The finance function, as a service.

Everything below runs inside the systems you already use, on a fixed monthly scope, with a CPA signing off. Take the whole function or the pieces that are eating your month.

MONTH-END CLOSEA close that takes three weeks is not an accounting problem; it is a decision problem. PAYABLES & RECEIVABLESCash is decided in the details: which bills get paid when, which customers are chased and how, and whether anyone is watching the aging report before it becomes a write-off. SALES & CORPORATE TAXTax is where a small finance team loses the most sleep for the least value: filing calendars across two countries, sales tax registrations that lag the business, and a corporate return that depends on books nobody fully trusts. REPORTING & FORECASTINGA reporting pack is only useful if it arrives while the month is still fresh and answers the questions the board is actually going to ask. MULTI-ENTITYThe second entity is where small finance teams break.

HOW ENGAGEMENTS ARE SCOPED

Most finance leaders hand us the recurring work first: the close, payables and collections, and the filings. Reporting, forecasting and consolidation follow once the close is reliable. Each scope is written down with cadence, deliverables and who signs what, and priced as a fixed monthly fee. There is no hourly billing.

Not sure what to hand over? Read how Solvebooks compares to hiring, a bookkeeping firm or a fractional CFO, or start with a process review: thirty minutes on how your finance processes run today, and where you would get the most help.

Email us to set up a process review. Bring your last close and your reporting pack.

Email us to set up a process review

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