Start where you are. Build toward the big decisions.
Each tier rests on the one before it. Clean books make reporting possible, reporting makes analysis possible, and analysis is what good advice is built on. Start at the tier that fits and add the rest when you need them.
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Monthly Bookkeeping
Ongoing categorization and entry, closed out every month like clockwork.
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Bookkeeping Cleanup & Catch-Up
Untangle miscategorized transactions and stale reconciliations, or bring months of backlog current, sized to how far behind you are.
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Bank Reconciliation
Every statement matched to the ledger, line for line.
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Credit Card Reconciliation
Card statements tied out and coded correctly, every cycle.
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Accounts Payable
Bills tracked, approved, and paid on schedule.
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Accounts Receivable
Invoices sent, followed up, and collected without the chasing.
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Financial Reporting
P&L, balance sheet, and cash flow statements you can actually read.
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Cash Flow Management
Know what is coming in, what is going out, and when.
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Budgeting & Forecasting
A working budget measured against reality, not filed and forgotten.
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Profitability Analysis
See which parts of the business actually make money.
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Financial Modeling
Build the model before you make the bet.
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KPI Reporting
The handful of numbers that actually predict how you are doing.
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Business Performance Analysis
Where you are gaining ground, and where you are not.
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Monthly KPI Report
One clear report of the business, not twelve spreadsheets.
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Revenue Analysis
What is driving revenue, and what is just noise.
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Expense Analysis
Find what you are overpaying for before it compounds.
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Profitability by Service Line
Margin, tracked by service line, every month.
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Fractional CFO Services
Ongoing strategic finance leadership, sized to your business.
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Cash Flow Forecasting
See cash crunches — and windfalls — months before they land.
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Financial Planning
A real plan behind the growth targets.
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Scenario Analysis
Stress-test the big decision before you make it.
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Management Reporting
Board- and investor-ready reporting, on schedule.
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Strategic Financial Advisory
A second seat at the table when the stakes are highest.
From backlog to boardroom-ready
Most clients start at step one, even when the goal is step four.
Free Profit Review (30 minutes)
We look at your current books and flag what's costing you money.
Clean & Reconcile
Cleanup or catch-up work brings every account current and accurate.
Report & Analyze
Monthly reports and KPI analysis show you what's actually happening.
Plan & Advise
Fractional CFO support for forecasting, scenarios, and the big calls.
Built for owner-run businesses in Austin, Round Rock, Cedar Park and Pflugerville with up to about ten employees, whether your books are current, a few months behind, or more than a year behind.
Find out where your business is losing money
Free, 30 minutes, no obligation. We go through your books with you and flag what is costing you money, such as miscategorized expenses, stale reconciliations and unpaid invoices.
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.