A real finance team · Adriatica Village, McKinney

If you don't fully trust your P&L, that's not a you problem. It's a systems problem.

The Finance Squad is a plug-and-play finance team (bookkeeping through CFO) run from a stone-walled office in Adriatica Village. We get you out of the financial fog and into decisions you can actually trust.

No sales pitch, just a straight read on where you stand.

SBA Service-Disabled Veteran-Owned Certified SBA-certified SDVOSB and veteran-ownedFounded and led by a U.S. Marine Corps veteran
100% U.S.-Based TeamFull-time W-2 employees, one McKinney office
Built for:
Construction • Development • Manufacturing • Distribution • E-Commerce • SaaS • Tech • Real Estate • Lending & Escrow • Law Firms • Non-Profit • Banks • Government and defense •
Charlie Osborne, founder of The Finance Squad
A note from the founder

Thanks for stopping by. I started The Finance Squad because too many owners were running real businesses on numbers they didn't trust. We fix that, and we do it from a stone-walled office in Adriatica Village with a team you can actually meet.

If you're ever in the neighborhood, come say hello. The coffee's on us.

Charlie Osborne, signature Charlie Osborne Founder · U.S. Marine Corps Veteran
Sound familiar?

If any of this is true right now, that's exactly why we exist.

"I don't actually know if I'm making money."
"My books are a mess, and I'm scared of what an audit or a lender would find."
"My bookkeeper or controller just quit, or isn't good enough."
"I need CFO-level thinking, but can't justify a full-time hire."
Real example: a client saw $2M+ in total financial impact after one engagement with us. See How
The Finance Squad team standing together in front of the stone office in McKinney
$2M+ Total financial impact driven for one multi-entity operator
$400K+ Annual savings identified for a $3B construction company
70% Cut in monthly bookkeeping time for an e-commerce brand
400+ Subcontractors paid on time through a $26M contract
Our close date guarantee

Your first close, delivered by the 10th business day, or that month's fee is waived.

Full-Service tier clients only. Ask if you qualify.

Ask If You Qualify
What's this actually costing you?

A rough, honest estimate. Not a sales pitch.

Hours per week you personally spend on bookkeeping, invoicing, or financial admin 6 hrs/week
What's an hour of your time worth, running the business? $150/hr
Estimated cost of your time, per month $3,900

That's time you could be spending on sales, hiring, or the next deal instead of reconciling accounts.

Get That Time Back
Not sure where to start?

Answer three quick questions and we'll tell you.

How current are your books today?

Try it yourself

Every client gets a Business Snapshot like this one, every month.

Revenue, EBITDA, cash position, and trend charts you can actually read at a glance. Drag the sliders.

Business Snapshot Interactive Sample
Revenue–
Gross Margin–of revenue
EBITDA–
Cash (All Accounts)–

Revenue & gross profit: 13-mo trend

EBITDA: 13-mo trend

Cash position: 13-mo trend

Drag the sliders.

Eight ways we plug in. Pick where you need us most.

01. Bookkeeping & AP/AR

Books you can actually trust.

Owners who want their books reconciled, categorized, and current every month, without doing it themselves.

See What's Included
02. Month-end close & financial reporting

Numbers that land the same time every month.

Owners tired of financials that show up late, or not at all.

See What's Included
03. Controller services

The senior set of eyes on everything.

Owners whose books are fine day-to-day, but nobody senior is watching the whole picture.

See What's Included
04. Fractional CFO

Strategy that shapes the decision, not just the recap.

Owners who need real financial judgment on financing, hiring, pricing, or growth, without a full-time hire.

See What's Included
05. Full-service

One team. Everything covered.

Owners who want a single point of accountability, not multiple providers to coordinate between.

See What's Included
06. Cleanups & catch-up work

Get current before you decide anything else.

Owners who are months (or years) behind, or just inherited a mess from a prior bookkeeper.

See What's Included
07. Systems & process improvement

Tools and workflows that work for the books, not against them.

Owners whose systems don't talk to each other cleanly, or whose team works around broken handoffs.

See What's Included
08. M&A pre-market readiness

If a buyer looked at your books tomorrow, would they trust what they saw?

Owners planning to sell in the next one to three years, or already approached by a buyer.

See What's Included
How it works

From first call to your first close: here's the path.

A kickoff meeting around the conference table at The Finance Squad office
1

Free assessment call

We look at where your books stand today. No obligation, no sales pitch.

2

Onboarding & cleanup

We get your books current and set up the systems that keep them that way.

3

Ongoing close & reporting

Every month, like clockwork: reconciled books, a real close, a report you trust.

4

You decide with confidence

Hiring, pricing, growth: backed by numbers you actually believe.

Why not just…

A bookkeeper, software, or a fully virtual shop isn't the same thing.

A solo bookkeeper

Good for data entry. Not enough depth for close management, controls, or strategy, and no backup when they're out.

Software alone

A tool doesn't catch fraud, doesn't call you when something looks off, and doesn't take ownership when the numbers are wrong.

A fully virtual firm

No physical office behind the login, just a portal and a Slack channel. If you ever want to sit down with your team in person, there's nowhere to go.

The Finance Squad

Accountable people, backed by process, covering bookkeeping through CFO: one team, one point of contact, built to scale as you grow. We also keep a real office in McKinney, not required, but there anytime you want to sit down with us in person.

See Our Office
Our sister brand

Books here. Taxes there. One standard.

The Finance Squad keeps your books clean, closed, and decision-ready. When tax season shows up, our sister brand takes the handoff: tax preparation, tax planning, and year-round tax support for businesses and individuals.

Same office in McKinney. Same U.S.-based, full-time team philosophy. Same allergy to surprises. And because both squads are under one roof, your books never have to be translated for your tax preparer again.

The Tax Squad

Tax preparation and planning. McKinney, TX.

Visit The Tax Squad
How we work

Operating principles, not wall art.

Intentional communication

We don't wait for you to ask what's going on. If there's something you need to know (good or bad), you hear it proactively, not when you finally chase us down.

Extreme ownership

If something's wrong in your books, it's on us to catch it and fix it, not on you to notice it first.

Always flexible (Semper Gumby!)

Your business doesn't run on a template. Neither do we. We adapt quickly when your priorities or environment change.

Grow or die

We push for better processes every quarter, for your business and for ours. Standing still isn't an option.

Eye for excellence

We don't ship "good enough." Every deliverable, from a quick answer to a full financial package, gets held to the same bar.

Visit the office

Come find us in the village.

Illustrated plan of Adriatica Village in McKinney, with a brass star marking The Finance Squad office. Illustrative only, not to scale.

Our office sits in Adriatica Village, McKinney's Croatian-style corner of stone streets, arched windows, and a bell tower you can navigate by. The name is carved into the wall; the door is usually open.

If you're nearby, stop in. The coffee's on us, Stevie will greet you at the door, and nobody will make you look at a spreadsheet unless you ask.

Plan a Visit
A team member working at her desk in The Finance Squad office in McKinney
The office dog sitting on the front walk beside The Finance Squad sign
Real office. Real people.

Built by an operator. Run from McKinney, TX.

No offshore call centers, no rotating contractors, no P.O. box pretending to be a headquarters. A real office, a real team, and a door you can knock on. And yes, there's an office dog.

See Our Office

Stop guessing. Start knowing.

If your books are more than a month behind, or you wouldn't want a lender looking too closely at your financials, let's talk.