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Service lines

Flexible finance support for businesses that need strong numbers and clearer decisions.

UTM Solutions Inc. offers modular support, so you can start with bookkeeping, expand into financial management, or build a broader outsourced finance function over time.

Every engagement is built around your reporting needs, internal capacity, and stage of growth.

01

Bookkeeping

Current books, reconciled balances, and a close process you can trust each month.

  • Bank and credit card reconciliations
  • Accounts payable and receivable tracking
  • Catch-up bookkeeping and historical cleanup
  • Month-end close support and review workflows
02

Accounting

Structured reporting and controls that make the financial picture more dependable.

  • Monthly management accounts and reporting packs
  • Accruals, prepayments, and reporting adjustments
  • Balance sheet review and ledger integrity checks
  • Documentation support for year-end and external partners
03

Financial Management

Insightful reporting and planning support for owners and operators making active decisions.

  • Cash flow forecasting and runway planning
  • Budget creation and variance analysis
  • KPI dashboards tailored to your business model
  • Leadership reviews with practical financial commentary
04

Controller Support

Operational structure for companies that need stronger review, discipline, and process ownership.

  • Month-end review and close calendar design
  • Internal controls and approval workflows
  • Margin analysis and revenue trend review
  • Finance process mapping and handoff documentation
05

Payroll & Compliance

Support for recurring deadlines and routine obligations that should never slip through the cracks.

  • Payroll coordination and journal posting
  • Sales tax and filing preparation support
  • Contractor and vendor payment scheduling
  • Calendar management for recurring compliance tasks
06

Advisory & Forecasting

Strategic finance support for growth planning, pricing decisions, and leadership visibility.

  • Quarterly planning and scenario analysis
  • Board or investor-ready summary reporting
  • Pricing, hiring, and expansion modeling
  • Decision support for leadership and operations teams

Engagement options

Choose the level of support that matches the pace and complexity of your business.

Foundation

Bookkeeping + Close

Ideal for small teams that need dependable books and clean monthly reporting.

  • Monthly bookkeeping
  • Reconciliations
  • Basic reporting pack
Growth

Accounting + Management Reporting

Built for businesses that need insight, accountability, and tighter financial rhythm.

  • Full monthly close
  • Management accounts
  • Cash flow reviews
Strategic

Fractional Finance Partner

For leadership teams that want ongoing financial guidance and higher-level support.

  • Forecasting and advisory
  • Budget ownership
  • Executive decision support

Need help choosing the right scope?

We can map the best starting point based on your current books, team, and reporting needs.

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