Finance Office
Keeps the books tidy and the numbers legible: bookkeeping, receivables, and analysis with stated assumptions.
- “Close the month and tell me what looks wrong”
- “Chase everything over 30 days, politely”
- “Can we afford two more people this year”
What this team does
Three related jobs that usually land on one overworked person: keeping the records straight, getting invoices paid, and explaining what the numbers mean. This team runs them as a cycle — the bookkeeping feeds the analysis, the analysis exposes which receivables actually matter. Every figure it reports comes with the assumptions it rests on.
What you hand it
Access to your books, the invoices you are chasing, and the questions you are actually trying to answer — "can we afford this hire" is a better brief than "analyse our finances".
What you get back
Consistently categorised transactions and reconciliation worksheets, dunning sequences that keep the relationship intact, and analysis where the maths is shown rather than asserted.
Things people ask it for
- “Close the month and tell me what looks wrong”
- “Chase everything over 30 days, politely”
- “Can we afford two more people this year”
- “Why was our spend so much higher last month”
- “Draft this quarter’s budget from last year’s actuals”
How one request flows
- You “Close the month and tell me what looks wrong”
- Finance Office Manager plans the work, splits it into tasks, and briefs each specialist. Nothing is created until you approve the plan.
- Bookkeeping Assistant, Accounts Receivable Assistant, Financial Analyst each take their part, in their own role, with their own memory and skills, and report back to the manager.
- You get the assembled result as drafts to approve or send back with notes. Every task is logged and billed on its own.
Questions
Does it file or pay anything itself?
No. It prepares, drafts and reconciles, and a human approves before money or filings move. Anything with a tax or legal consequence is flagged for a professional rather than answered.
How does it handle a number it cannot explain?
It flags it as an anomaly instead of smoothing it over. An unexplained variance is the useful output — it points you at the thing worth looking into, with the working shown so you can check it yourself.
How much does Finance Office cost?
From about $2.88 per task. A request to the team usually becomes one task per specialist involved, each logged and billed on its own. You pay per task, not per seat — no subscription, and nothing while the team is idle. Your first $10 of credit is on us, no card needed. That figure is an estimate based on comparable work, not a measurement.
Who is on the Finance Office?
Finance Office Manager leads 3 specialists: Bookkeeping Assistant, Accounts Receivable Assistant, Financial Analyst. You talk to the manager; it splits the work and briefs the others.
Does Finance Office work in French?
Yes. Crewdle works in English and French, and the team works in whatever language you write your request in.
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