A full internal audit of your QuickBooks Online books. Uncover issues, assess cleanup needs, and receive a roadmap for tax-ready, accurate financials. Top QuickBooks Online "QBO" Diagnostic Audit 🔍 QBO Diagnostic Audit—Know What’s Broken Before It Costs You Your books may look fine at a glance, but hidden issues could be setting you up for: Tax penalties Cash flow surprises Loan application rejections Reporting errors Compliance risks Missed growth opportunities Our QuickBooks Online Diagnostic Audit finds the gaps fast—so you know what’s wrong, how to fix it, and what to prioritize next. It’s the first step before cleanup, catch-up, or advisory service s. 🚀 Ready to Uncover What’s Broken? 👉 Schedule your free QBO Diagnostic Audit strategy call › — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 What’s Included in Your Diagnostic Audit (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ 🧹 Transaction & Categorization Review 2️⃣ 💳 Bank & Credit Card Reconciliation Check 3️⃣ 🗂️ Chart of Accounts Assessment 4️⃣ 🧾 Vendor & Customer List Review 5️⃣ 🔍 Open Items, A/R, A/P & Undeposited Funds Check 6️⃣ ⚙️ Workflow & Setup Review 7️⃣ 📊 Reporting & Dashboard Integrity Check 8️⃣ 🛠️ Summary of Findings & Next Steps 👉 Ready to Take Control of Your Financial Strategy? 🔚 Footer 1. Transaction & Categorization Review 1️⃣ 🧹 Transaction & Categorization Review We review your transactions for: Misclassifications Duplicates Incomplete data entry 🔼 Back to TOC 2️⃣ 💳 Bank & Credit Card Reconciliation Check We verify your accounts are properly reconciled to: Bank statements Credit card statements Payment platforms 🔼 Back to TOC 3️⃣ 🗂️ Chart of Accounts Assessment We check your Chart of Accounts for: Proper structure Relevance to your business model Consistency with reporting goals 🔼 Back to TO C 4️⃣ 🧾 Vendor & Customer List Review We review your lists for: Duplicate entries Missing contact or tax info Integration issues with invoicing and payments 🔼 Back to TOC 5️⃣ 🔍 Open Items, A/R, A/P & Undeposited Funds Check We identify problems with: Uncollected invoices Stale payables Undeposited funds Balance sheet discrepancies 🔼 Back to TOC 6️⃣ ⚙️ Workflow & Setup Review We look for red flags in: User setup App integrations Workflow efficiency 🔼 Back to TOC 7️⃣ 📊 Reporting & Dashboard Integrity Check We confirm your reports are generating correctly and capturing: Accurate P&L Balance Sheet data Cash flow tracking 🔼 Back to TOC 8️⃣ 🛠️ Summary of Findings & Next Steps We provide: A diagnostic report of findings Recommended fixes or cleanup actions Optional ongoing support plan (bookkeeping, accounting, CFO advisory) 🔼 Back to TO C 🚀 Ready to Uncover What’s Broken? 👉 Schedule your QBO Diagnostic Audit call 🔼 Back to TO C 2. Bank & Credit Card Reconciliation Check 3. Chart of Accounts Assessment 4. Vendor & Customer List Review 5. Open Items, A/R, A/P & Undeposited Funds Check 6. Workflow & Setup Review 7. Reporting & Dashboard Integrity Check 8. Summary of Findings & Next Steps Schedule Footer

Learn how remote bookkeeping and CFO advisory services work at FPG-USA. Secure, nationwide support for growing businesses and U.S. tax matters. TOP How Remote Bookkeeping & CFO Advisory Work 🌍 How Does Remote Bookkeeping & CFO Advisory Work? Secure, Professional Financial Services—Without Leaving Your Office At FPG-USA, we provide remote bookkeeping, monthly accounting, and fractional CFO advisory services for clients throughout the U.S. and worldwide for U.S. tax matters. One of the first questions new clients ask is: “How can you handle our bookkeeping, accounting, and financial strategy if you’re not local?” The answer is simple: Technology, security, and a proven process. This guide explains how remote financial services work—and why they’re often safer, faster, and more cost-effective than hiring in-house staff. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 How Does Remote Bookkeeping Work? (TOC) Click a section title to jump — use 🔼 Back to TOC or 🔝 Back to Top 1️⃣ 🔒 Is Remote Financial Management Secure? 2️⃣ 🔗 How Does FPG-USA Access My Books & Data? 3️⃣ 💻 What Software and Tools Are Used? 4️⃣ 🗓️ What Is the Month-to-Month Process? 5️⃣ 🧠 How Does Fractional CFO Advisory Work Remotely? 6️⃣ 🤝 Why Businesses Choose Remote Financial Services with FPG-USA 👉 Schedule a Free Consultation 🔚 Footer 1. Is Remote Financial Management Secure? 2. How Does FPG-USA Access My Books & Data? 3. What Software and Tools Are Used? 4. What Is the Month-to-Month Process? 1️⃣ 🔒 Is Remote Financial Management Secure? Yes—remote bookkeeping, accounting, and CFO services are highly secure when done right. At FPG-USA, we use: Bank-grade encryption Two-factor authentication (2FA) on all platforms Secure document portals (no email attachments for sensitive files) Role-based access controls —you control what we can see and do We follow best practices for data security and confidentiality , whether you’re engaging us for basic bookkeeping or strategic CFO-level advisory. 🔼 Back to TOC 2️⃣ 🔗 How Does FPG-USA Access My Books & Data? We work in cloud-based financial systems, so there’s no need for on-site visits or manual file exchanges. Typical access setup includes: QuickBooks Online —you provide accountant-level access (no bank login required) Online banking feeds connect directly to QBO (no manual data entry) Secure portals for document uploads (receipts, statements, reports) Remote meetings by phone or video for strategy, review, and planning This gives you real-time financial visibility while keeping your data protected. 