Fiscal Fitness Financial Services

Fiscal Fitness

Financial Services

Expertise. Commitment. Value.

About Us

We are a local small business offering financial expertise, commitment, and value while providing flexible, personalized, and cost-effective financial solutions to local business owners.

Qualifications

MBA Accounting Concentration--Texas A & M University
BBA Accounting Major--Memphis State University
Certified Government Finance Officer (CGFO)
Certified QuickBooks Online ProAdvisor
Former IRS Enrolled Agent (EA)
CPA Eligible
Former Adjunct Accounting Professor
CPA firm experience in Tax, Audit, Financial Services, and Consulting
Over 30 years of Accounting experience, most recently as Accounting Manager for an entity with an annual budget of over $102M

Janet Regan, MBA, CGFO

Founder/Managing Member

Complete our Potential Client Assessment today, then let’s discuss how we might assist you and your business.

Services

Bookkeeping

Full-Cycle Accounting

Fractional CFO/Controller

Catch-up/Clean-up

Service Tiers

These are examples of tiered services we offer, and are not all-inclusive. Many clients fall between tiers, or request a combination of services within different tiers. Our services are customizable!

Deluxe

Basic bookkeeping
Categorizing transactions
Reconciling bank accounts, merchant accounts, credit card accounts

Professional

Dedicated Senior Accountant
Full-cycle accounting
Accounts Payable
Accounts Receivable
Payroll
Management financial reporting packages
Consultations
Includes Deluxe tier

Elite

Custom Financial Analysis
1099 filing
Payroll tax filing
Sales tax filing
Fixed Assets
Inventory
Tax liaison
Includes Professional tier

Tier Pricing

Due to the uniqueness of each client’s industry and engagement, our monthly tier pricing is a guide only. Pricing is based on many variables, such as, frequency, volume, and complexity of tasks. Engagement proposals are built to order for each client and based largely on the factors below:

Deluxe