Finive Service

Superfine books for growing businesses

Finive manages your books to provide a precise, accurate view of your business so that you can make the best decisions to take it forward.

Why growing businesses choose Finive to keep their books.

Superb Accuracy

Timely and accurate financials lead to meaningful business decisions. Finive is designed specifically for this purpose.

Finance Partner

Get a finance expert dedicated to your business. Beyond managing your books, we help you understand your cash flow, offer financial best practices, and more.

Customized Services

Need a custom financial report, a custom software integration built between QuickBooks and other systems you use, or international suppliers? Our team of experts is ready to support you no matter where your business grows.

Time to Focus on Your Business

Realize tremendous savings and scalability with actionable business insights.  Combine your books with analytics to drive business results.

Built for Growing Businesses

With accrual basis financials and analytical reporting, we are built for growing businesses. We integrate with hundreds of tools like Shopify, Salesforce, and WooCommerce.

Unlimited Support

Need help or have a question about your financials, or any of the Finive’s services or reporting? You’re only a few clicks from an answer.

You get a dedicated Controller and reporting that keeps you focused to win.

Included with Finive Books

  • Dedicated finance expert

  • Reporting and oversight of month-end closings

  • Month-end close review by phone

  • Accrual basis financials

  • Payroll and balance sheet reconciliations

  • Chart of accounts maintenance & support

  • Vendor tracking and documentation

  • Annual 1099 preparation

  • Coordinating with your CPA or tax adviser

  • P&L, balance sheet, cash flow statements

  • Four financial accounts included (bank, credit cards, payment processors)

  • Five special transactions including bills, invoices, checks and reimbursements (monthly)

Additional services available if you need

  • Deferred revenue tracking & SAAS revenue recognition

  • Billable expenses

  • Support for GL classes, departments, or locations

  • Fixed asset support

  • Sales and use tax filing for five states/jurisdictions

  • Comprehensive AR/AP tracking

  • Payroll processing

  • Advanced revenue recognition

  • Sales commissions tracking, payment & reporting

  • Multiple entity support

  • Catch-Up and clean up

  • Multiple currency support

  • Foreign banking management

  • Supporting schedules beyond deferred revenue, depreciation, amortization, and prepaid expenses

  • Procure & manage commercial insurance

  • Inventory, WIP, and job cost tracking & management

Getting Started Is Easy

Finive can start working on your books quickly and easily. We do a simple on-boarding call to review your needs and secure access to your data. From there we integrate your transactions and begin producing the financial insights you need to grow your business. You can request additional services anytime.

Get Started

Businesses we Love

  • Startups

  • Hardware Based Tech

  • Specialized Manufacturing

  • Healthcare Providers

You Can Expect

Standard Processing

We identify opportunities to streamline your company’s financial processes and tools.

Team Participation

We coordinate with your tax preparers or outside CFO services.

Knowledge Share

We have seen lots of business with similar challenges and will help connect you to people who can help.

Love the business

It is your business and we will love it as much as you do.

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Forecast

Plan so you never run out of cash and have enough cash to fund your growth. 

Budgets

Turn your business plan into an actionable budget that we use to measure your performance so you stay on target to achieve your goal.  

Analysis

We make you smarter by showing you how your operations are impacting your financials.  

Financial Apps & Tools

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Forecasting Guide

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FCF.is

Free Cash Flow Is  | Helping you understand cash flow and become a cash flow winner

Cash Performance Report

Translating EBITDA into Cash Flow Performance to fuel growth.

Understanding the cash flow activity of the organization creates insights to drive results. The cash performance report creates a clear cash flow picture of the organization by merging the Income Statement and Statement of Cash Flows. 

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Three Things Your Budget Must Have

Key elements of a successful budget for a growing business.

Many organizations are starting to think about the 2021 budget cycle. Before you get too far in the planning consider these three elements to produce a quality budget.

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Why Your Business Needs Cash Flow Forecasting

Regular cash flow forecasting is an essential part of strategic planning to fuel growth.

A regular cash flow forecasting routine is a catalyst to achieve your growth goals. The forecasting process will force you to do the mental exercise of working ON your business instead of merely IN it. 

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Evaluate Performance and Drive Success with KPIs

An introduction creating KPIs for behavior gains in your business.

Business leaders are often seeking ways to find a higher tier of growth and motivate the team to achieve more than they thought possible. We discuss performance with other words, such as targets and objectives. 

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