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Why Financial Manager Services for Service Providers Are a Game-Changer

  • connections6
  • Nov 20, 2024
  • 3 min read


At Little Fish Accounting, we pride ourselves on designing services that meet our clients exactly where they are in their entrepreneurial journey. Whether you're a service provider operating solo scaling with intention or a small business owner managing growth, our goal is to provide financial clarity, confidence, and strategy.


That's why we’re excited to share more about our newest tier of service for service providers: Financial Manager.


Why We Created the Financial Manager Service

Our current offerings, Fractional CFO and Tax Prep Suite, have served clients well by addressing two primary needs:

  1. Fractional CFO: Advisory and strategic planning for small teams, helping business owners align their budgets with their growth goals.


  2. Tax Prep Suite: A compliance-first package designed for small business owners who already have bookkeeping support but need expert tax preparation and planning.


But what about those who are somewhere in the middle? What about service providers who need more than basic compliance but aren’t ready for full-scale advisory services? Enter Financial Manager—a service for service providers who are ready to step up their financial management but aren't yet ready to commit to full-scale advisory.


Who Is the Financial Manager Service For?

The Financial Manager is tailored for business owners who:

  • Need weekly bookkeeping and monthly financial updates but don’t have existing accounting support.


  • Are ready to move on from their current provider to a solution better suited to their growth.


  • Want accurate financials without jumping straight to high-level strategic advisory.


This financial manager service for service providers bridges the gap between compliance and strategy, ensuring you always know where you stand financially while empowering you to make better decisions.


What’s Included?

The Financial Manager package focuses on accuracy and understanding.


Here’s what you’ll get:

  • Weekly Bookkeeping: Stay on top of your financial data with consistent updates.

  • Monthly Financial Statements: Receive clear, concise reports that give you an overview of your financial health.

  • Custom Workbook & Metrics Explainer: We’ll provide tools and videos to help you interpret your financials and understand key metrics that matter for your growth.


And because Tax Prep Suite is included in all of our services, you’ll also receive:

  • Annual tax return preparation and quarterly payment estimates.

  • Tax resolution support for any IRS notices or letters.

  • Bi-annual check-ins to assess your tax and financial position.


How Does This Fit into Our Vision?

The Financial Manager service allows us to serve sole-owner service providers in the "messy middle"—those navigating growth while keeping their operations lean. Whether you’re moving towards building a small team or refining your current setup, we’re here to make sure your financials are not only accurate but also actionable.


By offering financial manager services for service providers, we’re thrilled to extend our mission of helping female entrepreneurs in the professional services field achieve profitability and balance. We understand that scaling isn’t always about growing bigger—it’s about growing smarter.


Which Service Is Right for You?

Here’s a quick breakdown to help you decide:

  • Fractional CFO: For small business owners managing teams and needing real-time data, strategic advisory, and budget-to-forecast alignment.


  • Tax Prep Suite: For entrepreneurs who already have financial support but need expert tax planning and preparation.


  • Financial Manager: For those ready for consistent bookkeeping and financial clarity, without jumping into full-scale advisory.


Let’s Grow Together

We’re incredibly proud of how this new service tier enhances our ability to meet your needs. As your trusted financial partner, we’re here to provide the tools and support you need to thrive.


Interested in how the service can help you take your business to the next level? Book a call so we can discuss!

 
 
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