Consulting Services for Small Businesses
Bookkeeper
1. QuickBooks/Intuit setup or cleanup, chart-of-accounts design, historical catch-up (up to 24 months)
2. Bank/credit-card reconciliations, vendor/customer master cleanup, opening
3. Transaction coding, reconciliations, A/P & A/R tracking, simple cash-flow view, monthly close checklist
4. Sales-tax filings and 1099 prep, basic management reports (P&L, Balance Sheet, Cash Flow) with owner notes balances validation tailored plan to achieve your business goals.
FP&A Essentials
1. Driver-based budget, rolling forecast, and monthly dashboard (P&L, cash, KPIs)
2. Variance review with “what happened / so what / now what” actions
3. Optional 13-week cash model + collections & spend playbook
FP&A + Strategic Services
1. Everything in Essentials plus pricing/packaging, resource allocation, and scenario/sensitivity testing
2. Quarterly strategy session; OKR/metric alignment; board-ready narratives marketing strategies, and measure your success.
Fractional CFO
1. Everything in Level 2 plus cash & capital planning, lender/investor materials, policy/SOP oversight, finance-team mentoring your business more effectively.
Contact Us
Align on goals, review your numbers, and identify 2–3 high-impact actions for this quarter.
Summit FP&A Solutions
(mobile) 602-358-6186 (email) sommer.berlanga@summitfpasolutions.com
