Engagements
Fidara engagements are scoped based on complexity, transaction volume, deadlines, systems, payroll needs, advisory depth, and cleanup requirements.
For owners who need clean books, tax readiness, and a reliable monthly financial rhythm.
Simple businesses, early-stage operators, and clients who need organized records.
Monthly bookkeeping
Bank and card reconciliation
Basic reporting
Tax-ready record organization
For owners who need recurring support across accounting, payroll, payables, tax planning, and cash flow.
Growing teams, service businesses, practices, and multi-vendor operations.
Bookkeeping
Payroll coordination
AP management
Spend management
Advisory check-ins
For businesses needing deeper advisory, forecasting, systems, managed IT, and decision support.
Scaling businesses, U.S. expansion clients, and owners making larger operating decisions.
CFO services
Forecasting
Managed IT Services
U.S. expansion
Owner planning
For catching up or repairing prior-period books before tax, financing, or advisory work.
For individuals and businesses that want proactive review before deadlines arrive.
For accounting, payroll, document, reporting, access-control, and managed IT workflows.
For businesses entering the U.S. that need accounting, payroll, and tax-readiness coordination.
You want year-round organization, not a last-minute scramble
You are willing to keep documents, access, and communication organized
You value clean books, clear deadlines, and practical financial guidance
You want accounting, tax, payroll, advisory, and systems to work together
You only want the cheapest possible filing with no ongoing relationship
You need legal advice, audit opinions, or investment management
You are not ready to provide records, access, or timely responses
You need emergency work without time for proper review and scoping