🔼 Back to TOC 3️⃣ 💻 What Software and Tools Are Used? At FPG-USA, we use: QuickBooks Online (QBO) —for bookkeeping and monthly accounting Online banking feeds —to streamline data entry and reconciliation Receipt and expense management tools (like Dext or Hubdoc, if desired) Financial reporting dashboards and secure portals —for sharing documents and reports IIf your systems aren’t fully set up yet, we’ll help you implement the right tools as part of onboarding. 🔼 Back to TOC 4️⃣ 🗓️ What Is the Month-to-Month Process? . Here’s what a typical month looks like: 1️⃣ Bank and credit card transactions sync automatically to QuickBooks Online. 2️⃣ FPG-USA reviews, categorizes, and reconciles transactions. 3️⃣ We prepare monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow). 4️⃣ You securely upload any additional documents through our portal. 5️⃣ We meet with you for financial review calls or CFO advisory session s based on your service tier. 6️⃣ We support you in planning, forecasting, and strategy—not just recording the past. 🔼 Back to TOC 5️⃣ 🧠 How Does Fractional CFO Advisory Work Remotely? Our Fractional CFO services are fully remote—bringing you executive-level financial guidance without full-time costs. Here’s how remote CFO support works: Monthly or quarterly meetings via online video (Zoom, etc.) or phone Custom financial dashboards and KPIs —delivered electronically Cash flow forecasts and budgeting —shared in real time Strategic financial analysis and scenario planning Lender and investor support calls, if needed You get the benefit of big-picture financial leadership , without adding overhead or office space. 🔼 Back to TOC 5. How Does Fractional CFO Advisory Work Remotely? 6. Why Businesses Choose Remote Financial Services with FPG-USA 6️⃣ 🤝 Why Businesses Choose Remote Financial Services with FPG-USA 🔼 Back to TOC 🚀 Curious how remote bookkeeping and CFO advisory could work for your business? Let’s have a friendly, no-pressure conversation with our CFO. 👉 Schedule Your Free CFO Strategy Call › 🔼 Back to TOC Schedule Footer

FPG-USA delivers reliable monthly accounting services, including bookkeeping, reconciliations, and reporting — powered by QuickBooks Online experts. Monthly QuickBooks Online Accounting Services Top 🎯 Full-Service Monthly Accounting—Accurate, Compliant, and Strategic At FPG‑USA, we provide full-service accounting for small and mid-sized businesses , combining clean, compliant financials with strategic insight. Whether you need basic financial statements or full-cycle accounting , we tailor our support to your business size, complexity, and growth goals—giving you peace of mind, month after month. "Not sure whether you need bookkeeping, accounting, advisory or all three? T ake our self-assessment >" — Richard Kahn, Founder & CFO, FPG‑USA TOC 💻Accounting Services in Detail 1️⃣ 📚 General Ledger Oversight We review and manage your general ledger to ensure clean, balanced books and accurate transaction tracking. 🔼 Back to TOC 2️⃣ 📄 Financial Statement Preparation We provide monthly, quarterly, or annual Profit & Loss, Balance Sheet, and Cash Flow Statements —aligned with GAAP or tax reporting standards . 🔼 Back to TOC 3️⃣ 🔁 Accrual or Cash-Basis Accounting We support both cash and accrual methods, with clear journal entries and adjusting entries as needed for accuracy and compliance. 🔼 Back to TO C 4️⃣ 📥📤 Accounts Payable & Receivable Tracking We monitor payables and receivables to support your working capital and cash flow needs , ensuring timely collections and payments. 🔼 Back to TOC 5️⃣ 🏗️ Fixed Asset & Depreciation Schedules We track your capital assets and apply proper depreciation entries for tax efficiency and accurate financial reporting. 🔼 Back to TOC 6️⃣ 🧾 Payroll Coordination & Posting We work with your payroll provider (or guide you through payroll setup) to ensure accurate posting of wages, payroll taxes, and year-end reports. 🔼 Back to TOC 7️⃣ 💳 Bank & Credit Card Reconciliations We reconcile all accounts regularly to catch errors, prevent duplicates, and maintain financial integrity. 🔼 Back to TOC 8️⃣ 🛡️ Audit-Ready Books & Compliance We keep your financials IRS-ready and lender-friendly , preparing your records for tax filings, audits, or loan reviews. 🔼 Back to TOC 🚀 Let’s Simplify Your Accounting Let’s get your accounting off your plate — and into expert hands. 👉 Schedule a Free Consultation 🔼 Back to TOC 1. General Ledger Oversight 2. Financial Statement Preparation 3. Accrual or Cash-Basis Accounting 4. Accounts Payable & Receivable Tracking 5. Fixed Asset & Depreciation Schedules 6. Payroll Coordination & Posting 7. Bank & Credit Card Reconciliations 8. Audit-Ready Books & Compliance Schedule 📋 Monthly QBO Accounting Services (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ 📚 General Ledger Oversight 2️⃣ 📄 Financial Statement Preparation 3️⃣ 🔁 Accrual or Cash-Basis Accounting 4️⃣ 📥📤 Accounts Payable & Receivable Tracking 5️⃣ 🏗️ Fixed Asset & Depreciation Schedules 6️⃣ 🧾 Payroll Coordination & Posting 7️⃣ 💳 Bank & Credit Card Reconciliations 8️⃣ 🛡️ Audit-Ready Books & Compliance 👉 Schedule a Free Consultation 🔚 Footer Footer

