What Tegri Delivers for Business Owners
Account Catch-Up (Get Back on Track)
Behind on your bookkeeping? We’ll bring your books current so you can move forward with clean, accurate financials, up-to-date reconciliations, and confidence in your numbers—without the stress of digging through months of transactions.
Account Clean-Up (Fix What’s Broken)
If your books feel messy or unreliable, we’ll clean and rebuild the foundation. This includes streamlining your chart of accounts, reviewing and reclassifying transactions as needed, and ensuring QuickBooks reflects the full picture of your business—bank and credit cards, loans, assets, and liabilities—so your reports tell the truth.
Monthly Bookkeeping (Stay Audit-Ready Year-Round)
Ongoing monthly support can include any combination of:
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Transaction categorization and rules optimization
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Reconciliation of all bank and credit card accounts
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Accounts receivable and accounts payable support (invoicing, bills, collections tracking)
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Sales tax support (tracking, filing support, and payment coordination where applicable)
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Monthly or quarterly financial statements (P&L, Balance Sheet, and Cash Flow as needed)
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Monthly or quarterly review calls to walk through results, trends, and action items
Payroll and Payroll Liabilities Support
If you want to keep payroll in-house, we can help you run it correctly and stay compliant. Support can include payroll workflow guidance, payroll journal entries, and staying on top of monthly/quarterly/annual payroll liabilities and year-end forms (W-2s/1099s depending on your setup and provider).
CFO-on-Demand (Clarity + Strategy, Not Just Reports)
When you want more than bookkeeping, Tegri CFO can serve as your fractional CFO—turning financial data into decisions. Support may include:
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Budgeting and forecasting (including cash-flow projections)
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Pricing and margin analysis (what’s profitable, what’s not, and why)
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KPI dashboards tailored to your business
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Scenario planning (hiring, expansion, equipment purchases, new locations, slow seasons)
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A clean month-end close process so you can make decisions faster
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Owner-focused insights: how much you can safely pay yourself—and when
QuickBooks Online (QBO) Conversions
Moving from QuickBooks Desktop or another platform to QuickBooks Online? We’ll handle the conversion, structure your new file correctly, and provide training so you can confidently use QBO and understand how your numbers are built.
QuickBooks Online Setup (Start Right)
Launching a business (or starting fresh)? We’ll set up QBO the right way from day one—chart of accounts, products/services (if needed), tax settings, bank feeds, rules, and workflows—then provide training so you’re not guessing later.
Training and Consultation (Get Unstuck Fast)
Whether you want to learn bookkeeping, improve your workflow, or get more out of QuickBooks Online, we provide focused training and consulting—so you stop spinning and start using QBO as a tool, not a headache.
our process
At Tegri, LLC we provide expert tax, bookkeeping, and financial solutions tailored to your needs. With years of experience, we help businesses stay compliant, maximize savings, and grow confidently.
Introduction Call
Onboarding and Set-up
Books Cleaning and Optimization
Ongoing Work
Monthly and Annual Review
Why Hire a Bookkeeper?
Bookkeeping isn’t just “data entry.” Clean, consistent books give you clarity, reduce risk, and help you make better decisions faster. When Tegri CFO handles your bookkeeping, you get reliable financials and a process that keeps you organized—month after month.
Get Regular, Decision-Ready Financials
Every month, you’ll receive clear, consistent reports—typically a Profit & Loss, Balance Sheet, and Cash Flow overview—so you always know:
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how much you’re really earning (not just what’s in the bank)
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where money is going and what’s driving profit
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whether cash is tightening or improving
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what needs attention before it becomes a problem
We also meet to review results and action items, so you’re not left staring at reports without context.
Reduce Tax Season Stress (and Avoid Missed Deductions)
Accurate categorization and documentation help ensure expenses are tracked correctly and your records are easier for your tax preparer to use. That means fewer surprises, fewer “please resend this” requests, and less scrambling at year-end.
And yes—bookkeeping is generally a deductible business expense (confirm specifics with your tax preparer).
Lower Your CPA’s Cleanup Work (and Potentially Their Bill)
When your books are clean all year, your accountant doesn’t have to spend time untangling transactions, fixing misclassifications, or rebuilding financial statements. You hand over organized records, which can reduce billable cleanup time and speed up tax filing.
Save Time and Protect Your Focus
Your time is better spent running your business than reconciling bank feeds at night. With Tegri CFO, your books stay current—so you can:
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make decisions faster
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stop worrying whether numbers are “right”
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stay ready for taxes, funding, or audits
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keep your attention on growth, customers, and operations