ONEEVA FINANCIAL GROUP, LLC

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Overview

$1,000+

Min Project Size

$100 - $149/hr

Avg Hourly Rate

2 - 9

Employees

2016

Year Founded

ABOUT ONEEVA FINANCIAL GROUP, LLC

ONEEVA

ONEEVA acts as a link between conventional bookkeeping and innovative financial strategies. We don’t simply manage your books; we oversee your entire financial journey with a Systems-First approach. We handle your daily accounting needs while providing advanced financial systems for growing businesses that have moved beyond basic bookkeeping but are not yet ready to invest in a full-time CFO, which can exceed $350K. Our services include expertise in various industries: Law Firms with trust accounting and matter profitability, Healthcare focused on insurance reimbursement and cash flow optimization, Real Estate with property accounting and investor reporting, and Construction dealing with job costing and WIP tracking. I bring the best practices from corporate America to you. If this sounds like what you need, let’s connect. Reach out for a free discovery call.

LANGUAGES SPOKEN

English

HIGHLIGHTS

$1,000+

Min Project Size

$100 - $149/hr

Avg Hourly Rate

2 - 9

Employees

2016

Year Founded

Services

Focus

Industries

Clients

Services Provided

39% Accounting Services

30% Financial Advisory & Consulting

20% Business Consulting Services

11% Accounting System Integration

About the Team

OUR STORY

Our Journey ONEEVA was created to support expanding businesses in advancing from simple bookkeeping to organized financial management and improved decision-making. With almost 18 years of experience in fast-paced and corporate settings, I offer the financial rigor and operational framework typically associated with larger enterprises to small and medium-sized companies. We mainly assist law firms, medical practices, real estate businesses, construction firms, and consulting agencies throughout the United States.

Portfolio

Accounting Cleanup & Financial Rebuild

Unknown

ONEEVA assisted a developing service-oriented business through an extensive accounting overhaul and financial restructuring project lasting several months. The client faced challenges such as erratic reporting, unbalanced accounts, and a lack of clear insights into their financial status. Our team redesigned the chart of accounts, carried out historical reconciliations, standardized reporting procedures, and enhanced overall financial organization, resulting in more precise and dependable financial records.

Cash Flow Visibility & Reporting Structure

Medical Agencies

ONEEVA collaborated with a developing company that faced challenges in achieving consistent financial visibility and had difficulty tracking its monthly cash flow and operational performance. Reporting was often postponed, accounts were infrequently examined, and the leadership team was without dependable financial insights for making informed decisions. We established a systematic monthly reporting process, streamlined financial data, enhanced reconciliations, and provided greater clarity regarding cash flow and operational activities. This empowered leadership with more precise and timely financial information to aid in daily business decision-making.

Accounts Payable & Expense Management Optimization

Growing Real Estate

ONEEVA assisted an expanding company in enhancing its accounts payable and expense management procedures. The company faced issues such as inconsistent invoice tracking, slow approvals, and insufficient visibility into operational costs. We helped optimize the accounts payable workflow, enhance expense organization, standardize coding practices, and establish more uniform financial processes. As a result, the company achieved greater operational efficiency, improved financial organization, and a more organized month-end closing process.

Projects & Clients

Project Size & Rate

Minimum Project Size

$1,000+

Average Hourly Rate

$100 - $149/hr

Pricing Snapshot

Min Project Size

$1,000+

Avg Hourly Rate

$100 - $149/hr

Cost Rating

N/A

What Clients Have Said

“

"ONEEVA FINANCIAL GROUP, LLC delivers quality projects within budget and timeline expectations based on verified client feedback."

Based on verified reviews and internal benchmark data

MOST COMMON PROJECT SIZE

0 Reviews

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No distribution data available.

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Accounting Services

Financial Advisory & Consulting

Business Consulting Services

Accounting System Integration

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