Financial Operations & Bookkeeping
Organized Financial Operations. Dependable Records. Peace of Mind.
Behind every growing business is a financial operation that needs to work consistently.
SHH helps maintain your financial records, organize recurring bookkeeping activities and provide dependable monthly financial information so you can spend less time managing administrative details.
Starting at $2,500/month
Discuss Financial Operations SupportWho this service is for
A focused fit
Owner-operated and growing businesses that need recurring bookkeeping and financial operations support within a clearly defined outsourced engagement.
What’s Included
Routine Bookkeeping
Recording and categorizing transactions, maintaining supporting documentation and keeping agreed financial accounts organized.
Account Reconciliation
Reconciling the bank and credit-card accounts included in your engagement.
Financial Operations Support
Processing agreed vendor-bill information, preparing defined customer invoices from Partner-provided information and monitoring outstanding balances.
Payroll Record Coordination
Recording payroll information received from the Partner’s existing payroll provider.
Monthly Financial Reporting
Preparing routine monthly financial statements, a cash-movement summary and relevant receivables/payables reports.
Ongoing Communication
Providing weekly operational updates and identifying missing documentation, outstanding items and financial-record exceptions.
Starting engagement
What’s Included at the Starting Price
Our $2,500 starting engagement is designed for a smaller, less complex business and generally accommodates:
- One legal entity.
- Up to two bank accounts.
- One credit-card account.
- Approximately 125 routine transactions monthly.
- Up to 15 vendor bills monthly.
- Up to 15 customer invoices monthly.
- One existing payroll provider.
- Standard monthly reporting.
- Weekly asynchronous operational coordination.
Businesses with greater transaction volume, additional entities or more complex accounting requirements receive a tailored proposal.
Your engagement
Your Monthly Deliverables
- Reconciled agreed accounts.
- Profit & Loss Statement.
- Balance Sheet.
- Cash-movement summary.
- AP/AR aging reports, where applicable.
- Outstanding documentation and exception register.
- One monthly review.
Your Engagement Experience
Our standard reporting target is the 12th business day following month-end, subject to timely receipt of required information.
Your First 30 Days
We review your financial records and systems, confirm access requirements, establish documentation and approval workflows and create the initial reconciliation and reporting schedule.
Scope Considerations
Historical cleanup, prior-year catch-up work, payroll processing and tax filings, complex inventory accounting, significant financial modeling and ongoing Controller/CFO responsibilities are not automatically included.
The Partner retains authorization over payments and transfers.
Final pricing reflects transaction volume, entity count, record condition and the agreed scope of financial operations.
Starting at $2,500/month
Published fees represent starting investments for new engagements. Final pricing depends on business complexity, transaction volume, number of entities, existing financial conditions, reporting requirements and the agreed level of support. Additional responsibilities are outlined in a tailored proposal before engagement. Existing signed engagement fees are not automatically changed by revisions to public pricing.
Smith Helping Hand provides financial and business advisory services. Services do not constitute legal, tax, investment, audit, review, compilation, or assurance services unless separately agreed and appropriately qualified. No specific financial outcome is guaranteed.
Discuss Financial Operations Support