Essential
Ongoing financial activity is maintained with accuracy and consistency, including monthly reconciliation of all bank and credit card accounts to ensure reliable books. Invoicing and bill payment are handled as needed, with streamlined processes in place for approvals or automatic payments where appropriate. Financial statements are prepared and reviewed on a monthly, quarterly, and annual basis, with adjusting entries made as needed. At year-end, the close is completed in your CPA’s preferred format, with coordination to support a smooth and efficient process.
1. All levels of service. Included.
Every aspect of your company’s finances—from essential bookkeeping to financial reporting and forward-looking guidance—is approached with the same level of commitment and care. All services are tailored to the unique structure and needs of your business.
1. All levels of service. Included.
The value of an ongoing relationship is that your company’s finances remain accurate and up to date, with needs anticipated and priorities addressed as they arise—giving you the peace of mind that everything is being handled.
2. Consistent. Reliable. Ongoing.
2. Consistent. Reliable. Ongoing.
3. Grows with you.
As your business evolves, your finances evolve with it—supported by ongoing insight and guidance that deepen your understanding and help inform better decisions over time. The result is a business that remains stable, well-supported, and well positioned for whatever comes next.
3. Grows with you.
Advanced
Cash flow is actively monitored to support informed planning, with budget-to-actual comparisons used to guide decision-making. Receivables are tracked and collections supported as needed, while payables are managed in alignment with cash flow, with attention to timing and vendor relationships. Payroll is overseen through coordination with providers, including review of reports and support with any payroll-related questions or issues.
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Financial Analysis & Reporting
Customized reporting and detailed analyses that aid in identifying trends, risks, and opportunities.
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Decision Support & Financial Guidance
Financial insight is applied to guide planning and direction, with attention to performance, cost structure, and overall financial direction.
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Systems & Software Optimization
QuickBooks and related systems are optimized to support efficient workflows and effective financial management.
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Special Projects & Business Changes
Support during ownership transitions, entity changes, or non-routine situations, with attention to financial accuracy and continuity.
Strategic
Bookkeeping and fractional controller/CFO services based in Millis, MA
Serving clients remotely.
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Cash Flow & Budget Analysis
Cash flow is monitored to support informed planning. Budget-to-actual comparisons to inform planning and decision-making.
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AR & AP Management
Receivables are monitored and collections supported as needed. Payables are managed in alignment with cash flow, with attention to timing and vendor relationships.
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Payroll Oversight
Coordination with payroll providers, review of reports, and support with payroll-related questions and issues.
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Financial Systems & Structure
Financial systems and processes refined on an ongoing basis to support efficiency, consistency, and accurate financial reporting.
Advanced
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Ongoing Maintenance
Accurate maintenance of financial activity, including monthly reconciliation of all bank and credit card accounts, to ensure accurate books.
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Invoicing & Bill Payment
Invoicing as needed. Bill payment streamlined with owner approval process or auto pay as appropriate.
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Financial Statements
Monthly, quarterly, and annual financials prepared and reviewed, including adjusting journal entries as needed.
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Year-End Close & CPA Coordination
Year-end close completed in your CPA’s preferred format, with CPA coordination to support a smooth and efficient process.
Essential
Strategic
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Financial Analysis & Reporting
Customized reporting and detailed analyses that aid in identifying trends, risks, and opportunities.
​
-
Decision Support & Financial Guidance
Financial insight is applied to guide planning and direction, with attention to performance, cost structure, and overall financial direction.
​​
-
Systems & Software Optimization
QuickBooks and related systems are optimized to support efficient workflows and effective financial management.
​
-
Special Projects & Business Changes
Support during ownership transitions, entity changes, or non-routine situations, with attention to financial accuracy and continuity.
​