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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 monthly bookkeeping, accounts receivable or payable support, inventory management, controller or CFO‑level guidance, or full‑service payroll, 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.

For businesses that need steady, reliable monthly support.

Bookkeeping Essentials is designed for businesses that want a strong financial foundation without unnecessary complexity. It covers the core tasks required to stay organized, up‑to‑date, and informed—giving you clarity and confidence month after month.

Included Services:

  • Monthly transaction categorization & recording

  • Monthly bank and/or credit card reconciliations

  • Quarterly financial reports:

    • Balance Sheet

    • Profit & Loss

  • One 30‑minute quarterly review meeting to walk through results, answer questions, and keep you on track

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 & Oversight (Manager‑Level)
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 & Oversight (Manager‑Level)
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 ready to make informed, strategic financial decisions.

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Fractional CFO support brings big‑picture financial strategy to your business—without the full‑time salary. Perfect for companies experiencing growth, complexity, or new opportunities that require deeper planning and forecasting.

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Included Services

  • Cash flow forecasting & scenario modeling

  • Budget development and monitoring

  • Strategic financial planning & KPI tracking

  • Pricing, profitability, and cost analysis

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