Services
What We Offer
“FinExcel offers expert financial solutions, from bookkeeping to strategic planning, ensuring your business thrives.”
Financial Services
Streamlined bookkeeping, financial reporting, and audit preparation to ensure accuracy and compliance.
CFO Services
Expert financial leadership, budgeting, and forecasting to drive business growth and stability.
Succession planning
Structured strategies to identify and develop future leaders, ensuring smooth business transitions.
Accounting, and Financial Services
1. Bookkeeping
Reconciliations (bank, credit cards, etc.), bank feed
management, accounts payable, and liabilities. Maintain accurate financial
records to ensure smooth day-to-day operations and compliance.
2. Financial Statement Preparation
Generate clear, accurate financial
statements to support audits, compliance, and strategic decision-making.
3. Accounting System Reviews & Bookkeeping Assistance
Evaluate and
enhance your accounting system for efficiency, accuracy, and ease of use.
4. Payables & Payments
Manage vendor payments and liabilities to maintain
positive supplier relationships and cash flow stability.
Bookkeeping Catch-Up & Clean Up
1. Reconciliation of Accounts
Review and reconcile bank statements, credit
cards, accounts payable, and accounts receivable to ensure consistency across
all records.
2. Organizing & Categorizing Financial Data
Streamline your financial records
by categorizing transactions and ensuring proper classification for accurate
reporting.
3. Error Detection & Correction
Identify and correct any discrepancies, errors,
or omissions in previous financial statements or entries.
4. Backlog Catch-Up
Bring overdue bookkeeping up to date, including
unrecorded transactions and monthly reconciliations, ensuring you’re back ontrack.
Fractional Controller & CFO Services
1. Develop Annual Budget
Create a comprehensive financial roadmap to align
resources with strategic priorities and long-term goals.
2. Prepare Quarterly & Mid-Year Forecasts
Provide dynamic financial forecasts
to track progress and adjust strategies for optimal performance.
3. Customized Financial Reporting
Prepare and present tailored financial
reports to the board of directors, partners, investors, and bankers, ensuring
transparency and informed decision-making.
4. Financial Modeling & Analysis
Develop in-depth financial models to assess
business performance, forecast future trends, and support strategic planning.
Benefits Why
Choose Us
We are committed to providing reliable and transparent financial solutions tailored to your needs. With a focus on quality, innovation, and client satisfaction, our experienced team ensures the best strategies for your success.
- Quality Commitment
- Honest & Dependable
- Creative Teams
- Honest & Dependable
Interim CEO, CFO & COO Services
1. Interim CEO Services
Provide visionary leadership, align strategic objectives,
and ensure business continuity during executive transitions.
2. Interim CFO Services
Offer financial expertise, manage cash flow, oversee
budgets, and drive financial performance with precision.
3. Interim COO Services
Optimize operations, improve efficiencies, and
implement scalable business processes for sustainable growth.
4. Crisis & Turnaround Management
Navigate financial and operational
challenges with expert strategies to restore stability and drive success.
Administration & Project Management Services
1.Business Operations Management
Streamline administrative
processes, improve efficiency, and enhance organizational productivity.
2. Project Planning & Execution
Develop project roadmaps, set
milestones, and ensure timely completion while staying within budget.
3. Process Optimization & Workflow Automation
Identify inefficiencies,
implement best practices, and integrate technology to enhance operations.
4. Policy & Procedure Development
Create structured policies and SOPs
to improve compliance, governance, and operational clarity.
HR services/Payroll
1.End-to-End Payroll Processing
Accurate and timely payroll
management, including salary calculations, tax deductions, and
compliance reporting.
2. Employee Benefits Administration
Manage employee benefits, health
plans, and retirement contributions for a well-supported workforce.
3. HR Policy & Compliance Management
Develop and implement HR
policies aligned with labor laws and best practices.
4. Recruitment & Talent Acquisition
Attract top talent with tailored hiring
strategies, job postings, and interview support.
Let’s Connect & Elevate Your Finances
We’re here to help you streamline your financial processes and drive success. Get in touch with our experts today!
