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Financial Foundation

  • Monthly BookkeepingAccurate books and reporting, closed every month.
  • Catch-Up & CleanupBehind or messy books brought current and correct.
  • Real Estate BookkeepingProperty-level books for investors and portfolios.

Financial Support

  • Financial OperationsA/P, A/R, invoicing, and vendor workflows handled.
  • Fractional CFOForecasting, cash planning, and strategic guidance.
View All Services

Miami office/Serving nationwide

Real Estate

  • Real Estate InvestorsRentals, flips, and growing portfolios.
  • Property ManagementOwner reporting and trust accounting.

Businesses

  • Construction & ContractorsJob costing and WIP visibility.
  • Restaurants & HospitalityPOS reconciliation and prime cost.
  • Professional ServicesUtilization, billing, and margins.
  • Home & Field ServicesJob economics and cash collection.
View All Industries

Miami office/Serving nationwide

  • Financial Foundation

    • Monthly Bookkeeping
    • Catch-Up & Cleanup
    • Real Estate Bookkeeping

    Financial Support

    • Financial Operations
    • Fractional CFO
    View All Services
  • Real Estate

    • Real Estate Investors
    • Property Management

    Businesses

    • Construction & Contractors
    • Restaurants & Hospitality
    • Professional Services
    • Home & Field Services
    View All Industries
  • How It Works
  • FAQ
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Talk to Our Team

Miami office/Serving nationwide

Talk to Our Team

Tell us where your business needs financial support.

Whether you need bookkeeping, help cleaning up the books, stronger financial operations, or Fractional CFO support, start by telling us how your business works today.

Fill out the intake form below, or book a free 30-minute call with our team directly.

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Let's learn about your business

Prefilled for Fractional CFO, Strategic
ContactStep 1 of 8
01 / 08

Contact information

02 / 08

Where do you need support?

What do you need help with?Select all that apply
03 / 08

Tell us about the business

04 / 08

A few specifics

These questions are based on the services you selected, so you only answer what matters.

Fractional CFO

What are you looking for help with?Select all that apply
How often would you like financial strategy support?Optional
05 / 08

Tell us what's going on

The more context you share here, the more useful our first conversation will be.

06 / 08

Have something you'd like us to review?

Optional. Skip this step if you'd rather share documents later.

Financial statementsQuickBooks reportsBookkeeping screenshotsCurrent pricing/reporting examplesOrganizational chartOther relevant documents

Please do not upload passwords, banking credentials, Social Security numbers, or other highly sensitive information through this form.

07 / 08

How would you like us to follow up?

Choose oneRequired
08 / 08

Review your information

Check everything looks right. Use Edit to change any section before you send it.

Contact

Full name
Not provided
Business
Not provided
Email
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Phone
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Preferred contact
Not provided

Services

Selected
Fractional CFO

Business

Industry
Not provided
Annual revenue
Not provided
Entities
Not provided
Accounting software
Not provided

Specifics

CFO focus
Not provided
Strategy cadence
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Goals

What we can help solve
Not provided

Documents

No documents attached

Follow-up

Next step
Not provided

Intake Brief

Live
14%of required details
Services
Fractional CFO
Industry
Not provided
Revenue
Not provided
Entities
Not provided
Software
Not provided
Follow-up
Not provided

Your information is reviewed by the FirstFruits team and used only to scope your engagement.

Book a Call

Prefer to talk first? Pick a time.

You can book a free 30-minute call with the FirstFruits Financial team directly. On the call we review how your books are kept today, what support you need, and which FirstFruits service fits. You do not need to fill out the intake form first.

  • 30 minutes, free, no obligation
  • Video or phone, your choice
  • Monday to Friday, 9:00 AM to 6:00 PM ET
Open the scheduler in a new tab

What Happens Next

A clear path from intake to proposal.

  1. 01

    We review your information

    We look at the service you need, your current setup, and the complexity of the business.

  2. 02

    We follow up

    A member of the FirstFruits team contacts you to ask any additional questions and better understand the scope.

  3. 03

    We recommend the right engagement

    That may be bookkeeping, cleanup, financial operations, Fractional CFO support, or a combination of services.

  4. 04

    You receive your proposal

    Pricing and scope are based on the actual work your business needs.

Already a FirstFruits Client?

For reports, documents, financial information, and communication with your team, sign in to Avanti.

Open Avanti

For service questions or changes to your engagement, contact your FirstFruits team directly through Avanti.

Looking for Tax or Payroll Support?

FirstFruits does not prepare taxes. For tax preparation, tax strategy, and payroll, we recommend our partner firm, Elite Taxation. Using Elite is optional.

Visit Elite Taxation

Bookkeeping and CFO work stay connected to the tax side whenever you need both.

FirstFruits Financial

Powered by Avanti

  • EmailAccounting@firstfruitsfin.com
  • Phone(305) 988-7148
  • WhatsApp(305) 988-7148
  • Office, by appointment12900 SW 89th Ct, Miami, FL 33176
  • Office HoursMonday to Friday, 9:00 AM to 6:00 PM ET. After hours meetings Mon to Sat.
  • LanguagesEnglish and Spanish
FirstFruits Financial

Bookkeeping, financial operations, and CFO-level insight for growing businesses. Based in Miami, FL, serving clients nationwide, in English and Spanish. Powered by Avanti.

  • EmailAccounting@firstfruitsfin.com
  • Call(305) 988-7148
  • Book a callFree 30-minute call
  • WhatsApp(305) 988-7148
  • Office, by appointment12900 SW 89th Ct, Miami, FL 33176
Book a Consultation

Services

  • Monthly Bookkeeping
  • Catch-Up & Cleanup
  • Real Estate Bookkeeping
  • Financial Operations
  • Fractional CFO
  • All Services

Industries

  • Real Estate Investors
  • Property Management
  • Construction & Contractors
  • Restaurants & Hospitality
  • Professional Services
  • Home & Field Services
  • All Industries

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