Services
What We Do
Fractional CFO
Fractional CFO services for a funeral home give you high-level financial guidance without the need for a full-time chief financial officer. Essentially, you get an experienced financial expert on a part-time or as-needed basis to help steer your business in the right direction.
A fractional CFO can help funeral homes with budgeting, cash flow management, forecasting, and long-term financial planning. They’ll analyze your financial health, offer strategies to improve profitability, and ensure you’re making smart decisions about growth and investments. Whether you’re dealing with fluctuating revenues, planning an expansion, or just want to streamline operations, a fractional CFO provides the expertise you need, tailored to your unique industry.
It’s like having a financial advisor in your corner—without the full-time commitment.
Monthly Bookkeeping Services
Monthly bookkeeping services involve tracking and organizing all your business’s financial transactions on a regular basis. Each month, your bookkeeper will record income, expenses, payroll, and other financial details to keep your accounts up to date. They’ll reconcile your bank statements, ensure bills are paid on time, and provide you with accurate financial reports like profit and loss statements. This way, you always have a clear picture of how your business is performing.
For business owners, especially those in niche industries like funeral homes, monthly bookkeeping ensures your finances stay organized and compliant, without the headache of managing the numbers yourself. It’s all about having a professional handle the details, so you can make informed decisions and stay focused on running your business.
Catch-up & Clean-up Services
Cleanup bookkeeping is all about getting your financial records back in order when things have become messy or neglected. If you’ve fallen behind on tracking income, expenses, or reconciling bank statements, cleanup bookkeeping is what you need to catch up and set things straight.
For funeral homes, this means going through past months (or even years) of financial data, organizing receipts, correcting errors, and making sure every transaction is properly recorded. It could also involve fixing issues with payroll, reconciling bank accounts, and ensuring that all your books align with tax requirements.
Whether you’re preparing for tax season, applying for a loan, or just want your finances in order, cleanup bookkeeping gets everything back on track, giving you a clean slate moving forward.
