Financial Function: Your Outsourced Finance Team
The whole finance function, handled: the books, the bills, what you’re owed, payroll oversight, and a clean year-end, with a monthly meeting to go through it all. You run the business. The finance side has an owner.
Who this is for.
- Your CPA asks for the books, and you lose a week getting them together.
- You’re not sure who owes you money, or how late it is.
- Bills get paid when someone remembers, not when they’re due.
- Nobody is checking payroll after the provider runs it.
Exactly what you get.
Everything in Foundation
Every transaction coded, every account reconciled, and a monthly close with a note.
Payables and receivables current
What you owe, what you’re owed, and how old each one is, kept current instead of reconstructed at year end.
Payroll oversight
Your provider runs payroll. I review what it produced, confirm it posted to the books correctly, and confirm payroll taxes were paid.
Cash flow review
Each month, where the cash went and why it differs from profit.
A monthly review meeting
We go through the statements together: what moved, what it means, and what needs your attention.
A clean year-end
An annual close, a budget for the year ahead, and a tax package your CPA can file from. I talk to them directly rather than making you the messenger.
Want a forward cash forecast and CFO-level decision support? That’s Advisory →
How the work runs.
- 1A free diagnosticI open what you have, find out how far behind it is, and tell you what shape it’s in.
- 2One number for each partA flat monthly fee for the ongoing work, and a separate quote for setup or catch-up if you need it.
- 3Tuned firstThe backlog cleared and the accounts set up, so the first monthly report you see is a real one.
- 4Then the monthly rhythmBooks closed on the same day every month, a review meeting to go through them, and a clean year-end.
What it costs.
A flat monthly fee, quoted after the free diagnostic. Setup, catch-up, and anything outside your scope are quoted before they start.
Book a free consultationThe finish line is a year-end with nothing to catch up on.
A free consultation to start. Tell me what’s going on, and I’ll tell you honestly whether I can help.
Working with business owners anywhere in the USA.