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Streamline Your Finances, Grow Your Business

Bookkeeping and advisory services tailored to your unique business needs

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Your Financial Back Office

At The Matulich Group, we take the day-to-day financial tasks off your plate, so you can focus on running and growing your business. 

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Boost Accuracy

We’ll handle your books with precision, delivering accurate, reliable financial data to support smarter decisions.

Easily Scale

We’ll scale our services to meet your changing needs without the hassle of hiring or training new staff.

Focus on Growth

You’ll have more time to focus on building your business while we manage the financial details.

Roadmap Tools

Strategic Goal 
Setting

Be confident that your business goals are aligned with financial expectations.  We partner with you to create a roadmap for financial success that ensures that your goals are achievable and financially sustainable.

Monthly Financial Review

Be Informed on how operational execution drives financial results.  Our CFO leadership meetings improve financial acumen and focus on what your business should start, stop, and continue doing.

Cashflow Projections

Be aware of how short and mid-term decisions can impact cashflow.  Our cashflow forecasting tool and coaching allows you to anticipate future financial fluctuations and maintain stable liquidity.

Forecasting & Budget Management

Be smart and develop a forecast that aligns with your company’s strategic goals.  Our understanding of your goals  aids in the development of a budget that focuses on resource planning, revenue growth, and scenario planning.

KPI Tracking

Be educated and make data-informed decisions.  We identify and monitor key performance indicators (KPIs) so that you do not have to make business decisions based on a gut feeling.

SOP Reviews and Documentation

Be responsible by managing current and future risks.  We help streamline operations and establish efficient, repeatable and documented processes that uphold the highest standards of quality and productivity for your business.

Bookkeeping Packages

Basic

  • Weekly Transaction Coding
  • Monthly Account Reconciliations
  • Financial Statements
  • Chart of Accounts Maintenance

Essentials

  • Everything from the Basic Plan
  • Job or Segment Costing
  • AP and AR Management
  • Monthly Finance Package & Analysis

Growth

  • Everything from the Essentials Plan
  • Annual Strategic Planning and Budgeting
  • Monthly CFO Report & Video Call
  • Cash Flow Forecasting

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