FPG-USA
Project-Based CFO Advisory
Helping Founders, CEOs & Boards Build Stronger Businesses
Remote | Nationwide
From the Bookkeeping Desk to the Boardroom
Since 2008
Intuit Gold ProAdvisor – Enterprise Suite Certified • QBO Level 2 Certified • Client Advisory Services Foundation
6-Week Problem Fix & Alignment Program
6-Week Problem Fix & Alignment Program
Fix What’s Broken. Align for Growth.
A focused, project-based six-week engagement to identify root causes, resolve financial and operational problems, and realign financial systems, reporting, and processes.
Designed for businesses facing financial, operational, reporting, cash flow, compliance, financing, or growth challenges.
📋 Problem Fix & Alignment Program (TOC)
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1️⃣ Initial Diagnostic & Workflow Review
2️⃣ Core Financial System Repairs
3️⃣ Chart of Accounts Optimization
4️⃣ Transaction & Reconciliation Alignment
5️⃣ Reporting & Dashboard Standardization
6️⃣ Handoff Plan & Ongoing Strategy
Program Overview
1️⃣ Initial Diagnostic & Workflow Review
In Week 1, we perform a rapid assessment of your QuickBooks setup, workflows, and financial data systems to uncover misalignments, errors, and process gaps.
2️⃣ Core Financial System Repairs
In Weeks 2–3, we repair critical system issues: transaction misclassifications, balance discrepancies, broken links, and structural errors that lead to bad data.
3️⃣ Chart of Accounts Optimization
In Week 4, we restructure your Chart of Accounts to reflect your operations properly—improving clarity, compliance, and future reporting.
4️⃣ Transaction & Reconciliation Alignment
In Week 5, we reconcile bank accounts, credit cards, and vendor payments—closing historical gaps and ensuring your books reflect reality.
5️⃣ Reporting & Dashboard Standardization
In Week 6, we establish standardized reporting, dashboards, and KPI tracking—so you can monitor financial health in real-time and make smarter decisions.
6️⃣ Handoff Plan & Ongoing Strategy
At the end of the program, we provide a handoff report summarizing your aligned systems and financial workflows. We also offer optional transition support, including:
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Monthly Bookkeeping
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Monthly Accounting (with closeouts & reporting)
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Fractional CFO Advisory
This ensures your financial systems stay aligned—and your business continues to run smoothly.
👉Ready to Fix the Problems and Align for Profitable Growth?
Whether you need a clean set of books, monthly support, or strategic CFO guidance, FPG‑USA is ready to help.
Let’s talk about how we can streamline your finances and grow your profits—without adding in-house overhead.
📞 Schedule Your Free Fix & Align Call ›
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