Sun Soul Financial
Home
Overview
About
Services
Pricing
Contact
Sun Soul Financial
Home
Overview
About
Services
Pricing
Contact
More
  • Home
  • Overview
  • About
  • Services
  • Pricing
  • Contact

  • Home
  • Overview
  • About
  • Services
  • Pricing
  • Contact

Our Services

 We offer a full financial operations stack designed specifically for your businesses 

Bookkeeping System Setup

Perfect for businesses needing a clean foundation and who are behind and overwhelmed

 

Includes:

  •  Monthly transaction categorization
     
  • Job costing setup
     
  • QuickBooks setup or cleanup
     
  • Bank feed optimization
     
  •  P&L and Balance Sheet delivery
     
  • Expense categorization automation
     

Outcome: You get organized, accurate, audit-ready books.


Fractional CFO Advisory

Perfect for growing businesses that want clarity and control of their finances.

 

CFO Advisory Includes:

  • Profit strategy
     
  • Cash flow forecasting
     
  • Pricing + margin optimization
     
  • Hiring & capacity planning
     
  • Budgeting
     
  • Loan readiness
     
  • Scenario analysis
     
  • Break-even and growth modeling
     

Outcome: You grow with confidence and data—not guesswork.


Full Growth Partnership

Our highest-level offering perfect for business owners who want long-term financial transformation and full financial leadership support.

 

Includes everything in Bookkeeping + CFO PLUS:

  • Weekly leadership calls
     
  • Unlimited email support
     
  • AI-powered dashboards
     
  • SOP development
     
  • Back-office automation
     
  • AR/AP process management
     
  • Payroll advisory
     

Outcome: A finance department at a fraction of the cost.

Add a footnote if this applies to your business

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