Starling Data Solutions
Starling Data Solutions

Professional Bookkeeping & Financial Advisory Solutions

Professional Bookkeeping & Financial Advisory SolutionsProfessional Bookkeeping & Financial Advisory SolutionsProfessional Bookkeeping & Financial Advisory Solutions

Let us handle the numbers so you can focus on growing your business.

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Who We Are

Starling Data Solutions is a modern financial advisory firm focused on helping business owners make data-driven decisions. We blend bookkeeping, analytics, and strategic insight to deliver financial clarity at every stage of growth. From managing day-to-day accounting to providing CFO-level guidance, we help you understand your numbers and use them to drive smarter, faster business decisions.

Our Services

At Starling Data Solutions, we offer financial support that grows with your business — from keeping your books clean to delivering forward-looking insight that drives confident decisions.

Our three service levels are designed to meet you where you are and scale as your needs evolve.

Foundation – Core Bookkeeping

For businesses that need clean, accurate books and reliable reporting.
We handle the essentials — transaction categorization, reconciliations, and financial statements — so you always know where your business stands.
What’s included:

  • QuickBooks Online maintenance
  • Monthly bank and credit card reconciliations
  • Categorization of income and expenses
  • Recording bills, payments, and deposits
  • Payroll journal entries (from external processor)
  • Standard financial reports (P&L, Balance Sheet, Cash Flow)
  • Year-end accountant support

Operations – Managed Accounting

For growing businesses ready to streamline operations and improve visibility.
We go beyond basic bookkeeping to manage payables, receivables, and reporting — helping you understand where cash is coming from and where it’s going.
What’s included:

  • Everything in Foundation
  • Accounts Payable & Receivable management (within QBO)
  • Deferred revenue and prepayment tracking
  • Class, project, or location-level reporting
  • Quarterly financial review and insights meeting (30 min)

Strategy – Full Advisory (FP&A & Fractional CFO)

For business owners who want strategic insight, not just reports.
We provide advanced forecasting, budgeting, and financial analysis — so you can plan growth, model scenarios, and make confident, data-driven decisions.
What’s included:

  • Everything in Operations
  • Custom financial model (budget vs. actual, rolling forecast)
  • FP&A dashboard and variance analysis (Power BI or Fathom)
  • Strategic cash flow forecasting (3–12 months)
  • Headcount, revenue, and expense driver modeling
  • Capital planning and ROI analysis
  • Scenario and sensitivity modeling (“what if” analysis)
  • Strategic advisory meetings (monthly or quarterly)
  • Coordination with tax and legal advisors

Add-On Services (Available Across All Tiers)

Every business is different — we offer flexible add-ons to tailor your plan:

  • QuickBooks Online setup and chart of accounts design
  • Historical cleanup (catch-up bookkeeping)
  • 1099 vendor processing
  • Budget creation or forecast refresh
  • KPI dashboard setup and monthly management (Fathom, Power BI, Excel)

Contact Us

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Starling Data Solutions

jim@starlingdatasolutions.com // joni@starlingdatasolutions.com Google Business Profile: <<https://share.google/iSzhFj6BvMaI5yFVa<<

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Starling Data Solutions

Carlisle, PA

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