Financial Manager
STREAMLINED FINANCES AND EXPERT TAX MANAGEMENT
Accurate bookkeeping is the foundation for reliable, precise financials. As your Financial Manager, we’ll ensure your books and taxes are handled with care, using a streamlined, integrated approach.
Investment begins at $2,000 per month
A Financial Manager is for you if...
You’re a solopreneur or owner with a small team
You struggle to categorize all of your expenses to understand how your business is performing
You're not sure where your money is going each month
Your business has grown and you no longer have the time - or the desire! - to spend on keeping your books in order
You want to delegate bookkeeping and tax planning, estimates, and return filings to an expert
A Message From Keila
ABOUT FINANCIAL MANAGER
Curious about our Financial Manager service? Let's dive in! This quick video offers a glimpse into what this package entails, how we can support you, and why it's a game-changer for your business.
THE PACKAGE
What's included with Financial Manager?
Our team of experts will standardize your chart of accounts and keep all of your transactions properly categorized. Each month we'll prepare financial reports that you can use to make strategic decisions in your business. We'll use these reports throughout the year to estimate tax payments and reduce surprise taxes due at filing.
If you're ready to transition your bookkeeping and tax filing responsibilities to a professional, this package is perfect for you!
​
Investment starts at $2,000/month
Still have questions?
Click here to contact our team!
Dedicated Financial & Tax Account Managers
Financial Reports
-
Weekly Bookkeeping
-
A/R + A/P Schedules
-
Monthly Financial Reports
Taxes
-
Annual Tax Filings
-
Quarterly Tax Estimates
-
Semi-Annual Tax Planning Calls
Advisory Support
-
Third-Party App Integrations
How to Get Started
Application
Review our service offerings and apply for the service that best suits your needs. Our team will review your application and reach out with a link to schedule your Discovery Call.
Initial Diagnostic
We start each new client relationship with an Initial Diagnostic to understand your unique needs and identify any areas requiring attention before moving into our ongoing services. This process takes about one month to complete.
Onboarding + Ongoing Service
After your Diagnostic, we'll complete your onboarding by taking care of any catch up or cleanup that might be needed. Once we’re confident everything is in order, we’ll transition you seamlessly into ongoing services tailored to your needs.
"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
How We Work
At Little Fish, we're dedicated to empowering professional service providers like you. We promise:
Tailored financial solutions for your unique needs
Expert guidance to navigate taxes and financial decisions
Proactive support to fuel your business growth
Clear, timely communication you can rely on
We're more than your accountants—we're your financial partners, committed to your success every step of the way.
Meet Keila
YOUR DEDICATED FRACTIONAL CFO PARTNER
Your account manager is a true partner to your business, ensuring you have the financial clarity and support to thrive. Keila will handle budgets, analyze performance, manage taxes, and provide guidance on all financial matters. Think of her as your personal financial strategist, helping you make informed decisions and achieve your professional goals.
Favorite Movie?
Love Jones
Dream Vacay?
Somewhere with a beach and a cold beer!
Super Power?
I would swim like a fish!
