Do you need help in financial areas such as cash flow, interpreting financial statements, or setting up key performance metrics?

Is your business too small for a full time CFO, yet in increasing need of more financial expertise and guidance?

Could you use professional accounting and financial advice in your small business?

​

If you said yes to any of these questions, then you will benefit from our Accounting and CFO services. We can help you fill in the missing management-level gaps in your accounting team without you having to pay expensive full time executive level salaries.

Keeping the Cash Flowing

One of the most challenging tasks of small business owners is managing their cash balances. We can help you get the right tools in place so you can stay on top of your cash. Whether it’s setting up the right reporting, creating forecasts, or preparing a loan package for your local bank, we can help you keep your cash flowing.

​

Behind the Controls

Small business accounting functions often lack the internal controls and procedures to help prevent fraud, theft, and other risks to your hard-earned assets. That means your business assets, from cash to inventory to receivables, could be at greater risk of being mis-handled.

We can review the duties of each bookkeeper and make suggestions to procedure changes that will lower your risk and help you better protect your business assets.

Profitability Analysis

Do you wonder which product or service line is the most profitable for you? We can perform an analysis of profitability by location, product, employee, or whatever grouping is meaningful for you. This information will help you make better decisions about your revenue mix and make your business more profitable in the long term.

​

Process Development and Improvement

Are there any areas in your accounting functions that are undocumented? We can help you write a procedures manual for those areas.

We can also take a look at areas within your accounting system that are costing you more than they should be. These could include areas of duplicate data entry, time spent on manual reports, and bottlenecks in general. We’ll suggest improvements that can save your time and money and keep your bookkeeping bill as low as possible.

​

Planning and Budgeting

Do you know exactly what you want your business to look like in three to five years, but are not sure how to get there? We can help you make sense of the financial piece of planning so you can achieve your dreams.
In the short term, we can also help you create a budget for your business so you can control expenses and see where you stand relative to your goals.

​

Budgeting, Job Casting, and Industry Benchmarks

Budgeting is key to growth and better profitability. Job costing shows you where you need to make adjustments and is a great tool for future proposals, and industry bench marking guides the budget process to make sure you are not over spending in areas or spending enough in others and most importantly, billing accordingly to reflect that data.

​

Real Estate and Equipment Acquisition

Planning a large investment? We can help you compare and evaluate your options from a financial standpoint so you can make an informed decision.

Staff Training

If you don’t have the time or expertise to train your bookkeeping or accounting staff, we can provide the training they need to become proficient in their accounting duties.

Sounding Board

It can be difficult to find good advice when you are in business for yourself. Friends and spouses who are not self-employed don’t often understand the decisions we make. As a fellow small business owner, we can act as a sounding board for your business ideas.