CFO advisory, accounting, and QuickBooks bookkeeping for owner-operators, small fleets, and logistics firms. FPG-USA helps trucking companies improve cash flow, manage expenses, and stay compliant. FPG-USA Financial Services for TRUCKINGCOMPANIES Top 🚚 Trucking Companies Whether you’re an owner-operator or managing a growing fleet, your financials need to keep pace with the road ahead. FPG‑USA supports trucking companies with the clarity, compliance, and strategic insights needed to manage tight margins, rising fuel costs, and seasonal fluctuations. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🚚 Trucking Companies (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Industry-Specific Financial Challenges 2️⃣ Strategic Benefits of Partnering with FPG‑USA 3️⃣ Common Services We Provide to Trucking Companies 4️⃣ Who We Serve: From Owner-Operators to Fleets 5️⃣ See Our Tiered Services Plan for Trucking Companies 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Industry-Specific Financial Challenges Trucking companies face some of the most volatile cost structures in business — from unpredictable fuel prices to maintenance emergencies and long A/R collection cycles. Common financial pain points we help resolve: • Fuel costs and IFTA tracking • Loan and lease structuring for rigs and trailers • Maintenance and depreciation forecasting • Cash flow gaps between delivery and payment • Tax compliance (1099s, per diem, asset depreciation) • Seasonal income swings and overleveraging 🔼 Back to TOC 2️⃣ Strategic Benefits of Partnering with FPG-USA Partnering with us means less stress, more visibility, and financial decisions grounded in facts. Clients benefit from: • Monthly or weekly QuickBooks Online bookkeeping • Cost-per-mile analysis and profitability tracking • Owner draws and loan repayments tracked cleanly • Cash flow forecasting tied to delivery schedules • Forecasting that accounts for fleet expansion • Fuel card integration and expense management 🔼 Back to TOC 3️⃣ Common Services We Provide to Trucking Companies FPG-USA offers both foundational and advanced services, depending on the size and complexity of your operation: • QuickBooks Online setup and support • Monthly categorization, reconciliations, and close • IFTA-friendly expense categorization • Driver payroll or 1099 reconciliation • AP/AR support for brokered contracts • Monthly P&L, balance sheet, and KPI reporting • Optional strategic advisory for fleet-based growth 🔼 Back to TOC 4️⃣ Who We Serve: From Owner-Operators to Fleets We work with: • Solo and husband-wife teams just starting out • Multi-truck businesses looking to scale • Dispatchers and back-office managers • Regional logistics and last-mile providers • Trucking companies with seasonal or contract-based revenue Whether you’re hauling freight nationwide or servicing regional lanes, our financial services grow with yo u. 🔼 Back to TOC 5 5️⃣ See Our Tiered Services Plan for Trucking Companies We’ve developed a tiered services model designed for trucking companies at every stage: • Tier 1: For new or solo operators needing clean books and tax-ready reports • Tier 2: For small fleets with payroll and asset management needs • Tier 3: For growing operations needing CFO-level forecasting, rig financing analysis, and dispatch-related planning 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're reconciling fuel cards, financing new equipment, or planning for growth — we're here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Schedule Footer

Learn what fixed-fee accounting means and how FPG-USA protects your business from billing surprises with clear, predictable pricing. TOP What Are Fixed-Fee Accounting Services? 💵 What Are Fixed-Fee Accounting Services? Transparent Pricing for Smarter Financial Management At FPG-USA, clients often ask: “How do you price your services? Do you bill hourly, or is it fixed?” We believe in simple, transparent pricing—no hourly surprises. That’s why most of our services are delivered on a fixed-fee basis. This guide explains what fixed-fee accounting is, how it works, and why it helps businesses plan smarter without worrying about extra charges. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 What Are Fixed-Fee Accounting Services? (TOC) Click a section title to jump — use 🔼 Back to TOC or 🔝 Back to Top 1️⃣ 🧾 What Does Fixed-Fee Accounting Mean ? 2️⃣ 💸 How Is Fixed-Fee Different from Hourly Billing? 3️⃣ 🧰 What Services Are Typically Fixed-Fee? (With Related Links to Services we Offer.) 4️⃣ 🚫 Why FPG-USA Avoids Surprise Billing 5️⃣ 🤝 How FPG-USA Customizes Fixed-Fee Engagements 👉 Schedule a Free Consultation 🔚 Footer 1. What Does Fixed-Fee Accounting Mean? 2. How Is Fixed-Fee Different from Hourly Billing? 3. What Services Are Typically Fixed-Fee? 4. Why FPG-USA Avoids Surprise Billing 🔼 Back to TOC 3️⃣ 🧰 What Services Are Included in FPG-USA’s Fixed-Fee Model? At FPG-USA, every service we offer is fixed-fee—no hourly rates, no surprise invoices. We structure pricing this way because it gives clients: Predictable monthly or project-based costs Clear written scopes of work The confidence to ask questions without worrying about added fee Our fixed-fee services we offer include: (Click link then use back button to return here.) ⚙️ One-Time Cleanup & Diagnostic Services 1️⃣ ❤️🩹 QuickBooks Online Health Check 2️⃣ 🔍 QuickBooks Online Diagnostic Audit 3️⃣ 🕰️ Catch-Up & Prior-Year Bookkeeping 4️⃣ 🧹 QuickBooks Online Cleanup Services 5️⃣ 🛠️ 6-Week Financial Fix & Alignment Program ♾️ Ongoing Services 6️⃣ 🗓️ Monthly QuickBooks Online Bookkeeping 7️⃣ 📈 Monthly Accounting Services 8️⃣ 🧠 Fractional CFO Advisory Services 🌍 Specialized Compliance Services 9️⃣ 🌐 FIRPTArefunds Advisory 🔼 Back to TOC 4️⃣ 🚫 Why FPG-USA Avoids Surprise Billing Many business owners have experienced: “Clock-watching” service providers Unpredictable invoices Fear of asking questions because the meter is running At FPG-USA, we believe you deserve to: Know the price upfront Have your questions answered without worrying about extra fees Focus on growth, not hourly billing concerns 🔼 Back to TOC 5️⃣ 🤝 How FPG-USA Customizes Fixed-Fee Engagements At FPG-USA, fixed-fee doesn’t mean one-size-fits-all. We customize each engagement based on: Your business size and complexity The services you need Whether your books are current or need cleanup first Here’s How It Works: 1️⃣ We start with a free consultation to learn about your business and goals. 