Tailored Financial Solutions for Small Business Owners, Churches & Non-Profit Organizations
Professional Bookkeeping, Financial Systems Integration & Fractional CFO Services
Serving Madison, IN and beyond
When your business is on the grow, managing every financial detail can become overwhelming.
Whether your business is navigating rapid growth, financial challenges, or expansion strategies, Freeman Financial Services collaborates closely with you to provide insights that drive profitability, guide you through complex financial decisions, and ensure financial sustainability.
Strategic Financial Expertise for Business Owners and Organizations Without the Commitment of a Full-Time Hire
Randy and his team bring a wealth of experience to the table, assisting with professional bookkeeping, strategic planning, financial systems integration, decision-making guidance, and enhance overall financial performance.
Our services offer a range of benefits that can significantly impact the financial health and success of your business:
Accurate Financial Records: Ensure that your financial records are accurately recorded, categorized, and organized. Reduce the risk of errors and provides a clear view of your overall financial position.
Time and Resource Savings: Outsourcing bookkeeping allows you to focus on core business activities rather than spending time on data entry and number-crunching.
Informed Decision-Making: With organized financial data and regular reports, you gain valuable insights into your business's performance empowering you to make informed decisions.
Compliance and Tax Readiness: When tax season arrives, having well-organized records simplifies the process of preparing accurate tax returns and reduces the likelihood of audits or penalties.
Bookkeeping Service Tiers
Discover the bookkeeping service tier that best suit your needs and bring simplicity back to your financial management. No matter the size or nature of your business or organization, we have tailored solutions to meet your specific needs.
Bookkeeping Tier 1
Designed for small businesses with revenues of less than $500,000 per year
→ Bookkeeping for 1 Quickbooks Online (QBO) file
→ Up to 1 LLC/Company
→ Up to 2 Checking Accounts
→ Managing QBO/Bank Integration
→ Weekly Categorizing All Transactions
→ Sales Tax Processing
→ Monthly Reconciling Bank Accounts
→ Standard Monthly, Quarterly, and Annual Reporting
*QBO Plus Subscription is minimum requirement.
*custom pricing tailored to our engagement to fit your needs.
Bookkeeping Tier 2
Designed for small businesses with revenues of less than $500,000 to $2,000,000 per year
→ Everything in the Tier 1 package
→ Bookkeeping for up to 3 QBO files
→ Up to 3 Companies/Divisions
→ Up to 6 Checking Accounts
→ Monthly Financial Statements
→ Standard Key Performance Indicator Dashboard
→ Monthly Review Meeting with Company Leadership to Discuss Status and Interpretation of Financials
*QBO Plus Subscription is minimum requirement, we recommend QBO Advanced.
*custom pricing tailored to our engagement to fit your needs.
Bookkeeping Tier 3
Designed for small businesses with revenues of less than $2,000,000 to $5,000,000 per year
→ Everything in the Tier 2 package
→ Bookkeeping for up to 6 QBO files
→ Up to 6 Companies/Divisions
→ Up to 12 Checking Accounts
→ Consolidated Customized Weekly and Monthly Financial Statements
→ A Key Performance Indicator Dashboard That We Build Together
→ Weekly Review Meetings with Company Leadership to Discuss Status and Interpretation of Financials
*QBO Advanced Subscription is required.
*custom pricing tailored to our engagement to fit your needs.
*Payroll, accounts receivable/payable services available for an additional fee.
*Additional services, special projects, and/or additional reporting requirements will be billed on a time and materials basis. Starting up the engagement may result in slightly higher initial billing depending on the condition of the QBO file.
Financial Systems Integration
We offer customized financial systems integration services to meet your financial and operational needs. Often one of the most difficult situations a small business faces is making all the various apps they use to manage their business work with Quickbooks Online. Custom tailoring the apps and quickbooks to work together to seamlessly provide accurate, single point of data entry is a specialty of ours.
Systems We Work With:
✦ All major point of sale systems into Quickbooks Online, including, but not limited to Square, Lightspeed, Toast, Clover, and Dripos
✦ Inventory control systems such as Zoho, Fishbowl, Cin7, SOS, Activate, Finale, and Wherefour
✦ E-commerce such as Shopify, WooCommerce, Lightspeed, Squarespace, and Paypal
✦ Expense tracking apps such as Bill.com, Expensify, Quickbooks Payments, and Melio.
✦ All major bank feeds
Fractional CFO Services
These services will be custom designed and contracted based upon mutually agreed upon scope. Our Fractional CFO Services are designed to help you grow your business for sustainable and transferrable value. Even if you may not be able to afford a full-time CFO, we can focus on tailored services, on terms that are flexible and affordable, and fits your budget.
With a Fractional CFO on your side, you can focus on what you do best. We give you control over your business and the freedom to excel in your areas of excellence.
→ Can Include a Bookkeeping Tier Above
→ 1 to 2 Days Per Week Working in the Business (On-Site or Remote) As Part of Your Leadership Team
→ Data Visualization and Advisory Services
→ Financial Partner Negotiations
→ Total Financial System Management
→ Treasury Management
→ Governmental/Regulatory Relationship Management
→ Vendor Management
See what our clients have to say…
Curious to explore how we can elevate your financial strategies?
Schedule a complimentary Financial Systems Consultation today. We'll discuss your needs and determine the best level of service for your small to mid-sized business or organization.