Vitalis FINANCIAL

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Vitalis FINANCIAL

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SERVICES

How May We Help You?


 Bookkeeping & Financial Clarity 



Monthly / Quarterly Bookkeeping
 

Clean-Up & Catch-Up Services
 

Categorization and Reconciliation
 

Financial Statement Preparation (P&L, Balance Sheet)
 

Cash Flow Tracking
 

Cloud Software Setup & Integration (e.g., QuickBooks Online)
 

Ideal for small-to-mid sized service businesses looking for financial accuracy and peace of mind.


 Operational Improvements & Process Optimization 



Financial Audit

  

Systems Audit


Workflow Mapping  


Standard Operating Procedures (SOPs) Development


Job Costing & Project Tracking Implementation  


Invoicing


AR/AP Process Refinement  


Software & App Recommendations (for service-based industries)  


For business owners ready to scale sustainably by tightening operations and eliminating inefficiencies.


 Acquisition Support & Succession Planning 

Network Introductions


 Due Diligence Support (Financial File Review)


Bookkeeping System Setup for New Acquisitions  

Transition SOPs for Buy/Sell Transactions  

Post-Acquisition Integration Support  

Owner Education on Financial Operations

 Supporting buyers and sellers of small businesses with clarity, compliance, and confidence during transitions. 

Book Initial Consultation

Beyond The Books

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