2️⃣ We present 1 to 3 tiers of service plan options— so you can choose the level of support that fits your needs and budget. Each plan clearly defines: The scope of services What’s included vs. optional The fixed monthly or project fee 3️⃣ Once you choose a service level, we formalize everything in a clear, written engagement agreement—no surprises. 4️⃣ We begin working together with full transparency and aligned expectations . Benefits of Tiered Fixed-Fee Plans: Choice: Select the service level that matches your business stage Flexibility: Upgrade or adjust as your business grows Clarity: Know exactly what’s included at each tier—before you commit 🔼 Back to TOC 🚀 Ready to simplify your accounting costs? Let’s have a friendly, no-pressure conversation with our CFO. 👉 Schedule Your Free Strategy Call › 🔼 Back to TOC 5. How FPG-USA Customizes Fixed-Fee Engagements Schedule 1️⃣ 🧾 What Does Fixed-Fee Accounting Mean? Fixed-fee accounting means you pay a set, agreed-upon price for specific services—regardless of the number of hours it takes. This model gives you: Predictable monthly or project-based costs No surprise invoices A clear scope of services in writing It’s not just easier for your budget—it’s a better partnership model. 🔼 Back to TOC 2️⃣ 💸 How Is Fixed-Fee Different from Hourly Billing? Footer

The successful bedrock basis of CFO Advisory services lies in a combination of strategic financial leadership, data-driven insight, and trusted partnership. Here’s a breakdown of the core foundations. Top Bedrock Basis of our CFO Advisory Services 🧱 The Bedrock of CFO Advisory —What Every Business Needs At FPG‑USA, CFO Advisory isn’t just about reports or spreadsheets—it’s about building a stronger financial foundation. We help business owners transform data into strategy, align financial systems with business goals, and create long-term profit plans that actually work. This page outlines the core pillars of our CFO advisory process—the bedrock of sustainable growth, cash flow control, and smarter decision-making. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 The Bedrock of CFO Advisory (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ 🧭 Strategic Financial Roadmapping 2️⃣ 💵 Cash Flow & Liquidity Planning 3️⃣ 📈 Growth & Profitability Alignment 4️⃣ 🛡️ Risk Reduction & Compliance Management 5️⃣ 🧠 Performance Tracking & KPI Development 6️⃣ 🗺️ Exit, Succession, & Long-Term Planning 👉 Schedule a Free Consultation 🔚 Footer 1️⃣ 🧭 Strategic Financial Road Mapping We help you build a clear financial roadmap that connects your current numbers to future goals. From budgeting to scenario planning, we align strategy with execution. 🔼 Back to TOC 2️⃣ 💵 Cash Flow & Liquidity Planning Cash flow is the lifeblood of your business. We monitor, forecast, and manage cash flow cycles and working capital t o ensure you never run short unexpectedly. 🔼 Back to TOC 3️⃣ 📈 Growth & Profitability Alignment We don’t just help you grow—we help you grow profitably . We track margins, optimize pricing, and ensure that growth doesn’t create new financial risks. 🔼 Back to TOC 4️⃣ 🛡️Risk Reduction & Compliance Management We minimize financial risks by tightening controls, reviewing processes, and ensuring tax, audit, and regulatory compliance —reducing exposure before problems arise. 🔼 Back to TOC 5️⃣ 🧠 Performance Tracking & KPI Development We identify the key numbers that drive your business , so you can track progress, spot issues early, and stay focused on what really matters. 🔼 Back to TOC 6️⃣ 🗺️ Exit, Succession, & Long-Term Planning Whether you plan to sell, transition, or build legacy wealth , we help structure the financial side of your exit or succession plan for maximum value and control. 🔼 Back to TO C 🚀 Want to build your business on a stronger financial foundation? 👉 Schedule Your Free CFO Strategy Call 🔼 Back to TOC 1. Strategic Financial Roadmapping 2. Cash Flow & Liquidity Planning 3. Growth & Profitability Alignment 4. Risk Reduction & Compliance Management 5. Performance Tracking & KPI Development 6. Exit, Succession, & Long-Term Planning Schedule Footer

