Our Services

Finance Solutions Built
for US Businesses

From everyday bookkeeping to strategic CFO leadership — we cover your entire finance function so you can focus on growth.

General Ledger — October 2026 ● RECONCILED DATE DESCRIPTION DEBIT CREDIT Oct 01 Revenue — Service Contracts $32,400 Oct 03 Accounts Receivable $32,400 Oct 07 Payroll — October First Half $18,250 Oct 12 Vendor — Subcontractor Payment $11,600 Oct 18 Revenue — Consulting Fees $14,200 Oct 31 Month-End Close — Verified ✓ Balanced ✓ Balanced Period Totals $62,250 $46,600 Net: $15,650 Dr — Books closed and reconciled

US GAAP

Compliant Reporting

Core Service

Outsourced Accounting

Full-cycle accounting managed by US GAAP experts. We handle your entire accounting function — so you always know where your business stands financially.

Monthly Close & Financial Statements

Accurate P&L, balance sheet, and cash flow statements delivered on time, every month.

General Ledger Management

Clean, organized books with proper chart of accounts and coding standards.

Accounts Payable & Receivable

Timely vendor payments and invoice tracking to keep cash flow healthy.

Bank & Credit Card Reconciliation

Monthly reconciliation to catch errors and ensure your records are airtight.

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CFO Strategy Dashboard — Q3 2026 Revenue Growth +24% ▲ vs prior quarter Gross Margin 41.8% ▲ Target: 40% Cash Runway 14 mo. 13-week forecast Revenue Trend vs. Budget Jan Feb Mar Apr May Jun Jul DSO (Days) 28 ▼ from 36 last qtr Budget Variance +4.2% Ahead of plan Next Board Report Aug 12 Package in progress

CFO-Level

Strategic Guidance

Strategic Service

Fractional CFO Services

Senior-level financial leadership without the full-time cost. Our fractional CFOs provide the strategic guidance your business needs to scale, raise capital, and make confident decisions.

Cash Flow Forecasting & Management

13-week and annual cash flow models to stay ahead of funding needs.

Budget Planning & Variance Analysis

Annual budgets with monthly actuals-vs-budget reporting and explanations.

Investor & Board Reporting

Board-ready financial packages, KPI dashboards, and investor-grade reporting.

Financial Modeling & Scenario Planning

Data-driven models to evaluate growth decisions, pricing, and capital allocation.

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Specialty Service

Construction Accounting

Purpose-built accounting for residential and commercial builders, remodelers, developers, and specialty contractors. We speak your language — job costs, WIP, retainage, and draws.

Residential Builders
Commercial Contractors
Specialty Contractors
Developers & Remodelers

Job Costing

Accurate project-level job costing using the NAHB Chart of Accounts. Track labor, materials, subcontractors, and overhead against budget in real time — so you always know your true project profitability.

WIP Reporting & Revenue Recognition

Compliant Work-In-Progress schedules and GAAP-based revenue recognition — including Completed Contract and Percentage of Completion methods. Get the financial picture lenders and bonding companies expect.

AIA Billing & Retainage Tracking

Prepare and manage AIA G702/G703 draw schedules, applications for payment, and retainage tracking. We ensure every billing is accurate, timely, and formatted correctly for your GC or owner.

Subcontractor & Lien Waiver Management

Track subcontractor payments, manage conditional and unconditional lien waivers, and maintain compliance across all your projects. Protect your business from lien exposure on every job.

Construction Cash Flow Forecasting

Project-level and company-wide cash flow forecasting to plan for draws, payroll, and supplier payments. Never get caught short on a job — know your cash position weeks in advance.

Software Integration

We work directly inside QuickBooks Online, Intuit Enterprise Suite, Buildertrend, JobTread, and Procore. No need to change your existing workflow — we plug into the tools you already use.

We Serve Contractors at Every Stage of Growth

Emerging

$2M – $8M Revenue

Get your books in order, set up job costing, and build the financial foundation for sustainable growth.

  • Monthly bookkeeping & close
  • Basic job costing setup
  • AIA billing support
  • QuickBooks management
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Enterprise

$20M – $50M+ Revenue

Board-ready financials, bonding support, multi-entity consolidations, and full CFO advisory for large contractors.

  • Multi-project WIP consolidation
  • Bonding & surety reporting
  • Board-level financial packages
  • Dedicated fractional CFO
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All Services

Everything Your Business Needs

Every service designed to work together as your complete outsourced finance function.

Bookkeeping

Accurate, timely bookkeeping that keeps your financial records clean, organized, and audit-ready at all times.

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Payroll Services

End-to-end payroll processing, direct deposits, tax withholding, W-2s, and full compliance management.

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Tax Compliance

Federal and state tax preparation, planning, and compliance handled by experienced tax professionals.

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Offshore Staffing

Dedicated offshore accounting staff integrated with your team — managed, trained, and quality-assured by FinRise.

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Financial Reporting

Custom management reports, dashboards, and KPI tracking that give you clear insight into business performance.

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CFO Advisory

On-demand strategic finance guidance — from fundraising prep and pricing analysis to exit planning and M&A support.

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Free Consultation

Not Sure Which Service You Need?

Book a free consultation and we'll recommend the right solution for your business — no obligation.

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