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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.

Investment begins at $3,000 per month

How It Works

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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.

Strategy Sessions

Twice a year, we'll have calls specifically around around business & tax strategy based on your financial reports & goals.

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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 ACCOUNT MANAGER

I partner with clients to help them leverage their financial information, make strategic decisions, and give them back valuable time by performing accounting functions.

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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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.