BOOKKEEPING • CONTROL • STRATEGY
Bookkeeping and fractional CFO services that grow with your business
Neat Finances gives owner-led businesses the right level of financial support at the right time. Start with accurate monthly bookkeeping, diagnose unreliable numbers, add controller-level reporting and accountability, or bring in fractional CFO guidance for the decisions ahead. Each level has a different job, so you do not pay for advice before the financial foundation is ready.
Schedule a Free 20-Minute Fit CallTHE DIRECT ANSWER
What is the difference between bookkeeping, controller support, and fractional CFO services?
Bookkeeping records and reconciles financial activity so the books are current. Controller support reviews the close, strengthens reporting and controls, and makes sure financial responsibilities are handled. Fractional CFO support uses reliable financial information to forecast, evaluate choices, and guide major business decisions. Cleanup and catch-up work repair the historical books before dependable monthly reporting can begin.
Build: Accounting Foundations
Starting at $850/month. Monthly QuickBooks Online bookkeeping, reconciliations, reviewed financial statements, and a consistent close for owners who need dependable numbers.
Diagnose: Financial Diagnostic
$1,500 one time. A focused review of books, reporting, cash flow, and financial processes, followed by written findings and a prioritized 30 to 90 day action plan.
Control: Controller Partnership
Starting at $2,800/month. Management reporting, cash and budget review, business-specific KPIs, financial-process oversight, and recurring leadership meetings.
Lead: CFO Partnership
$5,000/month. Budgeting, rolling forecasts, scenario analysis, cash-flow and margin strategy, and decision support from an experienced financial thought partner.
CHOOSE BY THE PROBLEM
The service should match the decision you need to make
Start with Accounting Foundations. If historical work is behind or unreliable, review Cleanup Bookkeeping With Monthly Reporting.
Choose the Controller Partnership.
Choose the CFO Partnership.
Start with the Financial Diagnostic.
WHAT EVERY PROPOSAL DEFINES
Clear scope before the work begins
Every proposal defines the entities, monthly transaction volume, financial accounts, reporting package, meetings, response times, and work included. Depending on the engagement, Controller support may include bookkeeping production or coordinate with an existing bookkeeper. Cleanup, payroll, AP/AR, sales tax, inventory, tax preparation, and complex projects are quoted separately when needed.
Not sure where your business fits? Read what to look for in outsourced bookkeeping and CFO support or review the signs you need an outsourced finance team.
Get the right financial support without building a full-time finance department
Tell us what feels unclear, what decisions are coming, and how the work is currently handled. We will recommend the most useful starting point, even if that means fixing the foundation first.
Schedule a Free Fit Call