You will get I Will Provide Full Charge Bookkeeping and Reporting Support
Top Rated
Project details
During this project, I will provide hands-on bookkeeping and accounting support to help ensure your financial records are accurate, organized, and up to date. Services may include bank and credit card reconciliations, account cleanup, month-end close support, financial reporting, transaction review and categorization, and resolving discrepancies within your books.
I work directly with business owners and management teams to improve visibility into their financials, identify issues, and establish reliable accounting processes moving forward. Whether you need ongoing monthly bookkeeping support or help cleaning up existing accounting records, I take a practical and detail-oriented approach focused on delivering clear, accurate financial information you can rely on.
This project is best suited for small to mid-sized businesses using QuickBooks Online or similar accounting systems. Final scope and pricing may vary depending on transaction volume, number of accounts/entities, current condition of the books, and overall complexity.
I work directly with business owners and management teams to improve visibility into their financials, identify issues, and establish reliable accounting processes moving forward. Whether you need ongoing monthly bookkeeping support or help cleaning up existing accounting records, I take a practical and detail-oriented approach focused on delivering clear, accurate financial information you can rely on.
This project is best suited for small to mid-sized businesses using QuickBooks Online or similar accounting systems. Final scope and pricing may vary depending on transaction volume, number of accounts/entities, current condition of the books, and overall complexity.
Project Type
Virtual AssistanceWhat's included
| Service Tiers |
Starter
$850
|
Standard
$1,500
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 14 days | 14 days | 14 days |
Number of Revisions | 2 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$400
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SY
Sridhar Y.
May 22, 2026
Fractional CFO Needed for Strategic Financial Guidance
JL
Joshua L.
Apr 18, 2026
Financial Modeling Expert for Tech Services Business
Daniel was great to work with ! Will definitely be hiring him again to do some further financial analysis
NS
Nathan S.
Mar 5, 2026
Chief Financial Officer (CFO) Needed for Strategic Financial Management
He did exactly what I needed in a timely manner.
MF
Mike F.
Jan 7, 2026
Remote Fractional Controller (U.S.-Based)
MK
Michael K.
May 12, 2022
Bookkeeper
Great experience with Daniel. He was able to do complex cash flow reporting and manage day to day financial operations to our satisfaction.
About Daniel
Fractional CFO | Financial Visibility, Strategy & Growth
100%
Job Success
Columbia, United States - 7:19 pm local time
Leveraging experience across 50+ growing businesses, I help clients transform financial information into actionable intelligence that improves cash flow, profitability, operational performance, and long-term business value.
How I Help Clients
I help business owners build the financial foundation required to make better decisions and scale with confidence.
Key areas of focus include:
• Improving financial visibility and reporting
• Strengthening cash flow management and forecasting
• Identifying profitability and margin improvement opportunities
• Building scalable accounting and finance processes
• Developing KPIs and performance measurement frameworks
• Supporting strategic planning, growth initiatives, and financing activities
• Providing CFO-level insight without the cost of a full-time executive
Services
Fractional CFO Services
• Strategic Financial Analysis
• Financial Planning & Analysis (FP&A)
• Cash Flow Forecasting & Modeling
• Budgeting & Strategic Planning
• KPI Development & Executive Reporting
• Financial Modeling & Scenario Analysis
Controller Services
• Financial Reporting & Analysis
• Month-End Close Oversight
• GAAP Compliance
• Internal Controls
• Audit Readiness
• Financial Process Improvement
Financial Operations Support
• Accounting Cleanups
• Reporting Infrastructure Development
• System Implementations & Optimization
• Revenue Recognition (ASC 606)
• Inventory & Cost Accounting
• Workflow & Process Improvement
Typical Client Challenges
• Limited visibility into financial performance
• Unclear cash flow outlook and working capital needs
• Inconsistent or unreliable financial reporting
• Lack of meaningful KPIs and operational metrics
• Growing complexity without adequate financial leadership
• Preparing for financing, investors, audits, or expansion
Professional Background
• 16+ years of accounting, finance, and operational leadership experience
• 10+ years serving as a Fractional CFO and Controller
• CPA (Inactive)
• Former Auditor with Moss Adams
• Experience supporting 50+ small and mid-sized businesses
Industry Experience
Construction • Manufacturing • SaaS & Technology • Hospitality • E-Commerce • Professional Services • Service Businesses
What Clients Value
• Practical financial leadership focused on business outcomes
• Advanced financial analysis that supports decision-making
• Clear communication without unnecessary complexity
• Hands-on execution, not just recommendations
• Solutions designed to create measurable value and ROI
Steps for completing your project
After purchasing the project, send requirements so Daniel can start the project.
Delivery time starts when Daniel receives requirements from you.
Daniel works on your project following the steps below.
Revisions may occur after the delivery date.
Month End Close
All activity for the month has been cleared from the bank feed and all the bank and credit cards have been reconciled and the financials are ready for review.