A DBA of Penguin Protect LLC
Senior Finance Leadership
for East Mesa Businesses
Bookkeeping, reporting, and QuickBooks guidance led by a Fortune 500 finance leader—so you can move faster with clean books and clear decisions.
Bookkeeping • Reporting • QuickBooks Setup • Security-first handling
Looking for business consulting or AI-powered automation? Explore Penguin Protect services.
18+ Years Experience
Fortune 500 accounting operations leadership including Insight, Wesco Distribution, and Eriks North America
$5.1B+ in Annual Operations
Managed over $5.1B in annual payments and $1B+ monthly disbursements across multiple business units
Team Leadership
Led and developed finance teams of up to 15 professionals across multiple locations
Security Certified
CompTIA Security+, Network+, Google Cybersecurity Professional - protecting financial data with enterprise-grade security
Simple, High-Impact Services
Focused monthly bookkeeping, clear reporting, and practical guidance—nothing extra.
Monthly Bookkeeping
Accurate books, reconciliations, and clean financial statements—done monthly.
- Monthly reconciliations
- Transaction categorization & cleanup
- P&L and balance sheet
- Sales tax readiness
- Questions answered quickly
Reporting & Guidance
Clear reporting and short advisory check-ins to keep decisions simple.
- Monthly summary report
- Cash flow snapshot
- Budget vs. actual view
- 30-minute review call
- Actionable next steps
Cleanup & Automation
Reduce manual work with cleanup, workflow fixes, and light automation.
- QuickBooks cleanup & setup
- Recurring workflow fixes
- Automation for repeat tasks
- Document organization
- Data quality checks
Clear, Monthly Pricing Built for Growth
Predictable subscriptions based on transaction volume, complexity, and support needs.
Monthly plans include set hours; overflow and project work billed at $125/hour.
QBO Essentials
QuickBooks Online: clean books and core reporting
- Up to 100 transactions/month
- Monthly reconciliation
- P&L and balance sheet
- Sales tax-ready books
- Monthly summary
- Includes 4 hours/month
Perfect for solopreneurs & micro-businesses
Growth
Full-cycle bookkeeping + guidance
- Everything in QBO Essentials, plus:
- Up to 200 transactions/month
- AP & AR coordination
- Monthly cash flow snapshot
- Monthly review call
- Includes 6 hours/month
Ideal for growing businesses (5-20 employees)
What's Included Every Month
Clean books, clear reporting, and steady guidance—with transparent hours and fair billing.
Proven Track Record
Real results from 18+ years of Fortune 500 financial leadership
Strong track record reducing financial and compliance exposure for organizations.
Process improvements and automation that cut waste and speed delivery.
Revenue recovery and payment optimization that deliver measurable results.
Industries We Excel In
Specialized expertise for complex business environments
Construction & Contracting
Healthcare Practices
Technology & Software
Distribution & Logistics
Non-Profit Organizations
Professional Services
Retail & E-commerce
Manufacturing
Why East Mesa Bookkeeping
Senior-level experience, right-sized for SMBs
Get enterprise-grade process discipline without enterprise overhead. We bring proven systems used at large organizations, adapted to your size and goals.
Security-first handling
We treat financial data as critical infrastructure with structured access, secure workflows, and compliance-minded practices.
Technology-driven efficiency
Modern tooling and thoughtful automation reduce errors, improve turnaround time, and keep reporting consistent.
Results that show up in the numbers
We focus on measurable outcomes: cleaner books, faster closes, fewer surprises, and better visibility.
Your Fractional Finance Leader
East Mesa Bookkeeping
A DBA of Penguin Protect LLC
Corey M. Francis
Accounting Manager | Multi-Entity Finance Leader | ERP Systems Expert
East Mesa Bookkeeping - A DBA of Penguin Protect LLC
Corey brings 18+ years of finance leadership across Fortune 500 and nonprofit organizations.
He has led teams of up to 15, managed billions in annual payments, and implemented ERP and automation programs that improved close speed, accuracy, and cash visibility.
His cybersecurity credentials help protect sensitive financial data with secure, practical workflows.
That same enterprise discipline is now right-sized for East Mesa businesses.
Credentials & Certifications:
- B.S. in Accounting
- CompTIA Security+
- CompTIA Network+
- Google Cybersecurity Professional
- Google Cloud Security Engineer
- 18+ Years Fortune 500 Experience
Proven Strategic Results
Authentic experience from over 18 years of corporate financial leadership
Strategic QBO Implementation
Directed all accounting operations, including the successful implementation and management of QuickBooks Online to enhance financial reporting and workflow efficiency. Integrated systems with existing payment processes and established robust data security protocols ensuring PCI DSS compliance.
Multi-Billion Dollar Payment Operations
Led cross-functional teams in deploying Procard systems for major clients. Leveraged advanced financial modeling to optimize the credit card program and oversaw the disbursement of $1B in payments to 5,000+ vendors each month.
Risk Management & Recovery
Managed a 15-member finance team across AP, AR, and GL. Successfully led a project that reduced unclaimed property exposure from $25M to under $175K in one year and recovered $435K+ by identifying aged rebates.
Frequently Asked Questions
Common questions about our premium bookkeeping services
What's included in monthly bookkeeping?
Monthly reconciliations, GAAP-aligned financial statements, categorization cleanup, and clear reporting. Higher tiers include AP/AR support, cash-flow forecasting, and advisory sessions.
Who is this service best for?
Growing businesses that need reliable books, better visibility, and proactive guidance without hiring a full-time finance team.
How do we get started?
We start with a short discovery call, review your current systems and pain points, then propose a scoped monthly plan. Onboarding typically takes 1-2 weeks.
How do you handle security?
Your data is handled with security-first practices, including least-privilege access, MFA where available, and secure document workflows. We're experienced with PCI-aligned environments.
Can you help with automation?
Yes. We streamline recurring workflows and reporting so your team spends less time on manual steps and more time on decisions.
Ready for clear, reliable books?
Start with a free consultation and a simple monthly plan.
Free consultation • Clear monthly scope • Transparent pricing