Our Services — Y2Solution Consulting, LLC

Finance & Accounting Services

Hands-on accounting, Controller, Fractional CFO, reporting, forecasting, QuickBooks, tax, and business advisory support—scoped around your needs.

Choose the Level of Support
Your Business Needs Now.

Begin with a focused diagnostic, engage ongoing accounting leadership, or scope a specialized project. Pricing is confirmed after an initial consultation based on complexity, timing, and available data.

Fixed-fee starting project

Financial Clarity Sprint

Financial reporting and close assessment; revenue, margin, expense, and cash-flow review; KPI recommendations; executive findings; and a prioritized 90-day action plan.

Monthly engagement

Accounting & Controller Support

Month-end close, reconciliations, financial statements, management reporting, controls, team oversight, and process improvement.

Project or recurring

Fractional CFO Advisory

Cash planning, budgets, forecasts, scenarios, KPI design, margin improvement, and owner, lender, or board-level decision support.

Defined scope

Reporting & Profitability

Management reporting for revenue, gross profit, margins, expenses, cash, AR/AP, and client, product, or service-line profitability when source data permits.

Defined scope

QuickBooks Optimization

Chart-of-accounts review, cleanup, close procedures, reporting categories, workflows, and preparation for clearer dashboards and forecasts.

Special project

Cleanup, Tax & Business Advisory

Audit readiness, budgeting, ERP assessment, tax support, startup planning, operations, and other specialized finance projects.

Financial statement preparation and reporting review
Reporting, Budgeting & Performance Optimization

Turn Financial Information Into Clear Business Decisions.

We develop clear, practical reporting that helps leadership understand financial performance, cash flow, margins, trends, risks, and priorities. Our work transforms complex financial information into useful insights that support confident decision-making.

Planning for Stronger Performance

Our consulting services include budgeting, forecasting, variance analysis, management reporting, KPI development, and performance optimization. We help organizations establish realistic financial plans, monitor results, identify opportunities, and make informed adjustments as conditions change.

Discuss Your Reporting Needs →
Y2
Y2Solution Support
● Online — typically responds within minutes
Hello! Welcome to Y2Solution Consulting. How can we help your business today?
Ask us about accounting support, Controller and Fractional CFO services, reporting and forecasting, engagement options, or scheduling a consultation.