finance advisory for owner-operated businesses

Fox River Strategic Finance

Helping owner-operated businesses understand cash flow, margins, and monthly performance—without hiring a full-time CFO.

For owners who need clearer numbers to drive decisions

We help owner-operated businesses using QuickBooks keep their books current, reconcile key accounts, close the month with more confidence, and receive financial reports the owner can actually use to drive decisions.Through a structured bookkeeping, monthly close, and reporting process, we help owner-led businesses understand where they stand each month: profitability, cash, receivables, payables, and items needing attention.This service is designed for owner-operated businesses that need more reliable monthly financial visibility but are not ready for a full-time controller or fractional CFO.

Finance support that turns numbers into better decisions

  • We help owner-operated businesses turn QuickBooks into a more useful monthly management tool.

  • Each month, we help keep the books current, reconcile key accounts, identify unresolved items, and provide owner-ready reports that clarify profitability, cash, receivables, payables, and issues requiring attention.

  • The goal is simple:

  • Help the owner stop guessing and start making decisions with clearer monthly numbers.

Bookkeeping + Owner-Ready Monthly Close

For owner-operated businesses using QuickBooks who want current books, reconciled accounts, and monthly financial reports they can actually use.This monthly service helps owner-operated businesses keep QuickBooks up to date, close the month with more confidence, and understand where the business stands across profitability, cash, receivables, payables, and open items that need attention.

  • What's Included:

  • • Monthly transaction review and categorization

  • • Bank and credit card reconciliations

  • • Month-end financial review

  • • Profit and Loss and Balance Sheet

  • • Cash summary

  • • A/R and A/P aging review

  • • Open-items list with client questions

  • • Short owner-ready summary or monthly commentary

  • What This Helps You Understand:

  • • Did we make money last month?

  • • Why does cash feel tight?

  • • Are receivables or payables becoming a problem?

  • • Are margins or expenses changing in ways we should understand?

  • • What unresolved items need attention before the numbers can be trusted?

This service is designed for owner-operated businesses that need more than basic bookkeeping, but are not ready for a full-time controller or fractional CFO.

  • Best Fit:

  • This offer is a good fit for owner-operated businesses with manageable monthly transaction volume, QuickBooks Online, simple or limited inventory, and an owner who wants a dependable monthly financial rhythm.

  • Before monthly service begins, Fox River Strategic Finance starts with a Books & Reporting Review to understand the current condition of the books, identify obvious cleanup issues, and confirm whether monthly service is the right fit.

  • Already Have a Bookkeeper?

  • If you already have a bookkeeper or internal accounting person, you may not need to change who handles day-to-day bookkeeping.

  • Fox River Strategic Finance also offers an Owner-Ready Monthly Close Review for those that want clearer monthly reporting while continuing to work with their existing bookkeeper.

  • In this version, we review the monthly financials, check reconciliation status, look at A/R and A/P, identify open items, and prepare owner-ready monthly reporting and commentary so you have a clearer view of profitability, cash, receivables, payables, and issues that need attention.

  • This option is designed to work alongside your existing bookkeeping process, not replace it.

WHY FOX RIVER

Practical, steady finance help for small business owners

Fox River Strategic Finance is built for owners who want finance help that is understandable, useful, and grounded in the realities of running a small business. The goal is not to bury you in reports—it is to help you see what is happening and make better decisions.

Ready to get clearer about your numbers?

Schedule an introductory call to talk through your current reporting, cash flow visibility, and what kind of finance support would be most useful for your business.

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