Finance Friend Logo
Our Toolkit

Services

Finance Friend Geometric Icon for Consultation Session
When you need a hand

Consultation Sessions

We listen to you, collaborate on a plan, and give you a push! We offer 4 and 8 hour consulting packages to get you organized and on the right track. What’s involved: 

  • Review your current financial record keeping processes and business goals.
  • Evaluate your company’s pain points and procedures.
  • Create an action plan to meet your objectives.
  • Discuss the status of your action plan and business progress.
  • Explore alternatives to aspects of the plan that are not working.
  • Establish KPIs for ongoing maintenance
Finance Friend Geometric Icon for Strategy Oversight
When you need a guide

Financial Oversight

A check-in when you need it. With monthly consulting, we help keep you on track by providing thought partnership in your financial decision making. What we do: 

  • Participate in regular meetings or conference calls to maintain accurate and up to date financial data.
  • Monthly reconciliation of all accounts.
  • Review of reports and transaction details.
  • Preparation of monthly actuals reporting and financial statement package.
  • Collaboration with leadership on big picture financial strategy and goals.
When you need a partner

Full Back Office

We’re with you every step of the way. Our full back office provides you day-to-day management of all financial aspects of your business. How we work make it happen: 

  • Participate in regular meetings or conference calls to maintain accurate and up to date financial data.
  • Prepare financial reports for leadership and other interested parties as needed.
  • Monthly reconciliation of all accounts.
  • Quickbooks data entry.
  • Review of reports and transaction details.
  • Preparation of monthly actuals reporting and financial statement package.
  • Transactional management of accounts payable and disbursements.
  • Transactional management of accounts receivable.
  • Payroll management.

This site uses cookies to ensure you get the best experience. By using this website, you agree to our Privacy Policy

Skip to content