Iris Financial Group

Iris Financial Group is a business services firm in Nashville that handles accounting, bookkeeping and financial management. Its work covers monthly accounting, fractional CFO support and payroll, and it also serves high net worth individuals and families.

Products and services

• Monthly accounting: bank, card, credit line and loan reconciliations, accounts payable and receivable, the general ledger and sales tax returns.
• Month-end reporting: balance sheets, income statements and a monthly custom reports package with ongoing analysis.
• Year-end work: required year-end filings, business tax and license matters, and help for the CPA with tax preparation.
• Budgeting, forecasting and consulting: budgets, one to five year plans, monthly analysis meetings and consulting that helps owners set clear goals.
• Payroll and HR: full payroll management, new hire packets, HR forms and employee handbooks.
• QuickBooks setup: installing QuickBooks Desktop or Online, moving from other accounting software and training on the system.

Clients

Clients have included businesses that handled bookkeeping in-house before needing outside help as they grew, and high net worth individuals and families.

Key facts

• Based in: Nashville
• Platforms: QuickBooks Desktop and QuickBooks Online