At FPG-USA, client confidentiality comes first. Learn why we don’t publish testimonials or publicize sensitive financial engagements. Why We Don’t Publish Testimonials Top Why We Don’t Publish Testimonials At FPG-USA , confidentiality and integrity are not marketing tactics—they are professional and legal obligations. Our firm provides bookkeeping, accounting, tax preparation, forensic cleanup, and CFO advisory services. These services involve highly sensitive financial data, tax matters, and strategic business decisions. For this reason, we do not publish client testimonials, reviews, or case studies—ever. Doing so could risk client privacy , violate federal guidelines, and create marketing claims that are neither provable nor appropriate in the financial industry. Beyond compliance, we also believe it is intellectually dishonest to ask the public to trust anonymous, unverifiable statements. Social media and websites are filled with testimonials attributed to “first name, last initial” stories making extraordinary claims—without evidence, context, or documentation. At FPG-USA, we respect our clients and prospective clients too much to play that game. We choose transparency and professional ethics over marketing hype. TOC 📌 Quick Navigation: Why We Don’t Publish Testimonials (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 🔒 1️⃣ Client Confidentiality First 🛡️ 2️⃣ Legal and Ethical Non-Disclosure Agreements (NDAs) ⚖️ 3️⃣ IRS Taxpayer Right to Confidentiality 📜 4️⃣ IRS Regulations: IRC §7216 & Circular 230 🔐 5️⃣ Written Information Security Plan (WISP) 🖥️ 6️⃣ Federal Tax Information (FTI) Handling Standards 📶 7️⃣ Secure Web Portal and Mobile Device Policies 📴 8️⃣ Social Media and Review Restrictions 🚫 9️⃣ FTC Final Rule: 16 CFR Part 465—Use of Consumer Reviews 🔍 🔟 Ethical Marketing: No Unverifiable or Anecdotal Claim s 🚀 Let’s Discuss Your Needs—Privately and Securely 🔚 Footer 1. Small to Mid-Sized Businesses 2. Startups & Scale-Ups 🔒 1️⃣ Client Confidentiality First Our clients trust us with sensitive financial, tax, and forensic matters. Publishing testimonials or “success stories” could inadvertently reveal private details about business conditions, tax positions, or compliance matters—even if names are removed. 🔼 Back to TO C 🛡️ 2️⃣ Legal and Ethical Non-Disclosure Agreements (NDAs) All of our client engagements include non-disclosure clauses (NDAs). These agreements prohibit the sharing of client-specific outcomes or experiences, protecting client identities and financial details from public exposure. 🔼 Back to TO C ⚖️ 3️⃣ IRS Taxpayer Right to Confidentiality The IRS Taxpayer Bill of Rights guarantees every taxpayer the right to confidentiality . Your tax and financial information cannot be disclosed to third parties without your specific consent or legal authorization. At FPG-USA, we extend this protection to all services, including bookkeeping, CFO advisory, and tax consulting. 🔼 Back to TO C 📜 4️⃣ IRS Regulations: IRC §7216 & Circular 230 Under IRC §7216 and IRS Circular 230, tax professionals: Cannot use client data to solicit additional services without explicit written consent Must handle all financial and tax-related information under strict confidentiality Publishing client results—even anonymously—could violate these federal regulations . 🔼 Back to TO C 🔐 5️⃣ Written Information Security Plan (WISP) Federal law requires professional tax preparers to maintain a Written Information Security Plan (WISP). Our WISP governs: Data encryption and secure storage Employee access controls and internal protocols Incident response planning and cybersecurity audits This reinforces our policy of not sharing client experiences or marketing financial outcomes. 🔼 Back to TO C 🖥️ 6️⃣ Federal Tax Information (FTI) Handling Standards When handling Federal Tax Information (FTI), the IRS requires additional precautions: Physical security controls and locked storage for printed materials Access logs for any FTI handling Restricted sharing and secure retention procedures These standards further justify our no-testimonials policy —client experiences are protected at the highest level. 🔼 Back to TO C 📶 7️⃣ Secure Web Portal and Mobile Device Policies We use multi-layer security systems for client data, including: End-to-end encryption (HTTPS) Two-factor authentication (2FA) Mobile Device Management (MDM) Annual risk assessments and access audits Disabling features like Bluetooth when not in use 🔼 Back to TO C 📴 8️⃣ Social Media and Review Restrictions The IRS strictly prohibits sharing Federal Tax Information through: Social media Public forums Collaboration tools FPG-USA never shares client results or financial matters via social media, reviews, or endorsements. 🔼 Back to TO C 🚫 9️⃣ FTC Final Rule: 16 CFR Part 465—Use of Consumer Reviews In 2024, the Federal Trade Commission (FTC) issued new regulations governing: Fake or paid reviews (prohibited) Undisclosed insider endorsements (prohibited) Selective suppression of negative feedback (prohibited) Artificial social media influence (prohibited) By refusing to publish testimonials, FPG-USA avoids potential violations of FTC rules while maintaining ethical transparency. 🔼 Back to TOC 🔍 🔟 Ethical Marketing: No Unverifiable or Anecdotal Claims In financial and professional services, testimonial marketing is rarely verifiable . Client outcomes vary based on unique facts, and no firm should imply that future clients will experience similar results. At FPG-USA: We do not make claims we cannot document and prove. We believe it is unethical to promote anecdotal success stories without full context and evidence—doing so misleads the public. Our reputation is built on documented credentials, certifications, and courtroom-proven expertise—not on unverified marketing statements. 🔼 Back to TOC 🚀 Let’s Discuss Your Needs—Privately and Securely If you’re considering working with FPG-USA, let’s have a confidential consultation—no public disclosures, no sales hype, and no marketing claims. 👉 Schedule a Confidential Consultation. 🔼 Back to TOC 3. Professional Services Firms 4. Real Estate Investors & Syndicators 5. E-Commerce & Retail Businesses 6. Foreign-Owned U.S. Entities 7. Stressed or Cleanup Clients Schedule 10. Ethical Marketing: No Unverifiable or Anecdotal Claims 8. Social Media and Review Restrictions 9. FTC Final Rule: 16 CFR Part 465—Use of Consumer Reviews Footer

