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SERVICES

At Fancy Financial, our goal is to manage, transform, and simplify your accounting functions. We offer a variety of services to assist you with doing just that. All services are customized to meet the unique requirements of your business and operational structure.

Ongoing Accounting + Bookkeeping

  • Financial statements, journal entries, and reporting

  • Reconciliations and month-end close processes

  • Ongoing maintenance of financial records

  • Vendor bill pay, customer invoicing

Financial System Set-up + Organization

  • QuickBooks Desktop and Online setup

  • Structure chart of accounts to business needs

  • Review and adjust account balances and entries

  • Reconcile accounts with statements

Financial Analysis + Presentation

  • Board decks and financial presentations

  • Budget development, planning, and analysis

  • Key Performance Indicators (KPI) development

  • Data analysis, cleanup, and restructuring

Audit prep + management

  • Audit engagement management and negotiation

  • Workpaper preparation and analysis

  • Executive liaison to audit team

Accounting + Technical Training

  • Excel and Microsoft Office Suite (all levels)

  • QuickBooks Desktop and Online

  • Financial accounting training

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QuickBooks ProAdvisors

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