Financial + Accounting Services

Scoped to fit, coordinated from day one.

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Embrace Financial and Accounting Services

Your finance department, without the full-time cost.

Embrace Financial Services gives nonprofits and foundations, family offices, hospitality groups, and small to mid-sized businesses a complete, outsourced finance function: clean books, clear monthly reporting, and senior CFO-level guidance, all on one predictable monthly retainer.

 
 
Month-End: close on time, every time
Board-Ready: financial reporting
Fractional: CFO and COO access
 

 

SIX WAYS WE SUPPORT YOU

Every business is at a different stage, so Embrace is built to flex. Engage us for ongoing monthly support, a defined project, or the full finance function as you grow.

01 Bookkeeping & General Ledger

Day-to-day transaction management, categorization, and reconciliations that keep your general ledger clean, current, and audit-ready.

04 Monthly Close & Reporting

A timely monthly close with a clear profit and loss statement, balance sheet, and cash flow report you can actually use to run the business.

 

02 Fractional CFO & FP&A

Budgeting, forecasting, cash flow planning, KPI dashboards, and board and lender reporting: the horsepower of a full finance chief, on demand.

05 Accounts Payable & Receivable

Bill pay, invoicing, collections, and vendor and customer account management that keep cash moving and relationships healthy.

 

03 Payroll

Payroll processing and reconciliation to the general ledger, with labor-cost reporting that ties directly into your financials.

06 Audit & Compliance Support

Audit and tax-season preparation, lender covenant reporting, and nonprofit 990 and grant compliance, handled by seasoned hands.

 

“I honestly didn’t know accounting could be this effortless. Before working with Embrace, I spent endless hours bogged down in spreadsheet logistics and second-guessing our numbers. Having their team take total ownership freed up my time and mental bandwidth completely. Instead of being stuck in the financials, I’m finally free to focus on growing my business.”
— Josh

Ready for books you can trust and numbers you can act on? We offer a complimentary financial health review for new clients — no obligation, just clarity.

 

every decision made with the full picture in view

Financial & Accounting Services

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Operational Support

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Tax Services

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Capital & Wealth Management

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