FPG-USA provides CFO advisory, bookkeeping, and financial reporting for mental health providers — including solo therapists, group practices, and telehealth platforms. Navigate insurance, growth, and compliance with confidence. FPG-USA Financial Services for MENTAL HEALTH PRACTICES Top 🧠 FPG-USA Financial Services for Mental Health Practices Mental health providers face both mission-driven care and complex financial realities — including insurance reimbursements, staff scheduling, and expanding demand for services. Whether you’re a solo therapist, run a multi-clinician group, or manage a growing telehealth platform, FPG-USA helps turn your financial data into clarity, compliance, and growth. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🧠 Mental Health Practices (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Common Business Models 2️⃣ Financial Pain Points in Mental Health 3️⃣ Key Metrics We Track 4️⃣ Systems & Tools We Work With 5️⃣ Our Financial Services for Mental Health 6️⃣ Strategic Use Cases 7️⃣ Outcomes We've Helped Deliver 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Common Business Models • Solo private practices (psychologists, therapists, counselors) • Group practices with 3–30 providers • Clinics offering psychiatry + therapy • Multi-state telehealth platforms • Practices with in-network and private-pay models 🔼 Back to TOC 2️⃣ Financial Pain Points in Mental Health • Low and delayed insurance reimbursements • Tracking clinician hours vs. revenue • Handling 1099 vs. W2 providers • Managing EHR, billing, and accounting silos • Planning for expansion or credentialing changes 🔼 Back to TOC 3️⃣ Key Metrics We Track • Revenue per clinician • No-show and cancellation rates • Gross profit per session • Collections vs. billings ratio • Session utilization (booked vs. capacity) • Reimbursement lag time 🔼 Back to TOC 4️⃣ Systems & Tools We Work With • QuickBooks Online • TherapyNotes, SimplePractice, TheraNest • Stripe, Square, Headway • Gusto, ADP for payroll • EHR–QBO reconciliation tools 🔼 Back to TOC 5 5️⃣ Our Financial Services for Mental Health Practices • Monthly QBO bookkeeping • Reconciliation of EHR/billing platform to bank deposits • Revenue and clinician performance reporting • Provider compensation models • Monthly accounting reports • Optional CFO advisory (cash flow planning, service line expansion, compensation modeling) 🔼 Back to TOC 6️⃣ Strategic Use Cases • Reorganizing clinician compensation for profitability • Forecasting expansion to new states or specialties • Improving collections on underperforming contracts • Modeling full-time vs. part-time staffing needs • Understanding payer mix impact on margins 🔼 Back to TOC 7️⃣ Outcomes We've Helped Deliver • Reduced unbilled sessions and improved reimbursement timelines • Implemented clinician-level dashboards for visibility • Helped group practices scale without financial confusion • Merged EHR data and accounting into one strategic view 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're scaling up, tightening operations, or just trying to understand where the money goes — we're here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Schedule 7 6 Footer

Here are different ways to contact FPG-USA. Ways to Contact Us We are located on the East Coast USA, south of Miami, Florida at the head of the Florida Keys in Homestead. Mailing address; 815 N. Homestead Blvd. PMB 627, Homestead FL 33035 We perform all operations remotely. FPG-USA serves clients nationwide. We offer the following methods of contact: Business phone: 305-508-4231 Email (Best contact method, quick response: RKahn@FPG-USA.com WhatsApp: 786-663-6017 Fax: 305-574-7676 Request Your Free Strategy Call

Explore FPG‑USA’s core services: CFO advisory, QBO bookkeeping, and accounting—built to deliver clarity, compliance, and stronger financial performance. Top 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 TOC 📋 Services We Offer (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top ✨ What We Mean by "Financial Services" at FPG‑USA ⭐ Strategic Financial Guidance 1️⃣ ⭐ Advisory Board Services 2️⃣🧠 Fractional CFO Advisory Services ⚙️ One-Time Cleanup & Diagnostic Services 3️⃣❤️🩹 QuickBooks Online Health Check 4️⃣ 🔍 QuickBooks Online Diagnostic Audit 5️⃣ 🕰️ Catch-Up & Prior-Year Bookkeeping 6️⃣ 🧹 QuickBooks Online Cleanup Services 7️⃣ 🛠️ 6-Week Financial Fix & Alignment Program ♾️ Accounting & Financial Reporting 8️⃣ 📈 Monthly Accounting Services 9️⃣ 🗓️ Monthly QuickBooks Online Bookkeeping 🌍 Specialized Compliance Services 🔟 🌐 FIRPTArefunds Advisory 👉 Ready to Take Control of Your Financial Strategy? 🔚 Footer 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 reconciliation s 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. 🔼 Back to TOC 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 🔼 Back to TOC 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 🔼 Back to TO C 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. 🔼 Back to TO C 4️⃣ 🔍 QuickBooks Online Diagnostic Audi t A deeper analysis of historical data, errors, and setup problems. 🔼 Back to TOC 5️⃣ 🕰️ Catch-Up & Prior-Year Bookkeeping We reconstruct financials and close the gap — from months to years behind. 🔼 Back to TOC 6️⃣ 🧹 QuickBooks Online Cleanup Service s We restore accuracy, correct misclassifications, and reconcile accounts. 🔼 Back to TOC 7️⃣ 🛠️ 6-Week Financial Fix & Alignment Program Intensive support to repair broken workflows and get your financial systems back on track fast. 🔼 Back to TOC ♾️ 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. 🔼 Back to TOC 9️⃣ 🗓️Monthly QuickBooks Online Bookkeeping Services Timely categorization, reconciliations, and reporting every month. 🔼 Back to TOC 🌍 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. 🔼 Back to TOC 👉 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 > 🔼 Back to TOC Footer

