services
Learn more about our services and powerful add-ons.
Our Service
At IQ GL, we strive to enhance your business with the necessary tools to empower you to make confident, informed decisions. We can help your business whether your books are behind and looking to catch-up, need reliable and consistent bookkeeping, or strategic CFO-level guidance and foresight. Choose our service tiers or customize your package with our powerful add-ons:
Ideal for solo founders, side hustlers, consultants, and early-stage startups.
Bank and credit card reconciliations:
We ensure all bank and credit transactions are accurately categorized, properly recorded and reconciled. Ensuring your records are accurate, clean, and organized.
Chart of accounts review and organization:
We streamline and structure your chart of accounts for clarity and efficiency, ensuring your financial reports are accurate, clean, and aligned with your business needs.
Secure, Cloud-Based Financial Access:
Gain real-time access to your financial data through secure, cloud-based software, allowing you to monitor the performance of your business anywhere.
Monthly Financial Statements:
We deliver accurate monthly statements of assets and liabilities, profit and loss statements, and statements of cash flow, to help you track performance, empowering financial clarity to make informed decisions.
Bookkeeping Add-Ons:
Accounts
receivable:
We manage your invoicing and customer collections to ensure timely payments and improve cash flow reliability.
Accounts
Payable:
We organize and track your outgoing payments, and ensure vendors are paid on time and expenses are recorded accurately.
Monthly P&L Trend Analysis:
We provide insights into your profit and loss trends to identify patterns, spot opportunities, and flag areas of concern before they impact your bottom line.
Month-End
Catch-up:
Behind on your books? We close your books promptly and accurately each month, ensuring your financial records stay up to date and ready for review.
Fractional CFO Services
For businesses ready to scale with forward-looking financial leadership.
Cash Flow Management:
Ensure foresight by overseeing your working capital to maintain a liquid, prepared, and financially healthy business.
Strategic Planning (1x monthly call):
Collaborate on business goals, financial strategy, and growth planning through focused monthly check-ins.
Budget &
Forecasting:
Develop and maintain a 12-month financial roadmap to guide spending, investments, and growth.
Budget Variance Analysis (1x monthly call):
Review actual vs. budgeted performance each month to identify areas for course correction or optimization.
Forward-looking statements (12-month outlook):
Project income, expenses, and cash flow trends to inform better decision-making.
Fractional CFO Add-Ons:
KPI Dashboards & Analysis:
Track the metrics that matter most to your business and receive expert insights to drive performance.
Risk Overview:
Identify key financial and operational risks with recommendations to strengthen resilience and agility.
Cost Control:
We help you identify, monitor, and reduce unnecessary expenses without sacrificing quality or performance.
A Message from
the Founder
After more than a decade managing complex assets, reconciling accounts, and advising business unit leaders at publicly traded companies—including Fortune 500 organizations—and within a fast-paced, private equity–backed firm, I founded IQ GL to bring CFO-level financial insight to small business owners.
I know the pressure of making critical decisions without precise numbers. That’s why IQ GL’s mission is to equip growing businesses with accurate financials, forward-looking strategy, and the same caliber of support large enterprises expect—without the overhead.
Emanuel Joseph, Founder, CEO, and Fractional CFO