a wider lens. As a small business owner, I could only get us so far when managing the finances on my own. Erica brings that extra layer of knowledge and insight that I was hoping for that has given me peace of mind and also helped us grow.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Our ideal client is a founder or operator of a growing service-based business (typically $500K–$5M in revenue) who’s tired of piecing together their financial systems.
You’ve got a lean team, big goals, and client work that’s (thankfully) keeping you busy, but your books, cash flow, or forecasting haven’t kept up. Maybe you’re managing things yourself, working with a junior bookkeeper, or paying top dollar for a CFO who talks in riddles.
You're not looking for fluff or endless upsells. You're looking for clarity, consistency, and someone who can help you make smart decisions with calm, timely insight.
You also love your personal life as much (okay, definitely more) than you love your business. You’re not just chasing revenue, you’re aiming for real balance. You want your time, your team, and your finances to support the life you’re building outside of work, too. We get it. That’s our goal, too.
If you value straight answers, steady support, and a financial partner who actually gets your business model, we’ll get along great.
You’ve got a lean team, big goals, and client work that’s (thankfully) keeping you busy, but your books, cash flow, or forecasting haven’t kept up. Maybe you’re managing things yourself, working with a junior bookkeeper, or paying top dollar for a CFO who talks in riddles.
You're not looking for fluff or endless upsells. You're looking for clarity, consistency, and someone who can help you make smart decisions with calm, timely insight.
You also love your personal life as much (okay, definitely more) than you love your business. You’re not just chasing revenue, you’re aiming for real balance. You want your time, your team, and your finances to support the life you’re building outside of work, too. We get it. That’s our goal, too.
If you value straight answers, steady support, and a financial partner who actually gets your business model, we’ll get along great.
Clients who wouldNOTbe a good fit
We’re probably not the right fit if…
-You’re looking for the cheapest option or just someone to “do the books” with no strategic input
-You’re still pre-revenue or testing your business model
-You expect real-time replies and 24/7 availability (we believe in boundaries—for your life and ours)
-You want someone to replace your entire ops team (we focus on finance, not HR, tech, or admin)
-You resist using accounting software and prefer everything stay in spreadsheets forever
We work best with growth-minded business owners who want clear numbers, smart planning, and space to enjoy the life they’re working so hard to build.
-You’re looking for the cheapest option or just someone to “do the books” with no strategic input
-You’re still pre-revenue or testing your business model
-You expect real-time replies and 24/7 availability (we believe in boundaries—for your life and ours)
-You want someone to replace your entire ops team (we focus on finance, not HR, tech, or admin)
-You resist using accounting software and prefer everything stay in spreadsheets forever
We work best with growth-minded business owners who want clear numbers, smart planning, and space to enjoy the life they’re working so hard to build.
Client Specialties
Services Offered
Service Pricing
Monthly Retainer
$1,500 to $7,000
Project-Based Fee
$2,500
Meeting Options
Video meetings
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
