Bookkeeping and CFO Services
Monthly bookkeeping and fractional CFO work, delivered remotely. Your books closed by the 3rd business day, every month.
Included in the Engagement
- Bank and credit-card accounts reconciled monthly
- A monthly profit and loss statement and balance sheet
- Catch-up and cleanup of prior-period records
- Records ready at filing time
- A monthly summary of items needing attention
- Books and statements in the client portal
Serving Orange County
From Irvine to Newport Beach, Anaheim to Santa Ana — Orange County businesses get the same engagement as every Georgy Financial client: reconciled accounts, clean monthly statements, prior periods brought current, and records ready at filing time. Everything is delivered remotely; nothing requires an office visit.
Serving Dallas–Fort Worth
Dallas, Fort Worth, Plano, Frisco, Arlington — DFW businesses get the same engagement as every Georgy Financial client: reconciled accounts, clean monthly statements, prior periods brought current, and records ready at filing time. Reach us on a Dallas-area number: (945) 225-9205.
Serving Florida
Miami, Tampa, Orlando, Jacksonville, Fort Lauderdale — Florida businesses get the same engagement as every Georgy Financial client: reconciled accounts, clean monthly statements, prior periods brought current, and records ready at filing time. Everything is delivered remotely; nothing requires an office visit.
Serving New York
New York City, Long Island, Westchester, Albany, Buffalo — New York businesses get the same engagement as every Georgy Financial client: reconciled accounts, clean monthly statements, prior periods brought current, and records ready at filing time. Everything is delivered remotely; nothing requires an office visit.
When You Need More Than Books
Forecasting, budgeting, margin analysis and monthly KPI reporting on a month-to-month retainer — built on the same records.