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Calculate
Success

We’re a CPA-level bookkeeping agency and third-party Chief Financial Officer service provider that will CALCULATE your company’s finances so you can achieve greater SUCCESS!

Bookkeeping
CFO Services

Experience & Proven Results

black click pen beside MacBook Pro on table

Our team has the industry experience and knowledge your small business needs to meet your financial goals. Owner Lacy McGrew, CPA, MBA spent decades in corporate accounting positions helping businesses make informed and effective multi-million dollar decisions. Today, she offers her unique abilities and experience as a CPA, professional bookkeeper, and CFO to businesses that are ready to take the next step toward smarter financial decisions and exponential growth.

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Professional CFO Solutions

Lacy McGrew is ready to become your company’s Chief Financial Officer (CFO). As a third-party CFO, Lacy will bring an unbiased perspective to your company’s financial situation and show you how you can best reach your financial goals. With Lacy’s help, you can know the exact next steps you need to take to increase your profits and cash flow.

Are you ready to take the mystery out of your finances? Learn more today!

CFO Services

Expert Financial Services

woman in white long sleeve shirt covering her face

Along with a high level of industry experience, Calculate Success offers high quality financial services to meet the needs of your business.

Bookkeeping

We can handle your business's monthly bookkeeping using QuickBooks&reg to streamline the process.

IRS Compliant

We'll make sure you meet IRS guidelines and can even perform financial cleanup work from previous years.
Services

Financial Statement Reviews

As a CPA-level bookkeeping agency, we can certify your financial statements.

Secure Financing

Helping you before applying for a loan or other applicable financial endeavor.
Services

Audit & Speciality Services

We will consider any request where our accounting and bookkeeping skills could be of use.

Here to Help

Whether you need us to perform an audit or other financial services, we're ready to help meet your needs.
Services

Invoicing

We'll help you manage your accounts receivable and accounts payable.

A Smooth Process

Ensuring a smooth invoicing process for accurate reporting.
Services

Payroll Services

Outsource your company’s payroll duties to Calculate Success.

Third Party Benefits

Experience the benefits of letting an experienced third party handle your employees’ pay and compensation.
Services

Strategy Sessions

We’re more than your company’s new accounting partners — we’re your financial strategy specialists.

Your Partner

We can come alongside your business, offering financial insight and strategy planning to help you make the best decisions for your company’s growth and continued success.
Services
woman in white long sleeve shirt covering her face

Expert Financial Services

Along with a high level of industry experience, Calculate Success offers high-quality financial service to meet the needs of your business.

Bookkeeping

We can handle your business's monthly bookkeeping using QuickBooks&reg to streamline the process.

IRS Compliant

We'll make sure you meet IRS guidelines and can even perform financial cleanup work from previous years.
Click Here

Financial Statement Reviews

We can handle your business's monthly bookkeeping using QuickBooks&reg to streamline the process.

IRS Compliant

We'll make sure you meet IRS guidelines and can even perform financial cleanup work from previous years.
Click Here

Financial Statement Reviews

We can handle your business's monthly bookkeeping using QuickBooks&reg to streamline the process.

IRS Compliant

We'll make sure you meet IRS guidelines and can even perform financial cleanup work from previous years.
Click Here

Invoicing

We'll help you manage your accounts receivable and accounts payable.

A Smooth Process

Ensuring a smooth invoicing process for accurate reporting.
Click Here

Payroll Services

We can handle your business's monthly bookkeeping using QuickBooks&reg to streamline the process.

IRS Compliant

We'll make sure you meet IRS guidelines and can even perform financial cleanup work from previous years.
Click Here

Strategy Sessions

We can handle your business's monthly bookkeeping using QuickBooks&reg to streamline the process.

IRS Compliant

We'll make sure you meet IRS guidelines and can even perform financial cleanup work from previous years.
Click Here

About
Calculate Success

The team at Calculate Success has over two decades of advanced knowledge in accounting, bookkeeping, and other financial services. Owner Lacy McGrew, CPA, MBA has worked for a variety of companies across industries. That vast experience allows Calculate Success to stay flexible and provide each client with the unique approach they deserve. With our help, you gain access to incredible benefits, including the following:

  • A customized approach to your financial situation
  • Commitment to privacy and confidentiality
  • Lower payroll costs
  • Greater peace of mind
  • Freedom to pursue more of your personal and business goals
  • More insight into your company’s tax situation via Lacy’s knowledge of tax codes
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Testimonials

"Lacy McGrew with Calculate Success is a QuickBooks® expert and has a wealth of knowledge for your bookkeeping needs. She is a CPA and has a desire to make sure her clients are set up for success. I highly recommend Lacy for one-time projects or your ongoing bookkeeping needs."
James Medawar
Strategic-Partner - Schooley Mitchell
"Lacy McGrew proved invaluable to our small company. She understands the issues we face and offers solid solutions. Her response rate is fantastic and I am very comfortable relying on her expertise. I highly recommend Calculate Success!"
Joan Davin
Sr. Partner - Arpenteur Surveying, LLC.
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Contact Calculate Success