Bookkeeping & Fractional CFO Services

Full-Services Bookkeeping

Where financial clarity begins.

✨ What’s Included:

- Monthly bookkeeping (QBO)

- Monthly Financial Reports

- Bank & credit card reconciliations

- AP/AR tracking

- Month-end close & review

- Basic financial reports (P&L, Balance Sheet, Cash Flow)

- Year-end financial package prep

- Email support

Best for: Businesses 1M+ that need dependable, done-for-you bookkeeping.

Bookkeeping + Insights

Transform numbers into insights.

✨ Includes Everything in Skillia Foundations PLUS:

-Monthly cash flow tracking & forecasting

- Identification of cost-saving opportunities and money leaks

- Review the accuracy of financial reports (Profit & Loss, Balance Sheet)

- Quarterly strategy call

- Budget vs. actuals reporting

- Bookkeeping oversight, which includes monthly check-in calls to discuss processes and answer questions (great for fraud prevention)

- Email support for ongoing financial questions

Best for: Businesses looking to understand profitability, manage cash better, and make proactive decisions.

Fractional CFO Lite

Plan for growth. Protect your margins. Navigate what’s next.

✨Includes all services in Skillia Financial Clarity PLUS:

- In-depth financial forecasting (3-12 months)

- Strategic cash flow modeling (advanced)

- Profit margin analysis

- Financial scenario planning

- Support for investor/lender reporting

- Internal controls advisory (fraud risk reduction)

- Monthly strategy call (60 min)

- Priority email and phone support

Best for: $5M+ businesses preparing to scale, optimize margins, or manage complex finances.

High-Ticket Full Fractional CFO Services

Perfect for established businesses needing advanced financial strategy, planning, and hands-on support

✨Includes Everything in Skillia Growth Partner PLUS:

- Full financial health assessment and strategic roadmap

-Full strategic CFO advisory

- Board-level reporting & presentations

- Detailed expense management and cost-saving strategies

- Partner & stakeholder compensation modeling (for law firms, professional firms)

- M&A/exit readiness planning

- Personalized financial coaching for team decision-makers

- Comprehensive quarterly financial review and strategy session

- Dedicated priority support with access to Lillia for urgent needs and guidance

Best for: Businesses $5M+ revenue or scaling fast, preparing for sale, investment, or significant growth.