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Services We Offer

✨ Financial Services That Drive Profit, Clarity & Control

At FPG‑USA, we deliver more than bookkeeping. We provide the financial systems, cleanup, and strategic advisory that help businesses grow—profitably, sustainably, and with less stress.

 

Whether you're catching up, cleaning up, or planning your next stage of growth, our services are built to give you cleaner books, smarter strategy, and stronger profits.

👉 Schedule your free strategy call ›

— Richard Kahn, Founder & CFO, FPG‑USA

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What We Mean by "Financial Services"

✨ Financial Services That Drive Profit, Clarity & Control

What We Mean by "Financial Services" at FPG‑USA

🔍 For many visitors, “Financial Services” can mean banking, insurance, lending—even investments.

While many businesses associate financial services with bookkeeping alone, the greatest value comes from understanding and using your financials to guide decisions.

 

At FPG-USA, our Financial Services encompass the full spectrum of financial support your business needs—often working alongside your existing bookkeeping or accounting team to provide structure, oversight, and financial leadership.

• CFO Advisory: Strategic planning, KPI tracking, cash flow modeling, forecasting, and operational guidance

• Accounting: Financial reporting, insight analysis, and audit-ready records

• Bookkeeping: Transaction categorization and reconciliations

We are not a bank or investment provider—we are your financial operations partner, helping you turn financial data into clear decisions and profitable growth.

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Strategic Financial Guidance
1. Advisory Board Services

Strategic Financial Guidance

All ongoing accounting and advisory work begins with a cleanup or diagnostic phase to ensure your financial data is accurate and reliable."Not sure whether you need bookkeeping, accounting, advisory or all three? Take our self-assessment >"

1️⃣ Advisory Board Services

Independent Financial Perspective at the Decision-Making Level

Our Advisory Board Services are designed for business owners making important financial and strategic decisions who want experienced financial insight at the highest level—without the cost or structure of a formal board of directors.

We work alongside ownership, leadership teams, and existing advisors to bring clarity, challenge assumptions, and support better decision-making.

🎯 Where This Fits

This service is ideal when:

  • You are evaluating important financial or strategic decisions

  • You want an experienced financial sounding board

  • You need clarity before committing to a direction

  • Multiple stakeholders (partners, attorneys, investors) are involved

🔍 How We Contribute

We focus on:

  • Interpreting financials in the context of decisions

  • Identifying risks and opportunities

  • Evaluating options and trade-offs

  • Bringing a forensic-level understanding of financial impact

⚖️ A Different Level of Support

This is not bookkeeping or routine accounting.

It is high-level financial involvement designed to improve decision-making and long-term outcomes.

👉 Learn more: Advisory Board Services

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2️⃣ 🧠 Fractional CFO Advisory Services

Ongoing Financial Leadership Without a Full-Time CFO

Our Fractional CFO Advisory Services provide ongoing financial leadership and guidance for businesses that need more than accounting—but aren’t ready for a full-time CFO.

We often work alongside your existing accounting or bookkeeping team—providing structure, oversight, and financial leadership rather than replacing internal resources.

This includes:

  • Improve visibility into financial performance

  • Develop forecasts, budgets, and cash flow planning

  • Identify opportunities to increase profitability

  • Support better, faster decision-making

🎯 Where This Fits

This service is ideal when:

  • You want ongoing financial insight—not just reports

  • You need help planning, forecasting, or managing growth

  • You want a financial partner involved in key decisions

🔍 How We Work

We focus on:

  • Turning financial data into actionable insight

  • Monitoring performance and key metrics

  • Providing structured, ongoing financial guidance

⚖️ Positioned Between Accounting and Advisory Board

Fractional CFO Advisory serves as the bridge between structured accounting and high-level Advisory Board involvement—providing consistent financial leadership as your business grows.

👉 Learn more: Fractional CFO Services

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One-Time Cleanup & Diagnostic Services
2. Fractional CFO Advisory Services
4. QuickBooks Online Diagnostic Audit
5. Catch-Up & Prior-Year Bookkeeping
6. QuickBooks Online Cleanup Services
3. QuickBooks Online Health Check
7. 6-Week Financial Fix & Alignment Program
8. Monthly Accounting Services
10. FIRPTArefunds Advisory
Schedule
9. Monthly QuickBooks Online Bookkeeping

⚙️ One-Time Cleanup & Diagnostic Services

All ongoing accounting and advisory work begins with a cleanup or diagnostic phase to ensure your financial data is accurate and reliable.


These services are designed to correct, organize, and stabilize your financial data—forming the foundation for reliable reporting and better decision-making.

3️⃣❤️‍🩹QuickBooks Online Health Check
Fast, surface-level scan of your QBO file to identify issues and red flags.

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4️⃣ 🔍 QuickBooks Online Diagnostic Audit
A deeper analysis of historical data, errors, and setup problems.

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5️⃣ 🕰️ Catch-Up & Prior-Year Bookkeeping

We reconstruct financials and close the gap — from months to years behind.​

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6️⃣ 🧹 QuickBooks Online Cleanup Services
We restore accuracy, correct misclassifications, and reconcile accounts.

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7️⃣ 🛠️ 6-Week Financial Fix & Alignment Program
Intensive support to repair broken workflows and get your financial systems back on track fast.

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♾️ Accounting & Financial Reporting

These services ensure your financials are consistently accurate, timely, and structured to support informed decision-making.

 

 

8️⃣ 📈 Monthly Accounting Services
Includes monthly closeouts, financial reporting, and KPI tracking.

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9️⃣ 🗓️Monthly QuickBooks Online Bookkeeping Services
Timely categorization, reconciliations, and reporting every month.

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🌍 Specialized Compliance Services

Expert handling of niche tax and compliance matters requiring precision and experience.

 

🔟🌐 FIRPTArefunds Advisory
We guide foreign sellers, agents, and closing teams through the FIRPTA tax process from withholding to refund.

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👉 Ready to Take Control of Your Financial Strategy?

Whether you need cleanup, accounting structure, or high-level financial guidance, we’ll help you determine the right next step based on your situation.

📞 Schedule Your Free Strategy Call ›

🔍 Not sure where to start?

👉 Take our Strategic Self-Assessment >

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Ph:  417-862-4710
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