About Poppy financial
Our Expertise
At Poppy Financial, we specialize in transforming businesses with clear, actionable financial insights. Our services include Fractional CFO, Fractional Controller, alongside comprehensive bookkeeping. We focus on streamlining fiscal operations, automating accounting, and providing robust reporting, payroll, banking, and credit card management. Our tailored solutions are perfect for small businesses looking to enhance their financial tracking, prepare for an acquisition, or fully outsource their accounting to focus on growth.
Our Services
Fractional CFO Services
- Drive Growth with Smart Planning: Tailored budgeting and forecasting that sync with business needs, keeping cash flow steady and profits climbing.
- Real-Time Insights via KPIs: We build and track key metrics—like client ROI and project margins—so you make quick, confident decisions without the guesswork.
- Prep for Acquisitions: Hands-on due diligence and polished reporting to showcase your company's true value, making exits or mergers smoother and more lucrative.
Fractional Controller Services
- Oversee Daily Accounting: Hands-on management of your books to guarantee spot-on accuracy and full compliance.
- Clear Financial Reporting: Build strong reports and controls that deliver full transparency, giving you a crystal-clear view.
- Handle Payroll & Payments: Smooth setup and oversight of payroll, banking, and credit cards.
- Streamline Your Fiscal Ops: Expert help with software switches, automations, and fiscal tweaks to cut the admin hassle.
Bookkeeping Services
- Effortless Accounts Payable: We manage all vendor bills, approvals, and payments with precision
- Swift Accounts Receivable: From creating invoices to collections, we speed up cash inflows and handle follow-ups, freeing you to nurture relationships instead of chasing AR.
- Daily Bookkeeping Basics: Every transaction gets logged, categorized, and reconciled for a clean ledger and quick close—let us own the details while you focus on growth.