Services
Not sure exactly what you need? You’re not alone. Most business owners know something isn’t working, but they’re not sure if they need bookkeeping help, payroll support, strategic guidance, or all of the above. Browse through the services below, and if you’re still unsure, we’ll figure it out together in your free financial review.
Bookkeeping
- Regular recording of financial transactions (sales, purchases, receipts, payments).
- Classification of transactions into appropriate accounts (assets, liabilities, equity, income, expenses).
- Monthly reconciliation of financial records (bank accounts, credit cards, etc.).
- Maintenance of accurate records for tax reporting and financial statements.
Accounts Payable
- Reviewing and processing incoming bills and invoices from vendors and suppliers.
- Scheduling and ensuring timely payments to avoid late fees.
- Organizing bills and maintaining an accurate accounts payable ledger.
- Sending payments (checks, ACH transfers, or credit card payments).
- Tracking discounts and terms for optimal payment strategies.
Payroll
- Calculation of employee wages, salaries, commissions, and bonuses.
- Processing deductions (taxes, benefits, retirement contributions).
- Issuing paychecks or direct deposits.
- Filing payroll taxes and related reports (e.g., Form 941, 940).
- Handling payroll for both employees and business owners (if applicable).
- Maintaining payroll records for compliance with tax laws and regulations.
Benefit Management
- Administration of employee benefit programs, including health insurance, retirement plans, and other perks.
- Enrollment, tracking, and adjustments for employee benefits.
- Communication with insurance carriers and benefits providers.
- Compliance with legal requirements (e.g., Affordable Care Act, ERISA).
- Offering guidance to employees regarding benefit options and claims.
CFO Services
- Strategic financial planning and forecasting for business growth.
- Financial risk management and identifying cost-saving opportunities.
- Tax strategy and planning.
- Assessing the business’s financial health and creating reports for investors or stakeholders.
- Providing guidance on investments, mergers, or acquisitions.
- Financial analysis and KPI tracking for overall business performance.
Cashflow Management
- Monitoring and analyzing cash inflows and outflows.
- Forecasting future cash flow needs and planning for any shortfalls.
- Implementing strategies to improve cash flow (e.g., reducing expenses, speeding up collections).
- Regular updates on cash reserves and liquidity for business operations.
- Offering recommendations to improve or optimize cash flow.
Budgeting and Projections
- Developing annual or quarterly budgets based on historical financial data and business goals.
- Setting targets for expenses, revenues, and profits.
- Creating financial projections for upcoming periods, considering growth, inflation, or market trends.
- Regularly comparing actual performance to the budget to identify variances.
- Adjusting forecasts and budgets as needed to meet business objectives.
Company Health Analysis
- Assessing the current financial health of the business (profitability, solvency, liquidity).
- Analyzing key performance indicators (KPIs) like gross margin, return on investment (ROI), and customer acquisition cost (CAC).
- Identifying risks and weak points in the business (e.g., cash flow issues, operational inefficiencies).
- Reviewing business vision, mission, and values to ensure alignment with financial goals.
- Setting Objectives and Key Results (OKRs) to track progress on strategic business goals.
Standard Operating Procedures
- Creating documented workflows and standard operating procedures for key business operations.
- Standardizing processes to improve efficiency and consistency.
- Ensuring SOPs are clear, accessible, and easy to follow for all employees.
- Updating SOPs as business processes evolve.
- Training employees to follow SOPs to maintain high-quality service and compliance.
HR Services
- Employee recruitment, onboarding, and retention strategies.
- Handling payroll and benefits administration.
- Developing and maintaining company policies and employee handbooks.
- Ensuring compliance with labor laws and workplace regulations.
- Managing employee performance evaluations and training programs.
- Handling disciplinary actions, conflicts, and employee relations issues.
Set Up Systems
- Implementing financial software and tools (QuickBooks, Xero, etc.).
- Integrating systems for bookkeeping, invoicing, payroll, and cash flow tracking.
- Automating processes to improve efficiency (e.g., recurring invoices, expense tracking).
- Customizing reporting templates to align with business needs.
- Training staff on new systems and software.
New Business Set Up
- Assisting with legal formation (LLC, S-Corp, etc.).
- Securing necessary business licenses and permits.
- Setting up business bank accounts, credit cards, and accounting systems.
- Structuring business operations and financial systems.
- Providing guidance on business taxes, registrations, and compliance.
- Setting up initial employee payroll systems and benefits.
Inventory System
- Setting up systems to track inventory levels, purchases, sales, and orders.
- Implementing inventory management software to automate the tracking process.
- Establishing reorder points and stock levels to avoid stockouts or overstocking.
- Performing regular stock audits to ensure accuracy.
- Providing reports on inventory turnover, aging stock, and cost of goods sold (COGS).
Customer Relationship Management System
- Setting up and customizing CRM software (e.g., Salesforce, HubSpot).
- Integrating CRM with other business systems (email marketing, invoicing).
- Tracking client interactions, sales funnels, and customer engagement.
- Automating follow-ups, lead management, and customer outreach.
- Creating reports on customer acquisition, retention, and satisfaction.
Dealer Management System
- Implementing and managing systems to track dealer relationships, orders, and commissions.
- Coordinating dealer performance and providing them with tools for managing inventory and sales.
- Automating order processing and reporting for dealers.
- Managing dealer contracts and compliance with terms.
- Analyzing dealer performance and sales metrics.
Custom Reporting
- Creating customized reports using Excel or Google Sheets tailored to specific business needs.
- Reporting on financial performance (profit/loss, balance sheet, cash flow).
- Building dashboards for tracking KPIs (sales, expenses, growth).
- Conducting detailed financial analysis and variance reporting.
- Automating reports through formulas or macros for consistency.
Let's Find the Right Fit
You might need one service, or five. Some clients start with basic bookkeeping and grow into strategic CFO support. Others need the full package from day one. The point is: we’ll meet you where you are.
Schedule your free financial review, and we’ll build a plan that makes sense for your business.
Who These Services Are For
- Small businesses with 1-50 employees
- Non-profits needing financial clarity
- Growing businesses outgrowing their current systems
- Business owners who want to understand their finances, not just hand them off
- Companies that need proactive support, not just year-end cleanup
How It Works
- Schedule your free financial review
- We assess where you are and what you need
- We create a custom plan (might be one service or several)
- We get started and build systems that work for you
- We stay proactive as your business evolves
Testimonials
Working with Alyssa is such a comprehensive, supportive, and collaborative experience! She provides us with timely information and goes above and beyond to ensure our payroll needs are met. She is thorough, detail-oriented, and organized. I’m so thankful to have her on our team!
Summit Speech Therapy
Our company has worked with Fruitful Enterprises for a little over 6 years now and Alyssa is a breath of fresh air. She is an integral part of our day to day operations as she performs CFO, HR, AP, and AR duties. She has the willingness to jump in and get things moving in the right direction from day one. Needless to say, we have not looked back since we starting working with her 6 years ago.
MainNerve
