Strategic Financial Leadership & Comprehensive Accounting
From day-to-day transaction management to high-level CFO advisory, Evergreen Business Solutions provides the financial clarity, risk management, planning, and stability your business needs to thrive.
Fractional CFO Advisory Services
Gain the strategic insights of an experienced Chief Financial Officer without the overhead of a full-time executive.
Financial Strategy & Leadership
Experienced financial leadership to help you understand performance, evaluate decisions, set priorities, and build a stronger financial path forward.
Cash Flow & Forecasting
Gain greater visibility into cash flow and what lies ahead through forecasting, scenario planning, and proactive financial management.
Financial Performance & Reporting
Turn financial data into meaningful insight with reporting and analysis focused on margins, trends, KPIs, and overall business performance.
Risk Management & Controls
Identify emerging financial risks and strengthen the processes, controls, and financial discipline that support a resilient business.
Budgeting & Strategic Planning
Build practical budgets and financial plans that connect day-to-day decisions with your broader business goals.
Growth & Decision Support
Evaluate opportunities, investments, expansion plans, and other major decisions with a clear understanding of the financial impact.
Protecting Your Financial Operations
Drawing on Rebecca's background in financial leadership, risk management, QA/compliance review, and process improvement, Evergreen helps identify emerging financial risks and strengthen the practical processes, controls, and financial discipline that support a resilient business. We review routines for accuracy, support consistent workflows, and keep your financial foundation strong.
- Identifying emerging financial risks
- Financial discipline & operational controls review
- QA & compliance review routines
- Process improvement & workflow consistency
Comprehensive Accounting
Beyond recording transactions, our accounting oversight provides structured general ledger management, regular financial reviews, and organized records prepared to support your business leadership and CPA.
- General ledger oversight & account organization
- Income statement & Balance Sheet reporting
- Performance analysis focused on margins, trends & KPIs
- Financial record review & organization
Monthly Bookkeeping & Reconciliation
Dependable monthly transaction categorization, bank feed alignment, and rigorous reconciliation of all bank and credit card accounts to catch errors or discrepancies early.
- Day-to-day income & expense recording
- Bank & credit card balance reconciliation
- Duplicate transaction & error checks
- Receipt & invoice record organization
Catch-Up & Cleanup Services
Behind on your books? We systematically review, reconcile, and re-organize historical records, bringing past periods up to date so you can file taxes cleanly and move forward.
- Un-reconciled months remediation
- Uncategorized transaction sorting
- Historical balance corrections
- Prior period chart of accounts cleanup
QuickBooks Systems & Support
Support for QuickBooks. We optimize your accounting software setup, align bank feeds, and clean up chart-of-accounts structures so software works for your business.
New Financial Foundation Setup
Establishing an organized, scalable financial foundation for growing companies: tailored workflows, document collection systems, and clear financial reporting routines from day one.
What Working With Evergreen Delivers
Executive insight, growth scenario planning, and custom financial metrics.
Internal controls, QA/compliance review, and process improvement.
Organized income and expense records built for clear visibility.
Rigorous matching across bank and credit card statements.
P&L, Balance Sheets, and Cash Flow summaries ready for leadership review.
Direct communication with Rebecca Faulkner—a seasoned financial partner.
Ready for Strategic Financial Leadership?
Schedule a 45-minute discovery consultation to discuss your business advisory, risk management, accounting, or bookkeeping requirements.
Book Your Consultation