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Our Services

We provide flexible outsourced accounting, tax, and fractional CFO services built for startups, growing businesses, and founder-led companies. Whether you need full-service financial support or want to select a few services a-la-carte, we tailor solutions to match your stage, budget, and goals. From bookkeeping and tax compliance to CFO strategy and investor reporting, we deliver the financial clarity you need to grow with confidence.

1

Bookkeeping

  • Accrual Basis Accounting

  • Journal Entry Preparation

  • Bank & Credit Card Reconciliations

  • Complex Reconciliations

  • Intercompany Transaction 

  • Accounts Payable (AP) 

  • Accounts Receivable (AR) 

  • Inventory Tracking & Management

  • Payroll Processing

  • Fixed Asset Accounting

  • Lease Accounting

  • Month-End Close & Financial Statements

  • Revenue Recognition (ASC 606)

  • ERP Implementation & Optimization

2

Tax Services

  • Federal & State Income Tax Returns (Form 1120)

  • Partnership & LLC Returns (Form 1065)

  • Sales & Use Tax Returns

  • Payroll Tax Filings (Forms 941, W-2, W-3)

  • Vendor & Contractor Withholding (1099)

  • Property Tax Filings

  • Excise Tax Returns

  • International Tax Filings & Reporting

  • R&D Tax Credit Support

  • Nexus & Multi-State Tax Analysis

  • Corporate Structure & Reorganization Support

  • General Tax Advisory & Planning

3

CFO Services

  • Budgeting & Forecasting

  • Strategic Planning

  • Working Capital Optimization

  • Treasury Management

  • Expense Management & Cost Controls

  • KPI Development & Financial Dashboards

  • Cash Flow Modeling & Analysis, including Runway

  • Pricing Strategy & Unit Economics

  • Competitive & Market Analysis

  • Financial Due Diligence

  • Benchmarking & Industry Metrics

  • Capital Planning

  • Debt & Equity Financing Support

  • M&A Analysis and Transaction Support

4

Investor Reporting

  • Monthly, Quarterly & Annual Investor Reports

  • Board-Ready Financial Presentations

  • KPI, Cohort, and Growth Metrics Reporting

  • Fundraising Communications

  • Custom Dashboards & Metrics (LTV, CAC, Burn, Runway, etc.)

  • Cap Table Review & Support

  • Investor Update Strategy & Drafting

5

Project Services

  • Unit Economics Deep Dive

  • Runway & Cash Flow Forecast

  • Monthly Reporting System Buildout

  • Pricing & Packaging Strategy

  • Finance Cleanup (FP&A Reset)

  • Accounting Cleanup

  • Multi-Location Expansion Model

  • Investor Readiness Pack

  • SaaS Metrics Architecture

  • CPG Margin & Inventory Optimization 

  • M&A Lite Financial Diligence

  • Finance Tech Stack Setup

  • KPI Framework Setup

  • Loan Underwriting review

6

Custom Services

Not every financial challenge fits neatly into a predefined service box. Finzanza’s Custom Services are designed for founders and operators facing unique, complex, or time-sensitive financial needs.

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We build bespoke financial solutions tailored to your business model, growth stage, and strategic objectives—whether that’s a one-off analysis, a short-term engagement, or a highly specialized project that blends finance, operations, and strategy.

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