SERVICES

From financial records
to informed action.

Three connected areas of support. A scope built around your business’s needs, with clear deliverables and responsibilities.

01 / Bookkeeping

A dependable foundation for your numbers.

For owners who want organized records and a consistent view of monthly financial activity.

What your engagement can include

  • Transaction categorization and review
  • Bank and credit-card reconciliations
  • Accounts receivable and payable tracking
  • Monthly balance sheet and profit-and-loss reporting
  • Cleanup assessment and an agreed plan for outstanding records

02 / CFO advisory

Understand the story behind the reports.

For owners who need a forward-looking view of cash, budgets, and financial performance.

What your engagement can include

  • Cash-flow forecasting and cash runway analysis
  • Budget development and actual-versus-budget reviews
  • Scenario planning based on documented assumptions
  • Management reporting and agreed performance indicators
  • Recurring financial review meetings and action tracking

03 / Corporate governance advisory

Give decisions a clear record—and a next step.

For owners who want more organized management meetings, responsibilities, and follow-through.

A repeatable management workspace

  • Governance calendar and recurring meeting agendas
  • Decision register with management approvals
  • Action tracker with owners and due dates
  • Document request and record organization
  • Quarterly governance review and recommendations

Engagement details

Clear expectations from the beginning.

Fees and timing are proposed after discussing your needs. Your written engagement identifies what is included, the information you provide, and how we review progress.

Can I begin with bookkeeping alone?

Yes. We can discuss a bookkeeping engagement and consider advisory support as your needs change.

Do I need clean records before asking for help?

No. Tell Klaus about the current state of your records so any assessment or cleanup work can be scoped appropriately.

Are tax, legal, or investment services included?

No. Klaus does not offer tax preparation, legal services, or investment advice. Questions in those areas should be addressed with the appropriate qualified professional.

Let’s bring clarity to your next step.

Tell Charlie where your business is today and what you want to improve.

KLAUS BOOKKEEPING & CONSULTING LLC

Clear books. Informed decisions. Organized oversight.

Green Bay, Wisconsin · Serving businesses nationwide

Connect

    (920) 288-2605