The right financial support for your business.
Whether you need dependable monthly bookkeeping, more involved financial oversight, or help getting your books in order, Citrine provides the support that fits your business.
Let's TalkReliable books. Less to keep track of.
Keeping your financial records accurate and up to date shouldn't require your constant attention. Citrine provides dependable monthly bookkeeping so you can stay organized, understand where your business stands, and focus on running your business. With CPA-led oversight, your books are maintained with attention to accuracy, consistency, and the financial details that matter.
What's included
- Transaction recording and classification
- Bank and credit card reconciliations
- Monthly financial statements
- Review of account balances and discrepancies
- Ongoing bookkeeping maintenance
Additional services, such as accounts payable, accounts receivable, and bill payment support, may be included depending on your business needs and engagement scope.
Who it's for
Business owners who want their books maintained accurately and consistently without managing the day-to-day accounting details themselves.
A clearer view of your business finances.
As a business grows, financial questions often extend beyond the monthly statements.
Cash flow, outstanding obligations, receivables, payables, and operational processes all affect how a business performs.
Citrine provides ongoing financial oversight to help you understand what's happening, identify what needs attention, and keep your financial operations running reliably.
What's included
Depending on the engagement:
- Financial reporting and account oversight
- Cash flow visibility
- Accounts receivable and payable oversight
- Review of financial obligations
- Project or job profitability analysis, where relevant
- Regular financial reviews
- Financial process improvements and internal controls
Who it's for
Established, owner-operated businesses with more complex financial operations that need additional visibility and oversight.
Controller services can include ongoing bookkeeping or work alongside your existing bookkeeping team, CFO, tax CPA, or other advisors, providing reliable financial information and operational visibility.
A reliable foundation starts here.
Whether you're establishing new accounting systems or addressing financial records that have fallen behind, Citrine helps bring structure and accuracy to the financial side of your business.
Setup and cleanup engagements are scoped and priced separately based on the work required.
Financial Foundation Setup
For businesses starting fresh, adding entities, transitioning systems, or establishing more organized accounting processes.
Services may include
- Chart of accounts setup
- QuickBooks Online configuration
- Accounting workflows and procedures
- System integrations
- Reporting structure
- Guidance for maintaining the system
Financial Foundation Cleanup
For businesses with incomplete, inconsistent, or unreliable financial records.
Services may include
- Historical reconciliations
- Transaction classification review
- Investigation of discrepancies
- Balance sheet cleanup
- Financial reporting corrections
- Recommendations for maintaining accurate records going forward
Let's find the right support for your business.
Whether you're looking for ongoing bookkeeping, controller services, or help getting your financial records in order, we'd be glad to learn about your business.
Let's Talk