Financial Systems That Grow With Your Business
Organized books and reliable reports are the foundation, but some businesses need more than that. South Ridge provides monthly financial management, QuickBooks support, cleanup work, payroll support, and additional financial planning and advisory services based on the needs of the business.
Pricing is based on the condition of the QuickBooks file, the complexity of the business, and the level of ongoing support required. Following the Discovery Call, a Financial Diagnostic may be recommended so the scope can be properly understood before service options and pricing are provided.
Monthly Financial Clarity
The foundation of confident business decisions.
Your books stay current. Your reports are clear. You always know where you stand. This is not basic bookkeeping. This is a structured financial management partnership designed to give you clarity every single month.
What You Get
- Accurate, reconciled books every month
- Clear P&L, Balance Sheet, and Cash Flow reports
- Categorized transactions with industry-specific detail
- Monthly commentary highlighting what matters
- Direct access to your financial partner
- Selected KPIs tailored to your business where included in the agreed scope
QuickBooks Health and Optimization
A clean system you can actually trust.
Whether you are starting fresh or your current QuickBooks file needs serious attention, this service builds a financial system that produces accurate data and works the way your business actually operates.
What You Get
- Optimized chart of accounts for your industry
- Clean bank feed connections
- POS and platform integration with QuickBooks Online
- Proper workflow configuration
- Training so you understand your own data
Financial Catch-Up and System Reset
A strategic reset that positions your business for structured financial management.
Designed for businesses that are ready to transition into organized, reliable monthly financial systems. Records are brought current, corrections are made where needed, and the foundation is built for an ongoing partnership, not a one-time fix.
What You Get
- Full assessment of your current financial state
- Backlog reconciliation and error correction
- Chart of accounts cleanup and optimization
- Clear timeline and transparent pricing
- Seamless transition into ongoing monthly partnership
Compliance and Tax Readiness
Organized records and practical support for important filing responsibilities.
Depending on the agreed scope, South Ridge can assist with 1099 preparation, sales tax filings, payroll-related reporting, and coordination with your CPA. The goal is to keep the financial records organized, identify what needs attention, and reduce last-minute problems.
What You Get
- 1099 preparation and filing where included
- Sales tax support and filing where included
- Payroll tax reporting review and coordination
- State and local filing support where included in the agreed scope
- Direct CPA coordination
Payroll and Systems Integration
Payroll that runs smoothly and reconciles cleanly.
South Ridge can support payroll setup, processing, review, and the connection between payroll and QuickBooks Online. The exact responsibilities depend on the payroll platform and the service agreed with the client.
What You Get
- Payroll system setup and configuration
- Ongoing payroll processing support and review
- W-2 and 1099 preparation where included
- Payroll tax filing support through the payroll platform
- POS and payment-system integration
Financial Planning and Advisory
Additional financial support for businesses that need more than monthly reporting.
For select clients, advisory support can be added to monthly financial management and built around the decisions the owner is facing. This may include selected KPIs, profitability and pricing reviews, cash flow planning, financial insight for growth decisions, workflow improvements, and regular financial review meetings. The scope is agreed in advance and may develop over time as the needs of the business change.
Financial planning and advisory support is available for select clients and is priced separately based on the agreed scope.
What You Get
- Selected KPIs based on the business and available data
- Pricing and profitability reviews
- Cash flow planning and forecasting
- Financial insight to support growth decisions
- Workflow and process improvements
- Quarterly financial review meetings
Discovery Call and Financial Diagnostic
Discovery Call — Free
A free 15-minute conversation via Zoom to see whether South Ridge and your business may be the right fit. Your enquiry is reviewed first, and if there appears to be a potential fit, you receive a private scheduling link.
Financial Diagnostic — Paid
A structured review of your QuickBooks Online file, chart of accounts, reconciliation status, reporting accuracy, workflow gaps, and potential areas of risk. Pricing is based on the scope and complexity of the review and is confirmed before any work begins. You receive a written summary with clear next-step recommendations.
If you proceed with monthly services, the diagnostic fee is credited towards your first month.
Not Sure Where to Start?
That is exactly what the Discovery Call is for. Your situation is reviewed, and you receive an honest recommendation on the right path forward.