Bookkeeping, cleanup, and financial reporting for small-business owners who need dependable records, a clearer view of cash, and a repeatable monthly process. Start with the problem you need solved; we’ll define the right level of support together.
Frizzell Finance supports the work that must be correct before advanced analysis becomes useful. Services can be shaped around the condition of your records, reporting needs, and internal workflow.
Best for: Owners who want their books kept current without rebuilding the process every month.
Consistent transaction recording and account organization that keeps the financial picture current.
What you receive: Reconciled accounts, monthly profit and loss and balance-sheet reports, and a list of items that need your input, within the agreed scope.
Best for: Businesses with overdue reconciliations, inconsistent balances, or records that need investigation.
Investigate and correct disorganized historical records so the company can move forward from a dependable starting point.
What you receive: Corrections for the agreed periods and accounts, a summary of unresolved items, and an organized starting point for ongoing bookkeeping.
Best for: Owners who have records but need a clearer explanation of business performance.
Turn bookkeeping output into structured information that helps owners understand results and ask better questions.
What you receive: An agreed reporting package with plain-language observations, questions to investigate, and relevant trends or variances.
Best for: Businesses that need clear responsibilities, documented routines, and a more dependable close.
Create repeatable workflows that improve consistency, documentation, and control as the business becomes more complex.
What you receive: A practical checklist, reporting schedule, and documented handoffs tailored to the workflow we agree to improve.
The final scope depends on transaction volume, account complexity, payroll, integrations, and the condition of the records. These ranges make the starting point clear before the consultation.
For solo owners and smaller businesses that need accurate books and dependable monthly reports.
For growing companies that need more volume capacity, reporting, and light financial insight.
For larger or more complex bookkeeping environments requiring expanded systems and support.
The strongest engagement is built around a real operational need—not simply handing off data entry.
The immediate priority is a reliable accounting foundation. As Frizzell Finance and its client relationships mature, that foundation can support deeper budgeting, forecasting, performance analysis, cash planning, and fractional CFO-style decision support.
Advanced advisory services will be offered only when the scope, information, and experience support them.
Start with a short inquiry. We’ll discuss fit and current availability, then agree on the work before an engagement begins.
Use the inquiry form to describe your business, the bookkeeping or reporting problem, and your ideal start date. You don’t need to choose a package first.
I’ll follow up by email to clarify your systems, record condition, and priorities. If there’s a fit, we’ll arrange a discovery conversation.
Review a written proposal covering deliverables, fees, timing, and responsibilities. Work begins after the engagement terms and required access are agreed.
Provide the agreed records and access, resolve open questions, and establish the bookkeeping or reporting schedule. Cleanup timing depends on the records and scope.
Taylor combines formal finance education with hands-on responsibility for bookkeeping, reconciliations, reporting packages, cash monitoring, budgeting support, and multi-company financial operations. The goal is straightforward: organize the work, understand the numbers, and improve the system.
Learn about TaylorNo. Frizzell Finance focuses on bookkeeping, reporting, and financial systems. Clean records can help your tax professional work more effectively.
Yes. QuickBooks Online is the primary accounting platform for bookkeeping and reporting engagements.
Cleanup work begins with a review of the records. The scope depends on how far behind the books are and which accounts require investigation.
The business is being developed toward deeper advisory support. Current availability should be discussed directly so the scope never exceeds what can be delivered responsibly.
Tell me what your business does, which accounting software you use, how current the books are, and the problem you want solved. Include your ideal start date. Share account access and financial documents only through an agreed secure process after we discuss the work.
No. Describe your needs first. The published ranges are a starting point; a written proposal will confirm the services, fees, and timing for your business.
Tell me what is happening with your books, reporting, or financial workflow. Your inquiry starts a conversation about fit, availability, and scope.
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