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Financial Manager

ADVISORY SERVICES TO HELP YOU STRATEGICALLY PLAN FOR YOUR BUSINESS

We will provide assistance in developing best practices that help you create accurate financials and strategically plan for the short-term and long-term future of your company. 

Little Fish Accounting CPA firm for Small Businesses Virtual CFO
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Financial Manager is for you if...

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You want help making strategic decisions about the growth of your company.

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You are ready to develop accounting and tax best practices, workflows and processes.

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You are looking for someone to help you read and interpret financial statements.

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You want to delegate tax planning, estimates, and return filings to an expert.

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ABOUT THE FINANCIAL MANAGER

A Message From Keila

If you're a small business owner that is looking to offboard the financial, accounting, and tax responsibilities that take up too much of your time, our team is here to help relieve that stress!

 

Check out this 2-minute video to learn more about what our Financial Manager Service has to offer!

THE PACKAGE

What's included with a Financial Manager?

If you're looking for a partner to help you build out those processes, and you are ready to delegate bookkeeping and tax filing responsibilities, this package is perfect for you.

Starting at $2,500 per month

How It Works

KICKOFF

We will start with a kickoff call to introduce you to our processes, software, and next steps. You'll also meet your account manager, and we will sets the foundation for the initial assessment that we'll work through for our first 60 days together.

ONBOARDING

For the first 8 weeks, we will have weekly calls to go through the different processes within your business.

 

We'll dig into your current processes, and provide feedback on best practices in order to set you up for success in crating the right workflows and processes for your business finances.

HANDOFF

Throughout the next period, we will take over the categorization and reconciliation of your transactions to prepare the first set of financials to lay the groundwork for future planning.

 

After the initial assessment, we'll continue with budget development, weekly bookkeeping and status check-ins, monthly calls, and ongoing email support.

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Bookkeeping

We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.

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Reporting

All of the data that feeds into your financial systems will be collected and reported so there are no surprises.

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Projections

Set budgets and dynamic forecasting, plus key performance indicators to plan forward throughout the year.

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Data Analysis

We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.

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Taxes

We manage all of your estimated and annual tax filings, and all associated payments.

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Tax Planning Sessions

We'll schedule Mid-year and Year-end tax planning sessions to make sure you're well prepared.

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Advisory Support

We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.

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Unlimited Email Support

If you have any burning questions or need assistance, our team will always be here for you.

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Meet Casey, CPA, MBA

YOUR VIRTUAL CFO ACCOUNT MANAGER

As your VFCO Account Manager, Casey will help you leverage your financial information and make strategic decisions in your business. Casey will perform all essential accounting functions to save you valuable time, and as your point of contact for ongoing service, Casey will be easily accessible and dedicated to your success!

Little Fish Accounting CPA firm for Small Businesses Virtual CFO

Favorite Hobby?

Crocheting blankets

Little Fish Accounting CPA firm for Small Businesses Virtual CFO

Dream Superpower?

Mindreading

Little Fish Accounting CPA firm for Small Businesses Virtual CFO

Can't live without?

Audiobooks

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LET’S GET TO KNOW EACH OTHER!

A solid foundation is an important part of any relationship.

After investing in our Financial Manager service, we will spend the first 8 weeks getting to know the ins and outs of your business. We will have six weekly 1-on-1 calls where we will:

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Systems

Set up and discuss your accounting system, chart of accounts, and processes.

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Invoicing

Develop an efficient system so you can properly manage your invoices.

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Payments

Walk through the ways that you receive and make payments, and suggest best practices to make that process more efficient.

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Payroll or Team Management

Become familiar with your team structure to determine best software and processes.

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Financial Statements

Review your statements and make sure all transactions are categorized properly.

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Dashboard

Develop a dashboard to measure the metrics that are important to understanding the financial and operational health of your business.

Which Service Is Best For You?

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STILL DECIDING?

Frequently Asked Questions

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FREE RESOURCES

Not quite ready to hire an accountant?

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DOWNLOADABLE TOOLS

Access our free templates and calculators to stay organized and prepare for tax season!

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PODCAST EPISODES

Fish Food is a podcast with bite-sized accounting advice and interviews for freelancers and entrepreneurs.

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BLOG ARTICLES

Easily digestible tips and tricks for small business owners, from startups to established companies.

Apply

Review

Discover

Fill out the application below so we can learn more about your business.

Our team will review your application to determine whether we’re a good fit for your needs and our service offering.

If we’re a match, we’ll jump on a free Discovery Call to get better acquainted.