Foundational Small Business Bookkeeping

Always $399

At the Fincero Group, we excel in providing personalized bookkeeping services that drive strategic growth and operational success. No robo calls, auto-dialers, or dizzying support lines that take up half of your day. Just direct lines to our trusted experienced professionals ready to deliver precise insights into your business financials. Our people work for you.

Concierge Executive Services for All.

No exceptions. No price hikes.

Secure Client Portal

Our secure client portal offers centralized and convenient access to all your records and reports in one easy-to-navigate platform. It ensures your sensitive information remains protected at all times. Experience the management of your financial reports with the confidence that your data is safe and readily available.

Direct Line to Your Dedicated Bookkeeper

Direct communication with your bookkeeper—no corporate hoops to jump through, no extended wait times. You get direct access to a dedicated professional ready to address your questions and support your financial needs promptly and efficiently.

How Our Bookkeeping Proccess Works

  • 1. Gather information.

    Each month we create a list of the documents and reports needed to generate accurate financial statements. This list is always accessible in your client portal. We notify and remind you as much or as little as you prefer using your prefered contact methods and times.

  • 2. Analysis and generation of financial statements.

    After a thorough review and analysis of each document provided we enter and organize the information into your financial software. After categorizing each transaction we begin reconciling and balancing the books. Finally, we a series of financial reports customized to your business preferences.

  • 3. Rigorous quality checks.

    The moment that sets us apart. Each set of books is submitted to a rigorous three tiered review process. For transparency, we then take it a step farther by making both a full categorization report and quality report available to you at any time. So you can personally check our work quickly and efficiently.

  • 4. One-on-one Review

    Once our work is complete we take the time to review your reports with you. Our goal is to provide clear insights and actionable recommendations that support our client’s strategic objectives. Providing resources and one-on-one support and education to help our clients better understand their books is core part of our mission.

Our Services

  • Designed for Small Business. This service gives companies access to the trusted expertise of an experienced bookkeeper without breaking the bank. It includes:

    • General Bookkeeping: Categorizing transactions, bank reconciliations, and financial statements.

    • Financial Reporting: Tailored financial reports for strategic decisions.

    • On Call Bookkeeper: Reachable via phone or text. No phone menus or wait time.

    • Secure Client Portal: Quick and secure access to your financial documents and reports.

    • Regulatory Compliance: Full adherence to tax laws and financial regulations.

About
our company

Our credentialed experts are dedicated to supporting business owners who are focused on running their companies. We recognize that our clients’ time is valuable, which is why we prioritize efficiency without compromising the accuracy and quality of our work.

At the heart of our service is a commitment to people—we believe in building genuine connections by engaging directly with each client. This personal approach ensures clear communication, tailored solutions, and a deep understanding of individual business needs.

With our expertise, attention to detail, and client-centered philosophy, we deliver bookkeeping services that provide both reliability and peace of mind.

Contact Us

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