How It Works
Financial support built around your business, not a preset accounting package.
FirstFruits starts by understanding how your company already operates, what systems are in place, what your team handles today, and where you need more support.
From there, we build the right combination of bookkeeping, financial operations, reporting, and Fractional CFO support around the business.
What you have today
Your FirstFruits engagement
- BookkeepingMonthly accounting foundationAdded
- Financial OperationsInvoicing, A/P, A/R, billsOptional
- Avanti ReportingStatements, KPIs, cash positionOptional
- Fractional CFOForecasts, budgets, decisionsOptional
Start with what you need. Add support as you grow.
In Short
How does working with FirstFruits Financial start?
Working with FirstFruits Financial starts with a free consultation. The team then reviews your current books and systems and sends a written proposal with scope and pricing.
Once you approve the proposal, onboarding begins in the Avanti client portal, where you upload documents securely. If your books are behind, they are brought current first, then monthly bookkeeping begins.
- Step 1
- Free consultation
- Step 2
- Review of your books and systems
- Step 3
- Written proposal with pricing
- Step 4
- Onboarding through Avanti
Discovery
Before we touch the books, we learn how the company works.
The first step is not forcing you into a new software stack or immediately changing the way your company operates.
We start by understanding how the business runs today. This gives us the context to build the engagement correctly from the beginning.
The business
- What the business does
- How revenue comes in
- How expenses are paid
- Your entities
The setup
- Your current bookkeeping setup
- Bank and credit-card accounts
- Your accounting software
- Other systems in the financial workflow
The workflow
- How invoicing is handled
- How A/P and A/R are handled
- What reports management receives
The goals
- What is working
- What is not working
- What you want FirstFruits to take over
- QuickBooks Online setupKeep
- Chart of accountsImprove
- Reconciliation statusCleanup
- Historical financial statementsKeep
- Bank & credit-card connectionsKeep
- Payment processorsCleanup
- Payroll entriesKeep
- Outstanding A/R and A/PCleanup
- Entity structureKeep
- Class, location, property, job, or department trackingImprove
- Current reportingImprove
- Other systems feeding the accountingKeep
Financial Review
We look at what is already there before rebuilding anything.
Depending on the service, FirstFruits reviews the accounting setup, the connections feeding it, and the reporting coming out of it.
If something is already working well, we keep it. If something needs cleanup, restructuring, or better reporting, we identify it before building the ongoing process.
If the books are behind
Catch-up or cleanup may need to happen before monthly bookkeeping begins.
Scope & Setup
You decide how involved we become.
FirstFruits does not require every client to outsource the entire finance function. Your engagement may include only one area, or several. Select the areas below to see how an engagement comes together.
Financial Operations
Add invoicing, A/P, A/R, bill management, or other recurring financial workflows.
Fractional CFO
Add budgeting, forecasting, financial analysis, cash-flow planning, and higher-level financial leadership.
Existing Team Support
Already have a bookkeeper or accounting staff?
FirstFruits can work alongside them rather than replacing them.
We Don't Force Every Business Into the Same Stack
Keep what works. Improve what doesn't.
Most FirstFruits bookkeeping clients currently use QuickBooks Online, but QuickBooks is only one part of the financial workflow. FirstFruits starts with the systems you already use and determines how the accounting process should work around them.
- Property-management software
- POS systems
- Payment processors
- Payroll platforms
- CRM systems
QuickBooks Online
Your financial workflow
Reviewed by FirstFruits- Estimating software
- Project-management tools
- Field-service systems
- Banking platforms
- Invoicing software
The goal is not
“Switch everything because this is how we do it.”
The goal is
Build a financial workflow that makes sense for your business.
Ongoing Financial Work
The financial work becomes part of an ongoing process.
Your FirstFruits team gets to work. For a bookkeeping relationship, the monthly cycle may look like this.
- Days 1 to 25
Throughout the Month
Transactions and financial activity are reviewed and organized. Depending on the engagement, FirstFruits may also be handling:
- Customer invoices
- Vendor bills
- A/R
- A/P
- Supporting documents
- Additional workflows
- Month-end
Month-End
Accounts are reconciled and the accounting period is reviewed.
