BEGIN YOUR WELLNESS JOURNEY.
Fractional CFO
Our Fractional CFO service focuses on providing comprehensive financial leadership to enhance your business’s financial health and strategic planning. Key aspects of this service include:
- Revenue Stream Analysis: We analyze current revenue streams and profit margins, creating a system to provide clarity and insight into these critical areas.
- Financial Projections and Budgeting: We develop detailed projections for revenue and create budgets for costs, aligning these with the goals of the owners or board.
- Goal Alignment and Measurement: We ensure that financial plans are aligned with your business goals and measure progress to determine the attainability of these goals.
- Monthly Strategy Meetings: We conduct monthly meetings to review progress, discuss any necessary adjustments, and ensure continuous alignment with your objectives.
Fractional Controler
Our Fractional Controller service works directly with business owners or CFOs to establish robust financial controls that ensure the consistency and accuracy of your financial information. This service includes:
- Financial Controls Implementation: We implement effective controls within your company to maintain accurate and reliable financial data.
- Monthly Financial Reviews: We hold monthly meetings to review financial statements, discuss any necessary changes, and provide clarity on the origin of financial figures.
- Decision-Making Support: Our service ensures that decision-makers have access to accurate financial information, aiding in informed business decisions.
Bookkeeping
Our Bookkeeping service provides meticulous management of your financial transactions, ensuring they are accurately categorized and reported. Key components of this service include:
- Transaction Categorization: We take bank statements and follow directions from the Controller/CFO/Owner to categorize transactions correctly.
- Amortization and Depreciation Schedules: We handle the creation of amortization and depreciation schedules as needed.
- Asset and Loan Management: We add assets, loans, and other financial elements to your records.
- Bank Reconciliation: We ensure your bank statements are accurately reconciled with your financial records, identifying and resolving any discrepancies.
- Credit Card Reconciliation: We meticulously reconcile credit card statements with your financial records to maintain accuracy.
- Monthly Financial Reporting: Financial statements are sent out monthly, with an option for a meeting to review and discuss the numbers in detail.
“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.”
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