MasterYourFinance

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Your business GPS for financial clarity.

Bookkeeping and Core Accounting

Bookkeeping and Core Accounting

Our bookkeeping and core accounting support covers everything your finance foundation needs: daily or weekly bookkeeping, bank and credit card reconciliations, journal entries and accruals, payroll entries and expense coding, fixed asset tracking, and preparing your monthly trial balance. It’s the complete backbone of clean, accurate, and dependable financial records.
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Billing, AR and Collections

Billing, AR and Collections

We strengthen your billing, AR, and AP processes by managing AR aging reports and automated follow-ups, implementing DSO tracking and reduction programs, supporting realization uplift strategies, optimizing DPO, and overseeing expense management. Together, these ensure smoother collections, healthier cash flow, and more controlled payables.
OPTIMIZE MY AR & AP

FP&A / CFO-Lite Advisory & Systems Support

Cash Flow & Treasury

Our FP&A and CFO-lite support includes margin analysis and rate card optimization, CFO-lite monthly reviews, and system-level assistance such as accounting platform integrations (Xero, QBO, NetSuite), CRM, payroll, and project tool sync, plus automated alerts and workflows. This ensures you not only see your numbers but understand them and act on them.
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Cash Flow and Treasury

Cash Flow & Treasury

Our cash flow and treasury support includes budgets, forecasts, and scenario planning, along with weekly or monthly rolling cash forecasts, scenario modeling, burn rate tracking, and working capital optimization. This gives you clear forward visibility and helps you stay ahead of cash needs.
GET FORECASTING CLARITY

Reporting and Month-End Close

Reporting and Month-End Close

We manage the full reporting and close cycle, including monthly reporting packs, department and project P&L, variance analysis with commentary, and a reliable 5–7 day close cycle. You get structured, timely, and accurate reporting every month.
SEE REPORTING IN ACTION

Performance and Profitability Analytics

Performance and Profitability Analytics

To strengthen performance, we deliver utilization, realization, and DSO dashboards, along with client, team, and project profitability tracking. We also assist with resource planning and bench alerts to help you manage capacity and profitability more effectively.
SEE MY KPIs

Got Questions? We’ve Got Clarity.

Here are the most common questions founders ask before they make the switch to Master Your Finance(MYF).
What industries does MYF serve?

We primarily support professional service firms, including agencies, consultancies, law firms, IT services, and other B2B service providers, with teams of 11–250 employees in the United States, United Kingdom and Australia.

We deliver the results of a full finance department at a much lower cost. MYF handles everything from bookkeeping, reporting, forecasting, to CFO-lite support, so you get clear, reliable numbers and financial direction without the overhead of an in- house team.

We are experienced with platforms like Power BI, Xero Certified, QuickBooks Pro Advisor, NetSuite, Zoho books, and common CRMs, payroll, and project tools. Rather than changing how you work, we adapt to your existing setup to ensure smooth and accurate financial operations.

Absolutely. All client data is handled through encrypted, secure platforms with strict access controls. We follow best practices for financial data confidentiality.

On average, 7–14 days. During onboarding, we review your books of accounts, study your business and industry trends, and deliver your first reporting pack with tailored financial insights in under two weeks.

Transparent monthly pricing based on team size, transaction volume, and services selected. You can schedule a call here with us to get an instant estimate.

Along with clean books, you’ll receive dashboards displaying DSO, utilization, realization, AR aging, cash flow runway, and profitability trends, updated in near real time, using the software of your choice.

No. We only loop you in for key approvals or exceptions. Our team is capable enough to take care of the day to day transactions, invoices, payments, reporting etc.

Yes. MYF is designed to grow with you. Start with core bookkeeping and reporting, then layer in AR/AP, cash flow forecasting, and CFO-lite advisory as needed. Book a call here to know more.

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