Advisory Board Services by FPG-USA provide executive-level financial insight, governance support, and strategic oversight to help business owners make smarter decisions, manage risk, and grow profitably. TOP Advisory Board Services for Businesses 🧠 Advisory Board Services That Strengthen Leadership and Drive Better Decisions In many cases, we work alongside ownership, leadership teams, or existing CFOs to provide independent perspective. At FPG-USA, our Advisory Board Services provide independent, executive-level financial oversight to help business owners make better decisions, reduce risk, and guide long-term strategy—without the cost or formality of a traditional board of directors. Whether you're scaling, restructuring, preparing for a transaction, or simply want seasoned perspective at the table, we bring a forensic-level understanding of financials and risk to every discussion. This service is designed for business owners who want experienced financial perspective at the decision-making level—not just execution support. “Strong businesses don’t just execute—they evaluate, challenge, and refine their strategy continuously. We serve as a financial sounding board at the highest level of decision-making” — Richard Kahn, Founder & CFO, FPG‑USA "Not sure if Advisory Board support is right for your stage? 👉 Schedule Your Free CFO Strategy Call › 👉 T ake our Strategic Self-Assessment > Determine whether you need CFO Advisory, board-level guidance, or foundational support. TOC 📋 Fractional CFO Advisory Services (TOC) Click a section title to jump — use 🔼 Back to TOC or 🔝 Back to Top 1️⃣ 🎯 What Advisory Board Services Include 2️⃣ 🧩 When an Advisory Board Makes Sense 3️⃣ 🧠 How We Add Value at the Board Level 4️⃣ ⚖️ Advisory Board vs Fractional CFO vs CFO Advisory 5️⃣ 📊 Typical Engagement Structure 6️⃣ 🔍 Forensic-Level Insight & Risk Oversight 7️⃣ 🤝 Who This Is Best Suited For 8️⃣ 🚀 Getting Started 🔚 Footer 1️⃣ 🎯 What Advisory Board Services Include Our Advisory Board Services are designed to provide ongoing strategic guidance and independent oversight , without operational involvement. We participate as a trusted advisor in structured sessions to: Review financial performance and key metrics Evaluate strategic initiatives and growth plans Identify financial risks and blind spots Provide objective, third-party perspective Support major decisions (expansion, hiring, capital allocation) Improve leadership accountability and discipline This is not day-to-day management—this is high-level guidance that elevates decision-making . 🔼 Back to TO C 2️⃣ 🧩 When an Advisory Board Makes Sense Advisory Boards are most valuable when: You’ve outgrown informal decision-making Revenue is scaling and complexity is increasing You’re preparing for a sale, acquisition, or capital raise You want accountability and structured strategic review You lack experienced financial leadership at the ownership level You want to reduce risk in major decisions Many business owners reach a point where they need a sounding board—not just execution support . This service is not d esigned for early-stage businesses that primarily need bookkeeping or basic financial setup. 🔼 Back to TOC 3️⃣ 🧠How We Add Value at the Board Level FPG-USA brings a unique combination of: Fractional CFO expertise Forensic financial analysis Real-world transaction experience Litigation and regulatory insight We don’t just “review numbers”—we: Ask the questions others don’t Identify risks others miss Challenge assumptions constructively Translate financial data into strategic clarity Many clients begin with CFO Advisory or Fractional CFO services and transition into an Advisory Board structure as their business matures. 🔼 Back to TOC 4️⃣ ⚖️Advisory Board vs Fractional CFO vs CFO Advisory Understanding the distinction helps you choose the right level of support: Advisory Board Periodic, structured strategic oversight Independent perspective No operational execution Fractional CFO Active involvement in financial leadership External representation (banks, investors, etc.) Ongoing execution and oversight CFO Advisory Strategic guidance provided directly to ownership No third-party representation Flexible, less formal structure Many clients begin with CFO Advisory or Fractional CFO services and transition into an Advisory Board structure as their business matures. 🔼 Back to TOC 1. What Advisory Board Services Include 2. When an Advisory Board Makes Sense 3. How We Add Value at the Board Level 4. Advisory Board vs Fractional CFO vs CFO Advisory 5. Typical Engagement Structure 6. Forensic-Level Insight & Risk Oversight 7. Who This Is Best Suited For 8. Getting Started 5️⃣ 📊 Typical Engagement Structure Advisory Board engagements are typically: Monthly or quarterly meetings Pre-meeting financial review and analysis Structured agenda and discussion topics Post-meeting summaries and action points Flexible formats include: Virtual sessions In-person meetings (when appropriate) Integration with internal leadership teams The goal is to create consistent, high-value strategic checkpoint s. 