Financial Manager
UNDERSTAND WHAT YOUR NUMBERS ARE ACTUALLY TELLING YOU.
You’re reviewing reports and staying close to the numbers, but it’s not always clear what they’re really telling you or where to focus.
With the right level of insight, you can understand what’s driving performance, see where to adjust, and make decisions with more confidence.
Investment starts at $2,500 per month
OUR APPROACH
What This Looks Like In Practice
At this stage, it’s less about having the numbers and more about understanding them.
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We bring context to your financials so you can see how your business is actually performing, what’s driving results, and where your attention is best spent. Instead of reviewing reports and trying to interpret them on your own, you have a clearer picture of what’s happening and why.
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That clarity allows you to make more confident, informed decisions and stay closely connected to the financial side of your business.
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Investment starts at $2,500/month
Need additional support, like invoicing, bill payments, or contractor support?
Dedicated Support
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Dedicated account manager
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Ongoing communication and support (24-48hr response time)
Financial Management
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Weekly bookkeeping
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Monthly financial reports
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Personalized financial walkthroughs
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Accounts receivable and payable tracking
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Semi-annual financial review meetings
Tax Support
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Annual tax filings (business & personal)
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Quarterly tax estimates
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Semi-annual tax planning meetings
Advisory & Systems
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Ongoing advisory support
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Third-party app integrations
WHO WE WORK BEST WITH
We’re best suited to support service-based businesses that:
Provide expertise as their primary offering (consultants, agencies, legal, tech, wellness, and similar fields)
Are led by a single owner
Operate within the United States
Have a small team, typically under 10 people
Generate between $500K and $5M in annual revenue
"When I first heard of Little Fish my finances were in shambles and I had a tax situation but Keila didn't judge me. She made the entire process that is super intimidating, easy to process, easy to digest, easy to understand and she takes the time to make sure we understand why certain recommendations are made. You're not just filing our taxes and doing it for us, you're actually taking the time to help us understand."
Bianca Jordan
BRAZEN LEGAL
GETTING STARTED
Working Together
Application
We take on a limited number of clients to ensure each relationship receives the level of attention it deserves. The application gives us a sense of your business and what you’re looking for.
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If it feels like a strong mutual fit, you’ll be invited to schedule a Discovery Call.
Discovery Call
We’ll talk through your business, your goals, and what you need so we can recommend the right level of support and ensure it’s the right fit.
Initial Diagnostic
Each engagement begins with an Initial Diagnostic, where we take a deeper look at your financials to understand how everything is currently set up and where things stand today. This gives us a clear picture of what needs attention before moving into onboarding. The process typically takes about one month.
Onboarding + Service
We complete onboarding by addressing the items identified during the Diagnostic, bringing everything into a clean, consistent state.
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Once everything is in order, you transition into ongoing services with a strong foundation in place.