ONEEVA FINANCIAL GROUP, LLC

ONEEVA provides the bridge between traditional bookkeeping and forward-thinking financial strategy. We don’t just “do the books,” we manage your entire financial lifecycle through a Systems-First approach. We take ownership of your daily accounting and bring high-level financial systems to growing businesses that have outgrown basic bookkeeping but aren’t ready for a full-time CFO costing $350K+. Services:

• Full-cycle accounting and monthly close
• Cash flow forecasting and management
• Financial reporting
• ERP implementation (QuickBooks, Xero, Sage)
• CFO-level strategic planning
• Process automation and efficiency

Industry Expertise: Law Firms: Trust accounting, matter profitability, Healthcare: Insurance reimbursement, cash flow optimization, Real Estate: Property accounting, investor reporting, Construction: Job costing, WIP tracking. I’m bringing the best of corporate America with me. If that’s what you’ve been looking for - let’s talk. Contact us for a complimentary discovery call.