In-house fit
Daily office admin, cash handling, physical paperwork, same-day customer or vendor coordination, and work that requires someone on site.
Northline Books & Owner Finance
Northline helps small businesses turn messy books, month-end tasks, and owner reporting into a scoped remote finance support plan without adding payroll, benefits, HR, or another office seat.
Request a remote finance fit reviewDaily office admin, cash handling, physical paperwork, same-day customer or vendor coordination, and work that requires someone on site.
Bookkeeping cleanup, reconciliations, month-end checklists, owner reports, cash timing, budget-versus-actual, and controller-readiness after the books are reliable.
A practical read on whether the work belongs in a job posting, a cleanup project, recurring remote support, or your CPA/controller lane.
Messy QuickBooks, Xero, bank, card, and PDF records reviewed so the next cleanup step is obvious.
Unreconciled bank and card activity, missing statements, duplicate entries, and owner charges separated from guesswork.
Budgeting, forecasting, cash-flow, and FP&A views after the records are clean enough to support them.
Which months have bank, card, loan, payroll, and sales records available enough to review.
Where reports stop matching source records, where duplicate activity may exist, and where owner input is needed.
A short path from messy records to usable reports before anyone tries forecasting or budget-versus-actual work.