Fiscal Fitness
Financial Services
Expertise. Commitment. Value.
About Us
We are a local business offering financial expertise, commitment, and value while providing flexible, personalized, and cost-effective financial solutions to local business owners.
Qualifications
- Certified QuickBooks Online ProAdvisor
- MBA: Accounting Concentration
- BBA: Accounting Major
- Former IRS Enrolled Agent (EA)
- CPA Eligible
- Former Post-Secondary Adjunct Accounting Professor (5 years)
- CPA firm experience in Tax, Audit, Financial Services, and Consulting (7 years)
- Over 30 years of Accounting experience, most recently as Finance Directory for an entity with an annual budget of $11M, and Accounting Manager for an entity with an annual budget of over $102M
- Certified Government Finance Officer (CGFO)
Complete our Potential Client Assessment today, then let’s discuss how we might assist you and your business.
Janet Regan, MBA, CGFO
Founder/Managing Member
Services
Bookkeeping
Full-Cycle Accounting
Fractional CFO/Controller
Catch-up/Clean-
up
Service Tiers
These are examples of tiered services we offer, and are not all-inclusive. Many clients fall between tiers, or request a combination of services within different tiers. Our services are customizable!
Deluxe
- Basic bookkeeping
- Categorizing transactions
- Reconciling bank accounts, merchant accounts, credit card accounts
Professional
- Dedicated Senior Accountant
- Full-cycle accounting
- Accounts Payable
- Accounts Receivable
- Payroll
- Management financial reporting packages
- Consultations
- Includes Deluxe tier
Elite
- Custom Financial Analysis
- 1099 filing
- Payroll tax filing
- Sales tax filing
- Fixed Assets
- Inventory
- Tax liaison
- Includes Professional tier
Tier Pricing
Due to the uniqueness of each client’s industry and engagement, our monthly tier pricing is a guide only. Pricing is based on many variables, such as, frequency, volume, and complexity of tasks. Engagement proposals are built to order for each client and based largely on the factors below:
Deluxe
- # of bank, credit card,
merchant accounts to
reconcile - # of bank, credit card, 3rd
party transactions - Frequency of categorizing
- # of journal entries
$0 - $1,000
Professional
- # of invoices
- # of bills paid
- # of employees
- Frequency of payroll
- Level of monthly phone support
- Management financial reports
- Includes Deluxe
$1,000 - $2,000
Elite
- # of 1099s
- Payroll/sales tax filing
- # of fixed assets
- Inventory turnover
- Coordination with CPA on tax prep
- Workers Compensation Audit
- Includes Professional
$2,000+
Let us handle recurring financial tasks and provide relevant, timely financial information to enhance managerial decision-making.
Partner With The Best
Fiscal Fitness
Financial Services
(469) 604-5094
Celina, TX
