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Services

From reliable books to strategic decisions.

AMG Global supports growing businesses across the finance function. Some clients need a clean foundation first; others need forecasting, analysis and a senior voice in the room. Most need a combination that changes over time.

The progression

Each stage depends on the one before it. Forecasts are only as good as the reporting behind them; reporting is only as good as the books.

  1. 01Accounting
  2. 02Reporting
  3. 03Analysis
  4. 04Forecasting
  5. 05Strategic Decisions
Service pillars

How the work is grouped.

The six services sit within four broader pillars. Engagements frequently span more than one.

I

Accounting & Bookkeeping

Reliable financial records are the foundation of every good business decision.

Monthly bookkeeping · QuickBooks setup and cleanup · Bank and credit-card reconciliations · Month-end close support · A/R and A/P reporting · Chart of accounts review · Financial statement preparation · Bookkeeping oversight

II

Fractional CFO & Strategic Finance

Senior-level financial guidance without immediately hiring a full-time CFO.

Cash-flow management · Budgeting and forecasting · Management reporting · KPI dashboards · Scenario planning · Financial modelling · Working-capital analysis · Monthly financial review · Strategic decision support

III

FP&A & Business Performance

Understand what is driving profitability and where management attention should go.

Product profitability · Customer profitability · Margin analysis · Pricing analysis · Cost structure analysis · Budget versus actual · Variance analysis · Growth scenarios · Hiring and capacity analysis · Operational finance analysis

IV

Finance Systems & Reporting

Build financial reporting processes that management can actually use.

QuickBooks reporting structure · Shopify financial analysis · Airtable reporting review · Power BI dashboards · Financial data validation · Reporting process design · KPI frameworks · Data-source reconciliation · Reporting automation where appropriate

Engagement options

Scoped to the need, not to a package.

Financial Clarity Review

A focused first step to agree priorities before committing to further work.

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Defined finance project

A model, forecast, clean-up or reporting build with a clear deliverable.

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Ongoing finance support

Monthly bookkeeping oversight, reporting, FP&A or fractional CFO work.

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AMG Global does not provide investment advice, legal advice, audit or assurance, or tax planning and filing.

Book a Consultation

Better decisions start with better financial visibility.

If your business has grown beyond basic bookkeeping but does not yet need a full-time finance leader, AMG Global can help build the financial structure, reporting, and analysis needed for the next stage.