Class Act Bookkeeping Services
Class Act offers numerous services to match your business needs. Explore each one in detail below.
Accurate Books. Clear Financials. Confident Decisions.
Bookkeeping Essentials
Reliable financials start with accurate books.
Designed for businesses that need consistent, professional accounting support without maintaining a full internal accounting department.
Services may include:
- Monthly bookkeeping
- Bank and credit card reconciliations
- Transaction classification
- Accounts payable and receivable accounting
- Payroll reconciliation
- Monthly financial statements
- Balance sheet review
- Month-end close
- QuickBooks maintenance
- Year-end CPA coordination
Best for: Small businesses that need accurate, current and CPA-ready financial records.
Controller Services
Bring structure and oversight to your financial operations.
For growing businesses, accurate bookkeeping is only the beginning.
Class ACT Controller Services provide a higher level of financial management designed to strengthen accounting processes, improve reporting and give ownership better visibility into the financial health of the business.
Services may include:
- Everything included in Accounting Essentials
- Enhanced month-end close
- Accounts payable and receivable oversight
- Cash position reporting
- Debt schedule management
- Budget-to-actual reporting
- Job and project profitability reporting
- Accounting policies and procedures
- Financial SOP development
- Internal financial controls
- Management reporting
- Lender reporting packages
- CPA, payroll and banking coordination
- Monthly financial review meetings
Best for: Growing businesses that need financial leadership and accounting oversight but aren’t ready for a full-time controller.
Fractional CFO Advisory
Turn financial information into business strategy.
Fractional CFO services are designed for owners who need more than financial reporting—they need help understanding what the numbers mean for the future of their business.
Class ACT works alongside ownership to evaluate financial performance, anticipate cash needs and support major business decisions.
Services may include:
- Cash-flow forecasting
- Annual budgeting
- Rolling financial forecasts
- KPI development and reporting
- Gross-margin analysis
- Customer, project and service profitability
- Labor and overhead analysis
- Scenario modeling
- Capital expenditure analysis
- Debt and financing analysis
- Growth planning
- Banking and lender strategy
- Financial decision support
- Owner strategy meetings
Best for: Established and growing businesses that need CFO-level financial insight without the expense of a full-time CFO.
