Choose from three different options based on the specific needs of your business.
Level 1: Fractional Bookkeeper
Bookkeeper
A bookkeeper meticulously records financial transactions, maintains accurate ledgers, and ensures the timely reconciliation of accounts in an organization.
- Downloads and classifies bank and credit card transactions daily
- Prepares draft financial statements, including the Balance Sheet and Income Statement
- Basic tax compliance, including sales tax returns
Level 2: Fractional Controller
Bookkeeper + Controller
A Controller oversees financial operations, manages accounting records, and ensures accuracy and completeness in financial reports.
- Performs detailed analytical and quality review of financial reporting
- Prepares Balance Sheet, Income Statement, Key Performance Indicators (KPIs), and visual financial reports
- Prepares 12-month financial forecast, and 13-week cash flow projection
level 3: Fractional CFO
Bookkeeper + controller + chief financial officer (cfo)
A CFO provides strategic financial guidance, oversees overall financial health, and leads financial planning and risk management in a company.
- Meets with leadership team 4-6 times per month to review pipeline, cash flow, forecasting and projects
- Manages bank relationships and access to capital
- Prepares custom and detailed reports by department and by class
