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Services

Every business has its own rhythm and your financial support should match what you need. Instead of pre‑set packages, we build flexible service combinations that align with your operational needs, your stage of growth, and the level of financial clarity you want.
 

Whether you need the essentials in bookkeeping, accounts receivable or payable support, we’ll create a plan that fits how your business needs.

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Explore the options below and discover the right mix of support to move your business forward.

All businesses need steady, reliable bookkeeping support. Bookkeeping Essentials provides the core financial maintenance every business needs to stay organized, accurate, and informed. This service keeps your books current, your records reconciled, and your financial reporting up to date, giving you clear insight into your business's performance throughout the year. Included Services:

  • Transaction categorization and recording based on transaction volume (weekly or monthly)

  • Monthly Bank and/or credit card reconciliations

  • Monthly or quarterly financial reports:

    • Balance Sheet

    • Profit & Loss Statement

  • One 30-minute review meeting (monthly or quarterly) 

For businesses that need smoother, more predictable day‑to‑day financial operations.

Operational Support provides hands‑on assistance with your incoming and outgoing cash flow—so invoices get sent, bills get paid, and nothing slips through the cracks. Services are tailored based on whether you need execution support or oversight and process management.

Accounts Payable Support

Choose the level of AP support that fits your business.

AP Operations Support (Specialist‑Level)
Ideal for businesses that need reliable, day‑to‑day processing.

  • Invoice review, coding, and entry

  • Scheduled vendor payments (ACH, check, wire)

  • Vendor statement reconciliation and issue resolution

  • AP aging reports and payment summaries

  • Vendor communication and record maintenance

AP Management 
Best for growing teams or complex payables environments.

  • End‑to‑end AP workflow oversight

  • Payment approval and exception handling

  • Vendor relationship and issue escalation support

  • Policy, process, and internal control oversight

  • Compliance support (including 1099 readiness)

Accounts Receivable Support

  • AR services scale based on your need for hands‑on follow‑up or strategic oversight.

  • AR Operations Support (Specialist‑Level)
    Focused on accurate billing and consistent collections.

  • Customer invoicing and recurring billing

  • Payment application and reconciliation

  • AR aging reports and payment tracking

  • Customer follow‑up on overdue balances

  • Customer account maintenance

AR Management 
Designed for businesses focused on cash‑flow optimization.

  • Oversight of invoicing, cash application, and collections

  • Aging review and collections strategy guidance

  • Dispute and escalation management

  • Credit limit and terms support

  • AR metrics reporting for visibility and planning

For businesses that need accurate, dependable inventory tracking.

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Inventory support ensures that your stock levels, costs, and movements stay accurate; so every decision you make is based on clean, up‑to‑date data. Great for businesses with physical products, manufacturing inputs, or multi‑location inventory.

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Included Services

  • Monthly inventory reconciliations & adjustments

  • Tracking of purchases, COGS, and inventory movements

  • Coordination with POS, ecommerce, or warehouse systems

  • Monthly inventory reporting for clarity on profitability

For businesses that want reliable, accurate payroll—handled through a trusted third‑party provider, with dedicated admin support from us.

Payroll Administration provides seamless, stress‑free payroll management using a third‑party payroll provider. They handle all tax filings and year‑end forms, while we manage the day‑to‑day coordination, setup, accuracy, and communication. If your business has an HR Manager, we’ll work closely with them to ensure every payroll process stays aligned and compliant.

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Included Services

  • Full payroll coordination and administration through a third‑party payroll provider

  • Employee setup, changes, and maintenance within the payroll system

  • Processing payroll on your preferred schedule (weekly, bi‑weekly, semi‑monthly, monthly)

    • Provider‑managed payroll tax filings & payments (federal, state, local)

    • Provider‑managed year‑end W‑2 processing and distribution

  • PTO, sick leave, benefits deductions, and garnishment tracking

  • Direct communication with the payroll provider for any updates or issue resolution

  • HR Collaboration: we work directly with your HR Manager (if applicable) to keep payroll and HR processes connected and consistent

  • Year‑End Support: we obtain all payroll reports and tax documents from the third‑party provider to ensure your CPA has everything they need for tax season

For businesses that want financial guidance without a full-time CFO.

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Gain access to experienced financial leadership focused on what matters most: understanding your numbers. We provide profitability analysis, financial reporting review, forecasting, budgeting support, and strategic financial insights that help you plan for sustainable growth.

Rather than serving as a complete outsourced CFO, we concentrate on the accounting and financial analysis functions that help business owners make informed decisions. This focused approach keeps the service practical, efficient, and cost-effective while delivering valuable financial visibility.​

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Please note: Fractional CFO Services are offered exclusively as an add-on to our Bookkeeping Essentials service and are not available as a standalone engagement. Because our financial analysis and recommendations rely on accurate, up-to-date bookkeeping data, we require that our team manages your bookkeeping to ensure the highest level of insight and support.

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