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Financial Services

Services and Investment

Your finances deserve more than a one-size-fits-all solution. Reid Financial Services & Solutions offers three levels of support so whether you're just getting your records in order or ready for senior-level financial leadership, there's a place for you here.

Bookkeeping & Essentials

Foundations — Bookkeeping & Records
For business owners who need accurate, reliable financials without the overhead of a full accounting department. We handle the day-to-day so you can focus on running your business.

  • Monthly bookkeeping & reconciliation
  • Financial reports & statements
  • Payroll processing
  • Tax-ready records

Growth Partner

Growth Partner — Full Accounting & Tax Strategy
For growing businesses and nonprofits that need more than clean books, you need someone who can read between the lines and help you make smarter financial decisions.

  • Everything in Foundations
  • Tax planning & preparation
  • Budget development & cash flow management
  • Grant compliance & nonprofit reporting
  • HR consulting & compliance

CFO-Level Executive Advisory

Executive Advisory — Fractional CFO & Strategic Planning
For leaders who are ready to operate at the next level. This is senior financial leadership without the full-time price tag, strategic planning, forecasting, and a trusted advisor in your corner.

  • Everything in Growth Partner
  • Financial forecasting & scenario planning
  • Board-level financial reporting
  • Business performance analysis
  • Strategic planning sessions with Melisha directly

Your financial information is handled with the discretion, accuracy, and professionalism your business deserves nothing less.

  • Nonprofit Services
  • Book Melisha To Speak

Reid Financial Services and Solutions

616-734-1066

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