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SERVICES

Monthly packages are custom tailored to best support the unique needs and objectives of your business.

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**Bookkeeping services are provided alongside fractional controller and CFO services only. Standalone bookkeeping services are not currently available.

Working with Financial Documents

FRACTIONAL CONTROLLER

  • New Client Onboarding

  • Book Cleanup Projects

  • Monthly Close Activities

  • ​Accrual Accounting based on US GAAP

  • Financial Statement Preparation​

A couple at a business meeting

FRACTIONAL CFO

  • Monthly Analysis of Financial Trends

  • Custom built financial reporting packages with options including financial dashboards, budget to actual analysis, profitability analysis, and job costing

  • Cash Forecasting, Budgeting, Pro Forma

  • Management Accounting & Strategy


Services: Services
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