Take Control of Your Finances.

Fractional CFO Services, Bookkeeping, and AI Powered Analysis for your Home Services Business.

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Financial Health Score
65%
65%

Configuration & Accounts

85%

Data Quality & Documentation

60%

Aging & Reconciliations

40%

Comprehensive QuickBooks Analysis

Identify issues before they impact your business

Setup & Configuration

Analyze account numbering, class tracking, closing dates, and foundational QuickBooks settings for optimal organization.

Account Numbers Class Tracking Closing Dates

Chart of Accounts

Identify duplicate accounts, misclassifications, and missing industry-specific accounts tailored for home services.

Duplicates Classifications Industry Accounts

Revenue & AR

Analyze revenue entry methods, invoice completeness, aging reports, and accounts receivable workflows.

Revenue Methods Invoice Quality AR Aging

Expenses & AP

Monitor expense trends, identify missing recurring costs, detect duplicates, and analyze accounts payable aging.

Expense Trends Duplicates AP Aging