Services
We run your finance back office remotely...
Scope note: bookkeeping, finance ops support, and management reporting only...
All modules (maximum coverage)
Start with a Paid Diagnostic or Cleanup. Then choose the monthly close foundation and add AP/AR, budgeting, and forecasting as needed.
Cleanup / Catch-up
Bring past months up to date with reconciled accounts and clean baseline reporting.
Ongoing Bookkeeping
Consistent processing, clean categorization, and monthly exception handling.
Reconciliations
Statement-based reconciliation so your books match reality.
Month-End Close
Structured close + management reporting with plain-English insights.
Accounts Payable (AP)
Bills, due dates, approvals support, payment calendar, AP aging (you keep final authorization).
Accounts Receivable (AR)
Invoicing support, AR aging, tracking, and non-legal reminders.
Budgeting & Spend Control
Budget vs actual, overspend flags, variance commentary.
Cashflow Forecasting
Rolling 8–13 week forecast with scenarios and risk flags.
Recommended first step
If your books are behind or unclear, Cleanup is the fastest path to a clean baseline. If you’re unsure on scope, start with a Paid Diagnostic.
Optional complexity support
Based on your workflow, we can add multi-currency structures, Stripe/PayPal reconciliation, and department/project reporting.
- Multi-currency workflows
- Stripe/PayPal reconciliation (fees, refunds, chargebacks, net deposits)
- E-commerce flows (Shopify/Amazon-ready structure)
- Department/project reporting (classes/tracking categories)
- Weekly “Finance Health Update” for leadership