OUR SERVICES
Bookkeeping | Controller | CFO Services
Financial clarity, built around your operations.
Every service is designed to bring accuracy, structure, and clarity to your organization's finances,
so your numbers support real decisions, not just compliance.
Monthly bookkeeping & transaction management
Systematic recording, classification, and review of all transactions, aligned to your operational structure.
Ongoing financial upkeep
Financial statement preparation
Clear P&L statements, balance sheets, and cash flow summaries built for insight, not just data.
Monthly leadership reporting
Expense classification & cost tracking
Categorization that reflects operational realities for better program and overhead tracking.
Multi-program tracking
Audit-ready financial organization
Clean, well-documented records that support internal reviews, audits, and compliance.
Licensing & funder audits
Bank & credit card reconciliations
Monthly reconciliation of all accounts to verify accuracy and catch discrepancies early.
Multi-account organizations
Revenue tracking & allocation
Detailed tracking across insurance, private pay, grants, and program-specific income.
Multi-payer organizations
Clean-up & catch-up bookkeeping
Reconstruction of prior-period records to address backlog and bring accounts current.
Backlogged books
Financial reporting interpretation
Clear explanation of reports, helping leadership understand key metrics and trends.
Leadership insight
1099 preparation support
Organization and preparation of contractor payment records for accurate, timely filings.
Contracted clinicians
Pricing is tailored to the size, complexity, and needs of your organization.
Schedule a free consultation to receive a custom quote.