Financial Operations

Bookkeeping & CFO Services

Clean books. Clear numbers. The financial clarity your business deserves, from monthly bookkeeping to a full fractional CFO partner as you grow.

Monthly Bookkeeping·Books Cleanup & Catch-Up·Fractional CFO
Michael Jinks, 5150 Solutions·michaeljinks@5150solutions.com·(801) 450-6224
Catch-Up First

Books Cleanup & Catch-Up

Behind on your books? We specialize in getting you caught up, whether it's 3 months or 3 years behind. This is where most engagements start, and it clears the runway for clean, current bookkeeping going forward.

  • Accounting software setup or cleanup
  • Chart of accounts build
  • Full transaction categorization
  • Bank reconciliations
  • Clean financial statements ready for your accountant
Books Cleanup & Catch-Up
$500
/ month

Priced monthly for the duration of the catch-up engagement. Scope depends on how far behind your books are and how many accounts are involved.

Ongoing Support

Monthly Plans, Scoped to Where You Are

Once your books are current, pick the level of ongoing support that matches your stage, from monthly reconciliations to a full fractional CFO partnership.

01

Essential

Up to 3 accounts
$500
/ month
  • Monthly reconciliations
  • Expense categorization
  • Monthly profit & loss
  • Financial reports on request
  • Monthly video walkthrough of your financials
  • 30-minute monthly owner call
  • 3-month minimum commitment
03

CFO Partner

Full fractional CFO engagement
Custom Pricing
Scoped to your engagement
  • Everything in Growth
  • Monthly budget build & tracking
  • Cash flow projections
  • Forward financial modeling
  • Growth phase planning
  • Investor & lender prep
  • Strategic financial advisory
Get Started

Let's Get Your Books Current

Tell us how far behind you are and what your business needs. We'll recommend the right starting point, whether that's a catch-up engagement or jumping straight into monthly support.

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