🔼 Back to TOC 6️⃣ 🔍Forensic-Level Insight & Risk Oversight This is where FPG-USA stands apart. Our background in forensic accounting and regulatory work allows us to: Identify financial inconsistencies early Evaluate exposure to compliance and tax risks Strengthen defensibility of financial reporting Support decisions with audit-ready analysis This is especially valuable in situations involving regulatory exposure, complex transactions, partner disputes, or litigation-sensitive financial matters. 🔼 Back to TOC 7️⃣ 🤝 Who This Is Best Suited For Advisory Board Services are ideal for: Established small to mid-sized businesses Owner-led companies transitioning to structured growth Companies preparing for exit or capital events Firms with multiple stakeholders or partners Businesses seeking accountability and strategic discipline If you’ve ever thought, “I need experienced eyes on this before I make a decision,” this service is for you. 🔼 Back to TOC 8️⃣ 🚀 Getting Started We begin with a conversation to understand: Your current stage and goals Key challenges and risks Existing financial infrastructure Leadership and decision-making structure From there, we design a custom advisory framework aligned with your needs. Not sure if Advisory Board support is right for your current stage? 👉 Schedule Your Free CFO Strategy Call › Speak directly with us to review your situation and next steps. OR 👉 Take our Strategic Self-Assessment > Evaluate whether you need CFO Advisory, board-level guidance, or foundational support. 🔼 Back to TOC Footer

FPG-USA provides SaaS founders with expert financial services — QBO bookkeeping, monthly accounting, and CFO advisory. Focus on growth, we’ll handle the numbers. FPG-USA Financial Services for SaaS COMPANIES Top 💻 SaaS (Software as a Service) Companies You focus on product, users, and scale. We focus on cash flow, metrics, and financial clarity. At FPG-USA, we support SaaS founders through every growth stage — from startup through Series A and beyond. Our services are designed to deliver actionable insight, clean books, and strategic visibility so you can make smarter decisions with investor-grade financials. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 💻SaaS Companies (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Introduction 2️⃣ Why SaaS Finances Are Unique 3️⃣ How FPG-USA Helps SaaS Founders 4️⃣ When to Engage Us 5️⃣ Sample Monthly Services Scope 6️⃣ Metrics & KPIs We Track 7️⃣ Tech Stack & Integrations 8️⃣ See Our Tiered Services Plan 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Introduction Software-as-a-Service businesses live and die by metrics, burn rate, and recurring revenue. Whether you're pre-revenue, scaling with a subscription base, or preparing for due diligence — your financial backend must be precise, timely, and growth-ready. FPG-USA equips SaaS leaders with the structure and visibility to grow with confidence. 🔼 Back to TOC 2️⃣ Why SaaS Finances Are Unique • Deferred revenue and subscription modeling • CAC, churn, and LTV tracking • Capital raises and investor reporting • R&D expense allocations • Burn rate management and cash runway • Accrual vs. cash complexities for MRR/ARR clarity (Monthly/Annual Recurring Revenue) 🔼 Back to TOC 3️⃣ How FPG-USA Helps SaaS Founders • QuickBooks Online setup and SaaS-specific chart of accounts • Subscription revenue tracking • Monthly reporting (MRR, ARR, burn rate, etc.) • Strategic CFO advisory for funding rounds • Financial modeling for growth and runway • Forecasting cash flow based on pipeline and churn • Integration with Stripe, Chargebee, Gusto, and more 🔼 Back to TOC 4️⃣ When to Engage Us • You're preparing for seed or Series A funding • You’ve outgrown your spreadsheet-based tracking • Revenue is scaling but costs aren’t clear • You’re merging finance ops after an acquisition • Investors want standardized reports or budget forecasts 🔼 Back to TOC 5 5️⃣ Sample Monthly Services Scope • Bank, credit card, and Stripe reconciliations • Categorization of revenue by product/tier • Founder draw tracking and expense reimbursements • Deferred revenue schedule management • Monthly reporting with investor-grade metrics • Cash burn and 12-month forecast • Quarterly board reporting available (add-on) 🔼 Back to TOC 6️⃣ Metrics & KPIs We Track • MRR / ARR (Monthly/Annual Recurring Revenue) • Churn and retention rates • CAC (Customer Acquisition Cost) and LTV (Lifetime Value) • Runway and cash burn • Active users, seats, or licenses • Revenue by product or plan • Contribution margin • Fundraising readiness metrics 🔼 Back to TOC 7️⃣ Tech Stack & Integrations • QuickBooks Online • Stripe, Chargebee, Recurly • Gusto, Deel, Rippling • Notion, Slack, ClickUp for dashboard delivery • Custom integrations available for platforms and internal tools 🔼 Back to TOC 8️⃣ See Our Tiered Services Plan Whether you're still building your MVP (Minimum Viable Product) or scaling past $3M ARR (Annual Recurring Revenue), our SaaS financial support scales with you. 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're optimizing food cost, preparing to scale, or just need clarity in your books — we’re here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Schedule 7 6 8 Footer