Fractional Accounting and Finance Services

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Accounting/Bookkeeping

  • Categorize and record transactions

  • Reconcile bank and credit card accounts

  • Set up and maintain chart of accounts

  • Prepare monthly financial statements

  • Manage invoicing, billing, and payments

  • Support payroll setup and processing

Finance

  • Build and maintain budgets and forecasts

  • Track and manage cash flow

  • Create simple, customized financial reports

  • Analyze key metrics and business performance

  • Model “what if” scenarios to guide decision-making

  • Develop full financial models to plan for growth