Our goal is to help business owners manage and understand their finances.
Our goal is to help business owners manage and understand their finances.
845.204.4896
SERVICES
Running a business is hard, managing your finances doesn't have to be. According to SCORE one of leading reasons small businesses fail is due to poor cash flow management. In a small business where every dollar counts understanding where each dollar went and where each dollar came from is critical. Without accurate and up-to-date records you have no way of knowing the health of your organization. We believe every number has a story to tell. Their story is the story of your business. How profitable are you? Is that investment paying off? Can you take on more staff? These are just some of the questions we help our clients answer.
Finergy provides outsources controller services to small businesses. We customize support plans to meet each business’ unique needs. From completing the day-to-day bookkeeping to analysis to strategic financial exercises Finergy is here to help you fully understand your business’ financial position giving you the insight you need to make strong strategic decisions.
Monthly data entry and reconciliations are completed to make sure you have the data you need to run your business. We work with you to make sure revenue and expenses are categorized correctly.
Bookkeeping
Keeping up-to-date on the day-to-day transactions is important, but do you have the time to get it all done? We work with our clients to makes sure their clients are invoiced, revenue tracked and bills paid on time. We provide monthly reports based on up-to-date information.
Bookkeeping Plus+
Outsourced controller services provide you with all the information you need to run your business. A customized monthly financial performance package will give you a competitive edge. We will help you get prepared for tax season, loan applications and audits.
Outsourced Controller
Education
One-On-One or small group QuickBooks training.
Business Plan
Get help on your new business, business plan creation
One-Time
Get one-time analysis before making the big decision.
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