- Bank reconciliations
- Card reconciliations
- Period review
- Following month
Financial Reporting
Your FirstFruits team prepares the financial reporting included in your engagement. This may include:
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- Property reports
- Job reports
- Location reports
- Management reporting
- Custom reports
Powered by Avanti
The accounting work stays human. The financial experience gets better.
FirstFruits handles and reviews the financial work. Avanti provides the technology layer that helps organize and present the information behind it.
Business Snapshot
See important financial information without opening multiple reports.
AI helps surface the information. Your FirstFruits team provides the human review and financial context behind it.
Explore the FirstFruits ExperienceRecurring Reviews
Reports are more useful when someone explains what changed.
FirstFruits bookkeeping engagements include recurring financial reviews based on the plan. These meetings can cover:
- Changes in revenue
- Expense trends
- Cash position
- Unusual activity
- Financial-statement questions
- Outstanding accounting items
- Areas management should be watching
The purpose is not simply to read the report back to you. It is to make sure you understand what the numbers are showing.
Core Bookkeeping
Quarterly financial reviewCore Bookkeeping: Quarterly financial review
Growth Bookkeeping
Monthly financial reviewGrowth Bookkeeping: Monthly financial review
Advanced Bookkeeping
Monthly advanced financial reviewAdvanced Bookkeeping: Monthly advanced financial review
When the Conversation Moves From Reporting to Decisions
Fractional CFO support looks forward, not just backward.
CFO clients go further. Recurring meetings can focus on the decisions ahead, not only the results behind.
Fractional CFO engagements may include
- Budgets
- Forecasts
- Financial models
- KPI dashboards
- Scenario planning
- Management reports
- Cash-flow planning
- Profitability analysis
- Ongoing decision support
A Financial Team Should Be Accessible
Questions shouldn't disappear into a support queue.
Communication is part of the service. Depending on the engagement, it may happen through:
- Scheduled financial reviews
- CFO meetings
- Avanti messaging
- Document requests
- Ongoing coordination with your team
Clients should always know who is working with them and where to go when something needs attention.
- ALStaff accountantMonthly bookkeeping
- MRAccount managerReviews & reporting
- JKFractional CFOForecasts & decisions
You Don't Have to Replace People Who Are Already Working
FirstFruits can fill the gaps instead.
A client may already have people handling parts of the finance function. FirstFruits can step into the areas that are missing.
- A bookkeeper
- Office manager
- Accounts payable employee
- Internal accounting staff
- External CPA
- Day-to-day books
- Financial operations
- Reporting & review
- Forecasting & CFO
- Tax & payroll
When Tax or Payroll Enters the Picture
Tax and payroll stay connected.
FirstFruits does not prepare taxes. For payroll, tax preparation, and tax strategy, we recommend our partner, Elite Taxation. Using Elite is optional, and you can keep your own CPA. When clients do use Elite, bookkeeping, financial reporting, and CFO conversations stay connected to the tax side.
What the Client Journey Looks Like
Start with what you need today. Add more financial support as the business requires it.
Process FAQ
Questions about the process.
Pricing, process, software and more in one place.
See All FAQsWhat happens after the free consultation?
We review your current books and systems, then send a written proposal with your scope and pricing. Once you approve it, onboarding begins.
Do I have to switch accounting software?
Usually not. We work in QuickBooks Online and Xero and connect the tools you already use. If a change would genuinely help, we explain why before recommending it.
Who will I be working with?
You work with a consistent team that knows your business, reachable through Avanti, email, phone and WhatsApp.
Can I meet in person or does everything happen online?
Either. Clients near Miami can meet at our office by appointment, and clients anywhere in the country can work with us fully remotely.
Where we work
Based in Miami, FL. Serving businesses nationwide.
Ready to Build a Better Financial Process?
Start with the way your business operates today.
Tell us what you're currently handling, what systems you use, and where you want more support. We'll help determine the right FirstFruits relationship for your business.