Small to Mid-Sized Businesses

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Everything a finance department does, without hiring one

Embrace for Small to Mid-Sized Businesses

Growing companies hit a wall. The bookkeeping that worked at the start cannot support the decisions you need to make now, and a full in-house finance team is a cost, and a hire, you are not ready for. Embrace gives small to mid-sized businesses a complete, scalable finance function: accurate books, real reporting, and CFO-level strategy. You make decisions on data instead of instinct, and you only pay for the seniority you actually need.

 

 

Day-to-Day Accounting

  • Bookkeeping and Monthly Close: A disciplined monthly close that delivers numbers you can actually trust and act on.

  • AP, AR, and Cash Flow Management: Vendor payments, customer invoicing, collections support, and real-time cash visibility.

  • Payroll and Contractor (1099) Administration: Payroll processing, tax deposits, and W-2 and 1099 preparation with full compliance support.

  • QuickBooks Setup, Cleanup, and Training: Implementation, cleanup, migration, and team training on the platform you will actually use.

Reporting and Insight

  • Monthly Financial Statements and KPI Dashboards: P&L, balance sheet, and the handful of metrics that actually drive your business.

  • Budgeting and Forecasting: Annual budgets and rolling forecasts that turn goals into a plan you can manage to.

  • Job, Project, and Department Profitability: Profitability by job, project, or department, so you double down on what works.

  • Lender- and Investor-Ready Financials: Clean, credible financials when it is time to borrow, raise, or report to stakeholders.

Strategic and Operational Support

  • Fractional CFO and Controller Services: Senior financial leadership on demand: strategy, oversight, and judgment without the full-time salary.

  • Systems and Process Buildout: The financial systems, controls, and workflows your next stage of growth requires.

  • HR, Payroll, and Compliance Support: Handbooks, onboarding, and California-compliant HR: the back office handled, via Embrace Operations.

  • Growth, Financing, and Exit Readiness: Diligence-ready books and modeling for a raise, an acquisition, or an eventual sale.

 

 
“We needed someone who understood nonprofits — the way we track grants, report to our board, and think about our mission alongside our money. The Embrace team didn’t just do our books. They made us feel like we finally had a financial partner.”
— Executive Director, Santa Barbara Nonprofit [Placeholder]
 

Outgrowing your current setup? Let us build the finance function your next stage needs.