01 — The foundation
Bookkeeping
Can you trust your numbers? Accurate, current books, closed every month. Everything else depends on this layer being right.
Full Bookkeeping pageMonthly Bookkeeping
Ongoing categorization and entry, closed out every month like clockwork.
Businesses that want their books handled, permanently.
Bookkeeping Cleanup & Catch-Up
Untangle miscategorized transactions and stale reconciliations, or bring months of backlog current, sized to how far behind you are.
Books that have drifted out of shape or fallen months, or years, behind.
Bank Reconciliation
Every statement matched to the ledger, line for line.
Anyone who needs bank accounts to tie out exactly.
Credit Card Reconciliation
Card statements tied out and coded correctly, every cycle.
Businesses running spend through multiple cards.
Accounts Payable
Bills tracked, approved, and paid on schedule.
Teams that need bill pay off their plate.
Accounts Receivable
Invoices sent, followed up, and collected without the chasing.
Businesses tired of chasing down payment.
02 — What the numbers mean
Financial Management
What do your numbers mean? Reports you can read, cash you can see coming, and a budget measured against reality.
Full Financial Management pageFinancial Reporting
P&L, balance sheet, and cash flow statements you can actually read.
Owners who want a clear monthly picture.
Cash Flow Management
Know what is coming in, what is going out, and when.
Businesses with uneven or seasonal cash flow.
Budgeting & Forecasting
A working budget measured against reality, not filed and forgotten.
Teams planning spend against real targets.
Profitability Analysis
See which parts of the business actually make money.
Multi-service or multi-location businesses.
Financial Modeling
Build the model before you make the bet.
A hire, a launch, or a big purchase on the table.
03 — From numbers to decisions
Business Analytics
What should you change? A clear monthly read on the business, built around the questions you actually ask.
Full Business Analytics pageKPI Reporting
The handful of numbers that actually predict how you are doing.
Owners who want signal, not a spreadsheet dump.
Business Performance Analysis
Where you are gaining ground, and where you are not.
Quarterly check-ins against goals.
Monthly KPI Report
One clear report of the business, not twelve spreadsheets.
Teams juggling too many disconnected reports.
Revenue Analysis
What is driving revenue, and what is just noise.
Businesses with several revenue streams.
Expense Analysis
Find what you are overpaying for before it compounds.
Anyone auditing costs before a growth push.
Profitability by Service Line
Margin, tracked by service line, every month.
Businesses that price and sell more than one thing.
04 — A strategic partner
Fractional CFO
What should you do next? Senior financial judgment on your team, without a full-time executive salary.
Full Fractional CFO pageFractional CFO Services
Ongoing strategic finance leadership, sized to your business.
Businesses ready for a finance leader, not just a bookkeeper.
Cash Flow Forecasting
See cash crunches — and windfalls — months before they land.
Businesses managing tight or lumpy cash cycles.
Financial Planning
A real plan behind the growth targets.
Owners setting next year's targets now.
Scenario Analysis
Stress-test the big decision before you make it.
A major hire, expansion, or pricing change.
Management Reporting
Board- and investor-ready reporting, on schedule.
Businesses answering to a board, partners, or investors.
Strategic Financial Advisory
A second seat at the table when the stakes are highest.
Owners who want a financial thought partner.
One-time package — for loan applicants
Loan-Ready Financials
Lender-ready statements, a book-to-tax reconciliation and a 12-month projection with the new loan payment, for SBA 7(a), 504, microloan and CDFI applications. Fixed prices from $950, delivered in 10 business days.
Full Loan-Ready Financials pageNot sure which tier you need?
Start with a free Profit Review — we'll tell you exactly where to begin.
Tell us a bit about your business
Fill this in and book a time straight away, or we will contact you within one business day.
We reply from office@onavani.com. Prefer email? Reach us directly at office@onavani.com.