Every tier is built on the same foundation: accurate numbers you can trust, systems that scale, and reporting that actually informs decisions.
→Reconciliations
→Financial Reporting & Analysis
→Financial Modeling
→Data Analysis
→Executive Dashboards
→AR and AP Management
→QuickBooks Cleanup and Bookkeepingby a Certified QuickBooks ProAdvisor
→Payroll Processing
→Month-End Close
→Strategic Advisory
→KPI Development
→Variance Analysis
Three Tiers of Engagement
01
Foundation
Financial Infrastructure
Accurate, reliable financials — the base every business decision depends on. Includes setup, cleanup, and ongoing operations.
- Full-service monthly bookkeeping
- Bank & credit card reconciliations
- P&L, Balance Sheet, Cash Flow statements
- Cleanup & catch-up bookkeeping
- QuickBooks / Zoho setup
- Month-end close & reporting package
02
Visibility
Financial Intelligence & Reporting
Understand what's actually happening in your business — with KPI dashboards, cash flow insight, and variance analysis that highlights what matters.
- Custom KPI dashboards (real-time)
- Cash flow tracking & 13-week forecasts
- Variance & trend analysis
- AR/AP aging with outreach workflows
- Management reporting packages
- Stakeholder-ready presentations
03
Strategy
Modeling & Fractional CFO
Make better decisions and scale profitably — with financial models, scenario planning, and CFO-level advisory built around your specific goals.
- 3-statement financial models
- Bear / Base / Bull scenario planning
- Annual budgeting & rolling forecasts
- Capital raise preparation & support
- ERP / system implementation
- Exit / acquisition readiness
