Accounting · Financial Manager

    Monthly reporting that tells you what your numbers mean.

    A dedicated team handles your bookkeeping, monthly financial reports, receivables and payables tracking, quarterly estimates and annual filings — with regular review calls so you always know where you stand.

    Free consultation Send a message

    Free initial consultation · No obligation

    • Licensed CPA firm
    • Transparent, fair fees — quoted upfront

    What is a Financial Manager service?

    A Financial Manager service provides dedicated account managers who handle your regular bookkeeping, financial reports, A/R and A/P tracking, annual tax filings, quarterly estimated taxes, and review calls tailored to your needs. It's like having your own bookkeeper and accountant, with a transparent, fair fee quoted upfront after a short call.

    Quick Summary

    • Dedicated Financial & Tax Account Managers assigned to your business
    • Regular bookkeeping keeps your books current and accurate
    • Financial reports with A/R + A/P schedules on your schedule
    • Annual tax filings and quarterly estimated tax calculations
    • Financial review and tax planning calls tailored to your needs
    • Third-party app integrations for seamless workflow

    This is for you if...

    What's included in Financial Manager

    Your finances stay organized and current with regular reporting and review.

    Regular Bookkeeping

    Your books reconciled and current on a schedule that fits

    A/R + A/P Schedules

    Track what's owed to you and what you owe

    Financial Reports

    P&L, balance sheet, and cash flow statements

    Review Calls

    Walk through your financials together on your terms

    Where Financial Manager fits

    Bookkeeping

    Clean monthly books

    Financial Manager

    Books, reports + tax

    Fractional CFO

    Strategic CFO guidance

    What it looks like to work together

    1

    Discovery call

    We learn about your business, goals, and what insights would be most valuable.

    30 min
    2

    Account manager assignment

    You're paired with dedicated financial and tax account managers.

    3

    System setup & integration

    We connect your accounts and set up your reporting dashboard.

    4

    First review

    We walk through your financials together and establish a rhythm.

    5

    Ongoing partnership

    Regular bookkeeping, reports, and review calls on your schedule.

    Ongoing

    Not sure which service you need?

    Question 1 of 3

    What best describes your current financial situation?

    Frequently Asked Questions

    Bookkeeping keeps your records accurate and up-to-date. Financial Manager goes further — you get dedicated account managers who handle your bookkeeping on a schedule that fits, financial reports, A/R + A/P schedules, plus tax filings, quarterly estimates, and planning calls.

    Not necessarily. Financial Manager includes regular bookkeeping as part of the service. If your books are behind, we'll get them caught up and keep them current going forward.

    You'll receive financial reports including P&L, balance sheet, and cash flow statements, plus A/R and A/P schedules to track what's owed to you and what you owe.

    We schedule financial review calls based on what makes sense for your business. Some clients prefer quarterly, others want more frequent check-ins. We adapt to your needs.

    Annual tax filings and quarterly estimated tax calculations are included, along with tax planning calls scheduled based on your needs. Your dedicated tax account manager handles everything.

    We integrate with popular business tools like QuickBooks, Xero, payment processors, payroll systems, and more. We'll help you connect the tools you already use.

    Financial Manager provides the operational foundation — bookkeeping, reports, and tax support. Fractional CFO adds strategic planning, forecasting, fundraising support, budget and forecast modeling, payroll setup, and business coaching.

    We work with a range of small businesses — agencies, consultants, e-commerce, professional services, and more. The principles of good financial management apply across industries.

    You're assigned specific team members who get to know your business. The same people handle your books and taxes, so you're not explaining your situation to someone new every time.

    Related Services

    Bookkeeping

    Clean books that stay clean, year-round.

    Learn more

    Fractional CFO

    Strategic financial leadership for growth.

    Learn more

    Tax Support

    Proactive planning to prevent surprises.

    Learn more

    Audit & Assurance

    Third-party verification when you need it.

    Learn more

    Key Takeaways

    Like having your own bookkeeper and accountant on staff
    Regular bookkeeping means you're never behind
    Tax filings and estimates handled for you
    Review calls keep you informed on your schedule
    One team managing both finances and taxes
    Scale your financial operations as you grow

    Ready for your own financial team?

    Get dedicated account managers handling your bookkeeping, reports, and taxes — so you can focus on growing your business.

    Transparent, fair fees — quoted upfront.

    Send a messageFree consultation