Ongoing Fractional Senior Accounting
Who it’s for:
Owners who need senior-level accounting leadership but can’t or don’t want to hire a full-time controller.
What’s included:
Monthly close and reconciliations (bank, credit cards, key balance sheet accounts)
Monthly financial statements with commentary you can actually understand.
Oversight of bookkeeping staff (in-house or external) and review of their work.
Cash-flow visibility and basic forecasting.
Coordination with your tax CPA or auditors.
Leadership mentoring and training for your internal accounting team
You get a calm, predictable close each month and clear numbers you can trust to run the business.
Who it’s for:
Businesses that are behind on reconciliations, have messy books, or are nervous about audits or tax season.
What’s included:
Diagnostic review of the current accounting file (QBO/Desktop, AppFolio, Yardi, Sage, Dynamics GP).
Cleanup and reclassification of past transactions.
Bring bank, credit card, and key accounts current.
Fixing common property management issues (trust accounting, security deposits, owner statements) or job-costing/inventory issues for construction/manufacturing, as applicable.
We turn a stressful, messy file into clean, audit-ready financials and hand you a clear path forward.
Systems & Workflow Design
Who it’s for:
Companies that have grown quickly and need better processes, not just more hours of bookkeeping.
What’s included:
Review of your current accounting workflows (billing, AP, AR, payroll feeds, reporting).
Design of improved processes and controls.
Set up or optimization of tools like AppFolio, Yardi, QBO, Sage, and Microsoft Dynamics GP.
Simple documentation and training for your team.
We help your team work smarter, reduce errors, and get you the reports you need on time.
Strategic Operations Consulting
In Partnership with Tami Levin Coaching
At Franklin-Martinez Bookkeeping & Consulting, LLC, we understand that numbers alone don’t drive growth — people, processes, and strategy do. That’s why, in collaboration with Tami Levin,
Business and Leadership Coach and Founder of Tami Levin Coaching, we provide Strategic Operations Consulting designed to strengthen the foundation of your business.
Our holistic approach integrates the financial and human sides of business, ensuring your company runs smarter, communicates better, and grows stronger.
Together, we help organizations move from managing chaos to leading with clarity and confidence.
How we work:
1 – Discover
We start with a 30-minute call to understand your business, current system, and what is not working in your accounting today.
2 – Diagnose & Plan
We review your current books and workflows, then provide a short findings summary and recommend either a clean-up project or an ongoing fractional engagement.
3 – Implement & Support
We clean up what’s broken, put better processes in place, and then provide ongoing senior-level oversight each month so your numbers stay reliable.
