What is a business finance and accounting consultant?

A business finance and accounting consultant provides expert guidance on managing your business finances, improving bookkeeping systems, and planning for sustainable growth. At My Finance Dept, we help you understand your numbers, create budgets, forecast cash flow, and work directly with your CPA on tax compliance.

Who is My Finance Dept best suited for?

We work primarily with solo entrepreneurs, freelancers, and small business owners who are ready to move beyond DIY spreadsheets or basic bookkeeping software. If your business is growing and you want professional financial guidance without hiring a full-time team, we can help.

Do you offer bookkeeping services?

Yes. We provide professional bookkeeping, including transaction categorization, bank and credit card reconciliation, and month-end financial reporting. We also ensure your books are accurate and ready for your CPA at tax time.

Can you help me prepare for taxes?

Absolutely. While we don’t file taxes directly, we work alongside your CPA to ensure your books are accurate, complete, and compliant. We also provide reports and documentation to make the tax filing process smooth and stress-free.

Will you help me create a budget and financial forecast?

Yes. We specialize in building budgets and cash flow forecasts so you can clearly see where your business is headed. This allows you to plan for expenses, identify growth opportunities, and make informed financial decisions.

Do you work with businesses in specific industries?

We work with a variety of industries, including creative services, consulting, hospitality, e-commerce, and more. Whether you’re a solo consultant or running a small multi-location business, our services are tailored to your unique needs.

Can you help me transition from DIY bookkeeping?

Definitely. We help business owners move from self-managed spreadsheets or basic accounting setups into a fully organized, professionally managed system. This often includes setting up or optimizing software like QuickBooks Online and ensuring all past transactions are accurate

How often will I receive financial reports?

You’ll receive clear, easy-to-read financial reports (profit and loss, balance sheet, and cash flow statement) on a monthly basis. We’ll also walk you through the numbers so you know exactly how your business is performing.

What makes My Finance Dept different from hiring a traditional bookkeeper and CPA?

We don’t just record transactions — we act as your outsourced business finance partner. You’ll get bookkeeping, financial analysis, growth planning, and CPA coordination all in one service, designed specifically for small business needs

How do I get started?

Simply reach out through our contact page to schedule a consultation. We’ll discuss your current setup, your goals, and how we can tailor our services to get your business finances running smoothly.