Services

Modern financial operations — built for growing businesses.

Cloud accounting, outsourced financial operations, management reporting, budgeting, and the strategic advisory that keeps your business organized and proactive.

01

Cloud Accounting

A modern financial stack built around your operations.

Integrated cloud systems, automated workflows, and real-time visibility — the financial infrastructure modern businesses actually need.

  • QuickBooks Online & NetSuite implementation
  • App stack design (banking, billing, AP/AR)
  • Automated bank feeds & reconciliation
  • Secure document & data portal
  • Migration from legacy systems
  • Remote collaboration anywhere
02

Outsourced Accounting Support

An entire finance function — without hiring one.

Bookkeeping, reconciliation, monthly close, and reporting handled by a professional team that operates as a seamless extension of yours.

  • Monthly transaction coding & reconciliation
  • Accounts payable & receivable workflows
  • Monthly close & financial statements
  • 1099 preparation & filings
  • Sales tax compliance
  • Audit-ready documentation
03

Financial Operations Oversight

Keeping your business financially organized and operationally efficient.

Process design, internal controls, and the recurring oversight that keeps your financial operations running cleanly month after month.

  • Workflow & process design
  • Internal control implementation
  • System integration management
  • Operational performance reviews
  • Documentation & SOP development
  • Team training & enablement
04

Management Reporting

Strategic visibility that supports smarter leadership decisions.

Monthly management packages, KPI dashboards, and the narrative behind the numbers — so leadership can act on real data, not guesswork.

  • Monthly management reporting packages
  • Custom KPI dashboards
  • Departmental P&L reporting
  • Variance & trend analysis
  • Board & investor reporting
  • Executive financial narratives
05

Budget Preparation

Knowing where the business is heading — before it gets there.

Annual budgets, rolling forecasts, and the operational planning rhythm that turns business ambition into a clear financial plan.

  • Annual operating budgets
  • Rolling 12-month forecasts
  • Departmental budget development
  • Scenario & sensitivity modeling
  • Budget-vs-actual reporting
  • Quarterly re-forecasts
06

Financial Planning

Long-term financial clarity for strategic decisions.

Multi-year planning, scenario modeling, and the strategic conversations that align finance with where the business is going.

  • Multi-year financial models
  • Capital planning & fundraising prep
  • Profitability analysis
  • Pricing & margin strategy
  • Owner & shareholder planning
  • Long-range strategic modeling
07

Operational Workflow Consulting

Reducing operational chaos so the business can scale.

Workflow design, tool selection, and process improvements that make finance and operations run together — without friction.

  • Operational workflow audits
  • Technology stack assessments
  • Process automation design
  • Cross-functional workflow mapping
  • Implementation & change management
  • Continuous improvement reviews
08

Cash Flow Visibility

Knowing what's coming — before it arrives.

Forward-looking cash visibility and disciplined forecasting so you can hire, invest, and grow with operational confidence.

  • Rolling cash flow forecasts
  • Receivables & payables strategy
  • Working capital management
  • Distribution & draw planning
  • Reserve & runway analysis
  • Seasonal cash planning
09

Strategic Advisory Support

A trusted voice for the decisions that move the business forward.

Quarterly business reviews, profitability deep-dives, and the executive-level conversations that turn financial data into strategy.

  • Quarterly business review meetings
  • Profitability & margin analysis
  • Hiring & expansion strategy
  • M&A and transaction support
  • Coordination with legal & advisors
  • Ongoing executive financial counsel
A note on fit

A relationship-first practice, on purpose.

We're not a high-volume firm and we don't try to be. Johnson Hart & Dyson takes on a limited number of engagements so the work stays personal, the advisory stays strategic, and the team stays responsive.

Our best fit is growing businesses ready to operate with clarity — companies that want a long-term financial operations partner, not a once-a-year compliance vendor. If that sounds like you, we'd love to talk.

Next step

Not sure which engagement fits? Just start with a conversation.

A short consultation is the easiest way to understand what your business actually needs — and how a modern financial operations partner would support it.