Financial Foundation
For businesses that need accurate, dependable books
- Monthly bookkeeping & reconciliations
- Transaction categorization
- Monthly financial statements (P&L, Balance Sheet)
- QuickBooks Online setup or cleanup
- Payroll processing (QuickBooks Payroll)
Financial Oversight
For owners who want control and visibility
- Everything in Financial Foundation
- Cash flow monitoring
- Budget vs. actual analysis
- KPI tracking
- Monthly financial review meeting
Fractional CFO Support
For businesses ready for strategic insight
- Everything in Financial Oversight
- Forecasting & scenario analysis
- Margin and pricing analysis
- Cost structure review
- Executive-level financial reporting
