Solutions
It is time to worry less about money and concentrate on building your business.
When you work with the Fritz Financial team, we do not just organize your books. We take a full view of your finances and enable you to make informed decisions based on data. When working with us, you will understand your bottom line, achieve lasting profitable growth and create a better work/life balance.
Financial Consulting Services
Financial Accountability
Diagnostic Review
Process Improvement
Historical Entry
Bookkeeping & Accounts Payable
Financial Reporting & Consultation
Collaborate with Your CPA
Financial Consulting Services
Each small business has a long list of financial responsibilities. Paying your bills, covering payroll, reconciling accounts – the list goes on and on. Fritz Financial Solutions delivers an advanced level of financial consulting and bookkeeping services that enable you to be proactive, accurate and on point with your money matters.
Financial Accountability
Fritz Financial Solutions conducts a comprehensive accounting review of bank accounts, credit cards and other assets and liabilities, in order to craft a baseline view of your current financial status.
Diagnostic Review
Whether your small business bookkeeping requires simple cleanup or a complete overhaul, we create a streamlined process that makes reviewing your financial statements and preparing for taxes easy to manage and headache free.
Process Improvement
By examining how you generate, receive and spend money, Fritz Financial Solutions pinpoints opportunities for greater efficiency, cash flow and profitability.
Historical Entry
We go back in time and enter all of your transactions ensuring all income and expenses are documented, ensuring transparency and accuracy in your financial statements.
Bookkeeping & Accounts Payable
Fritz Financial Solutions leverages a number of different technologies to translate whatever’s happening in real life into QuickBooks, whether it’s payroll, paying bills or collecting money from your customers and paying sales tax. These streamlined activities enable us to maintain your financial reports – including profit/loss statements and an accurate balance sheet – so you can show your bank or investor your complete financial profile on demand.
Financial Reporting & Consultation
Fritz Financial Solutions provides a comprehensive view of your current income and expenses. Based on this accurate picture of your financial status, we advise you on making business decisions grounded in your numbers.
Collaborate with Your CPA
People often contact us saying, I need a new accountant. My response is, what kind of accountant? Fritz Financial Solutions leverages QuickBooks and other technologies to create the accurate financial reports needed by your CPA to do your tax return. Clients looking for a “one stop shop” for their day-to-day financial management and bookkeeping in addition to their annual tax return are often disappointed. CPA’s spend hours every year to stay educated on the current tax laws so they they can minimize your tax liability.
They don’t help you manage your business. We’ll help you manage your money and your CPA will ensure you pay the least tax possible on your profits. Let us translate some of those tricky conversations if numbers and finances are not your primary language. Don’t have a CPA? We can recommend one for you!
Financial Consulting Services
Each small business has a long list of financial responsibilities. Paying your bills, covering payroll, reconciling accounts – the list goes on and on. Fritz Financial Solutions delivers an advanced level of financial consulting and bookkeeping services that enable you to be proactive, accurate and on point with your money matters.
Financial Accountability
Fritz Financial Solutions conducts a comprehensive accounting review of bank accounts, credit cards and other assets and liabilities, in order to craft a baseline view of your current financial status.
Diagnostic Review
Whether your small business bookkeeping requires simple cleanup or a complete overhaul, we create a streamlined process that makes reviewing your financial statements and preparing for taxes easy to manage and headache free.
Process Improvement
By examining how you generate, receive and spend money, Fritz Financial Solutions pinpoints opportunities for greater efficiency, cash flow and profitability.
Historical Entry
We go back in time and enter all of your transactions ensuring all income and expenses are documented, ensuring transparency and accuracy in your financial statements
Bookkeeping & Accounts Payable
Fritz Financial Solutions leverages a number of different technologies to translate whatever’s happening in real life into QuickBooks, whether it’s payroll, paying bills or collecting money from your customers and paying sales tax. These streamlined activities enable us to maintain your financial reports – including profit/loss statements and an accurate balance sheet – so you can show your bank or investor your complete financial profile on demand.
Financial Reporting & Consultation
Fritz Financial Solutions provides a comprehensive view of your current income and expenses. Based on this accurate picture of your financial status, we advise you on making business decisions grounded in your numbers.
Collaborate with your CPA
People often contact us saying, I need a new accountant. My response is, what kind of accountant? Fritz Financial Solutions leverages QuickBooks and other technologies to create the accurate financial reports needed by your CPA to do your tax return.
Clients looking for a “one stop shop” for their day-to-day financial management and bookkeeping in addition to their annual tax return are often disappointed. CPA’s spend hours every year to stay educated on the current tax laws so they they can minimize your tax liability. They don’t help you manage your business. We’ll help you manage your money and your CPA will ensure you pay the least tax possible on your profits. Let us translate some of those tricky conversations if numbers and finances are not your primary language. Don’t have a CPA? We can recommend one for you!
Our Technology Partners
Putting you in complete control of your finances.
Walking side-by-side with you on this business journey–we keep all your financial systems organized on an ongoing basis.
With Fritz Financial, our clients experience:
Financial transparency
Understand what is happening with every dollar so it is clear how to move forward with your money. We want your financial reports to be like a photograph of what’s happening with your money in real life.
Financial behavior
Gain the knowledge you need so you can make confident decisions, without guesswork. We’ll help you understand how what you DO with money – how you spend it, collect it, sell or market yourself impacts your profitability.
Relationship-based service
We approach your business as if it were our own and we’re here to stay. Lasting partnerships with our clients are the cornerstone of our success.
Aligned financial team
We collaborate with your CPA and provide the tools that keep everyone on the same page. Our financial reports and process support you in managing your business and empower your team to do their best work. Your CPA will have everything they need to get your tax return done on time.
What solution can Fritz Financial find for you?
Schedule a meeting with Daliah Fritz