Services
Our Services
Affordable Solutions Designed to Scale With You
At Courdis Finance, we offer scalable financial solutions designed to grow with you. From foundational bookkeeping to executive-level strategy, our financial services bring clarity, structure, and confidence to your financial decision-making – so you can focus on building your business.
Monthly Starter
Essential Bookkeeping, Simplified
Perfect for early-stage businesses, this package covers all your foundational bookkeeping needs—keeping your finances clean, compliant, and easy to manage from day one.
Includes:
- Invoicing, collections, and deposit tracking
- Accounts payable and vendor management
- Monthly bank reconciliation
- Loan and credit card reconciliations
- Sales tax reporting
- Financial report preparation
Advanced
Financial Clarity with Strategic Support
Ideal for growing businesses that need more than the basics. Along with foundational bookkeeping, we assist with budgeting and long-term planning, as well as KPI and metric analysis.
Includes:
- Everything in Monthly Starter
- Budgeting and Long-Term Planning
- KPI & Metric Analysis
- Actuals vs Plan Variance Analysis
Growth
Executive-Level Financial Strategy & Reporting
Designed for scaling companies needing deeper insights and investor-ready reporting. This tier adds strategic financial guidance, investor support, and flexible, on-demand services billed hourly.
Includes:
- Everything in Advanced
- Quarterly BOD presentations
- Audit ready financial statements
- Internal controls
- Debt/equity fundraising support
