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SERVICES

Practical financial support for the work of running a business.

WebbPoint helps keep the records dependable, then adds the context to use them. Services are scoped around the business—not sold as fixed packages or rates.

BOOKKEEPING

The foundation.

Bookkeeping is the organized record of what has already happened: transactions captured, accounts reconciled, and each month closed so the information is ready to use.

  • Monthly bookkeeping
  • Catch-up and cleanup
  • Bank and credit-card reconciliations
  • Accounts payable and receivable
  • Month-end close
  • Financial reporting

FRACTIONAL CONTROLLER SUPPORT

The wider view.

Controller support looks across the numbers to help Cynthia and the owner understand cash flow, budgets, job costs, reporting, and the questions behind a decision.

  • Cash-flow visibility and planning
  • Budgeting and variance review
  • Job costing and margin visibility
  • Management reporting
  • A closer operating view for decisions

How the engagement starts

First, share what is happening through the consultation form. Cynthia reviews the situation and follows up to discuss the right scope. If WebbPoint is a fit, the work moves into a private client portal for documents, messages, and invoices.

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