Find the Right Service for You
Every business is different. Start with what you need most, and we'll guide you to the right fit.
What do you need most right now?
Choose the path that best describes where you are today.
Bookkeeping & Fractional CFO Services
From reliable bookkeeping foundations to executive-level financial strategy — each tier builds on the one before it.
Skillia Foundations
Full-Service Bookkeeping
Where financial clarity begins. Clean, reliable books so you can focus on running your business.
Best for: Businesses $1M+ that need dependable, done-for-you bookkeeping.
- Monthly bookkeeping (QBO)
- Monthly financial reports
- Bank & credit card reconciliations
- AP/AR tracking
- Month-end close & review
- P&L, Balance Sheet, Cash Flow reports
- Year-end financial package prep
- Email support
Skillia Financial Clarity
Bookkeeping + Insights
Transform numbers into actionable insights. Know where your money is going — and why.
Best for: Businesses looking to understand profitability, manage cash better, and make proactive decisions.
- Everything in Foundations, plus:
- Monthly cash flow tracking & forecasting
- Cost-saving & money leak identification
- Financial report accuracy reviews
- Quarterly strategy call
- Budget vs. actuals reporting
- Bookkeeping oversight & monthly check-ins
- Fraud prevention process support
- Email support for financial questions
Skillia Growth Partner
Fractional CFO Lite
Plan for growth. Protect your margins. Navigate what's next with strategic financial leadership.
Best for: $5M+ businesses preparing to scale, optimize margins, or manage complex finances.
- Everything in Financial Clarity, plus:
- In-depth financial forecasting (3–12 months)
- Strategic cash flow modeling (advanced)
- Profit margin analysis
- Financial scenario planning
- Investor/lender reporting support
- Internal controls advisory (fraud risk)
- Monthly strategy call (60 min)
- Priority email and phone support
Skillia Executive CFO
Full Fractional CFO
Advanced financial strategy, planning, and hands-on support for established businesses.
Best for: Businesses $5M+ revenue, scaling fast, preparing for sale, investment, or significant growth.
- Everything in Growth Partner, plus:
- Full financial health assessment & roadmap
- Full strategic CFO advisory
- Board-level reporting & presentations
- Expense management & cost-saving strategies
- Partner/stakeholder compensation modeling
- M&A / exit readiness planning
- Financial coaching for team decision-makers
- Quarterly financial review & strategy session
- Dedicated priority access to Lillia
Accounting Systems Consulting
We help you build the financial infrastructure that produces accurate reporting, supports clean workflows, and gives you confidence in your numbers.
Foundation
Systems Assessment
Clarity before change. Understand exactly where your financial systems stand before making any moves.
Best for: Businesses that need clarity before making system changes.
- Full financial systems review
- Workflow and reporting gap analysis
- Risk and control exposure review
- Systems improvement roadmap
- Tech stack recommendations
- Deliverable
- Systems Strategy Report + Implementation Priority Plan
Implementation
Systems Optimization
Fix and upgrade — now. Get your financial systems working the way they should.
Best for: Businesses ready to fix or upgrade their financial systems.
- Everything in Foundation, plus:
- Chart of accounts redesign
- Workflow and process redesign
- System configuration support
- Integration planning & coordination
- Reporting structure setup
- Deliverable
- Fully optimized system structure + workflow documentation
Ongoing
Systems Advisory
Evolve as you grow. Keep your systems aligned with your business as it scales.
Best for: Scaling businesses that want their systems to evolve with them.
- Everything in Implementation, plus:
- Ongoing systems monitoring & improvement
- New tool evaluation & rollout planning
- Reporting optimization as business evolves
- Process refinement as team grows
- Strategic financial systems advisory
QuickBooks Consulting
Whether you're setting up QuickBooks for the first time, need a cleanup, or want to get more out of the platform — we'll get you there.
QBO Setup
Start Right
Get QuickBooks Online set up correctly from day one with a chart of accounts, integrations, and workflows tailored to your business.
Best for: New businesses or those transitioning to QBO for the first time.
- Chart of accounts setup
- Bank & credit card connections
- Invoice & payment templates
- User roles & permissions
- Basic reporting configuration
- Walkthrough training session
QBO Cleanup
Fix What's Broken
Messy books? Miscategorized transactions? We'll untangle your QuickBooks and get your data back on track.
Best for: Businesses with disorganized or inaccurate QuickBooks data that need a fresh start.
- Full account & transaction review
- Recategorization & corrections
- Bank reconciliation cleanup
- Duplicate transaction removal
- Chart of accounts restructuring
- Clean financial reports upon completion
QBO Training
Learn & Own It
Hands-on training so you or your team can confidently manage your own QuickBooks processes day to day.
Best for: Business owners or staff who want to handle bookkeeping themselves with confidence.
- Customized training sessions (virtual)
- Navigation, transactions & reconciliation
- Report generation & interpretation
- Best practices for your industry
- Ongoing Q&A support (limited period)
- Recorded sessions for reference
Not Sure Where to Start?
Book a free consultation and we'll help you figure out which services match where your business is right now — and where you want it to go.
Book Your Free Consultation →