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A Finance Team to Count On
A Finance Team to Count On
Our CFO Advisory Services (CAS) for businesses provided accounting on a weekly and monthly basis depending on the company size and services needed. Not only will we account for your business, but we will also help you understand the numbers. Always looking for financial and tax opportunities to take advantage of. Each month you will receive financial statements and deliverables to review together. We consider ourselves to be a part of your management team, always in constant communication and ready to help.
Our Approach
During onboarding we strive to understand your business goals, management reports, and operating systems to quickly become part of your team.
TOUCH
Assessment
(Weeks 1-2)
Assessment
(Weeks 1-2)
During client onboarding, the discovery phase of current financial processes, systems, tax returns, legal corporate documents begins. Our goal during this stage of our engagement is to fully understand operations and finances.
TOUCH
Implementation
(Weeks 2-4)
Implementation
(Weeks 2-4)
Implementation of our cloud based systems to streamline financial processes. Establish specific performance metrics with management. Train management team and employees on new financial processes and systems.
TOUCH
Client Services
(Continuous)
Client Services
(Continuous)
Our team begins to provide continuous, accurate, and timely financial reporting on a weekly and monthly basis. Reviewing and analyzing financial and operational performance with you. Available as a resource to help management and the business.
CAAS Packages
Our clients range in sizes and are located all over the country. Services are offered virtually but we often travel to plan and review operations with clients at their offices or facilities.
CFO Advisory
Client Size: $1M+ in Revenue
Onboarding Period: 4-6 weeks
Client Support: Unlimited
Financial Meetings: Weekly & Monthly
Bookkeeping
A/P & A/R
HR & Payroll
Sales Taxes
Month End Close
Corporate Taxes
Forecast Modeling
Tax Planning
Cashflow Forecast
KPIs Review
Controllership
Client Size: $100k-1M in Revenue
Onboarding Period: 2-4 weeks
Client Support: Unlimited
Financial Meetings: Quarterly
Bookkeeping
A/P & A/R
HR & Payroll
Sales Taxes
Month End Close
Corporate Taxes
CAS Packages
Our clients range in sizes and are located all over the country. Services are offered virtually but we often travel to plan and review operations with clients at their offices or facilities. We offer two CAS package levels of service to choose from based on your needs:
CFO Advisory & Controllership
CFO Advisory
Avg $3,500+ monthly
Controllership
Avg $1,500+ monthly
Client Size
Average size of current clients. Based on their operations and complexity, pricing can vary per industry.
$1M+ in Revenue
$100k - $1M in Revenue
Onboarding Period
4-6 weeks
2-4 weeks
Client Support
All of our clients are free to email, call, or schedule a Zoom meeting with our teams during our engagements. Never having to worry about hourly billing.
Unlimited
Unlimited
Bookkeeping
Dedicated accounting team to reconcile bank and credit card transactions into financial ledger on a daily or weekly basis.
A/P & A/R
Let our team reconcile and handle accounts receivable and accounts payable with our paperless systems.
HR & Payroll
Let our team handle your payroll and HR functions. Including the oversight of employee files and retirement and health benefits.
Sales Taxes
We handle and file all sales and use taxes in applicable jurisdiction.
Month End Close
Bank accounts, credit cards, accrual entries and general ledger reconciliations are performed monthly. Reconciled monthly financials are sent to management on a monthly basis before the 15th of the following month.
Corporate Taxes
Annual Corporate Federal & State returns are prepared and filed for all clients.
Financial Meetings
We meet with clients virtually via Zoom or in person when needed. Also communicating via email, phone, and text on a daily, weekly or monthly basis.
Weekly
Monthly
Forecast Modeling
We help clients establish two year forecast and scenario models using business drivers based on historical trends, financial ratios, and custom inputs.
KPIs Review
Review of custom key performance indicators that are drivers for your business operations and industry.
Tax Planning
Quarterly Corporate & Personal tax planning meetings to save on taxes and pick up cashflow through planning.
Cashflow Forecast
Weekly and monthly cashflow forecasting and treasury management.
Other Tax Returns
Tangible & Personal Property Taxes, International Taxes, Excise Taxes
A La Carte
A La Carte
How We Work
We Work In Teams
Our clients have dedicated financial teams of two to four team members, made up of client CFOs & Tax Managers. This allows for both operational and tax questions can be handled by our team timely and efficiently.
All Inclusive Flat Fees
Our monthly flat fees for clients are agreed upon from the beginning of engagements based on level of service needed. Clients can openly communicate with us knowing they will never be hit with additional hourly fees.
Performance Dashboards
We help management blend financial information with operational data to better understand company performance. Working with your team, we carefully select key drivers in your business to track and review.
Cloud Based Solutions
We help clients implement scalable cloud based financial systems so they are more prepared to handle growth.
Timely Data
Your books are maintained up to date weekly and monthly to always know how much cash is on hand, who owes you, and who needs to be paid.
Reduce Fraud
Our services come with complete transparency into income and expenses with digital document management. Helping keep strong controls over your financial processes.