Revenue & Profit Targets
Annual Budget Preparation
Monthly Rolling Financial Projections
Tax Reporting & Filing
Employee Benefit Support
Board of Director Presentations
Our comprehensive outsourced CFO solutions are designed to give you more space in your business and financial transparency to achieve your goals. In addition to keeping your books in tip top shape, we’ll create an annual budget, monthly rolling projections, and revenue and profit targets. We’ll have monthly strategy calls to discuss your financial results, operating margins, and future business goals and how best to meet them.
Instead of adding finance responsibilities to your or your team’s plate, let the experts handle it. We love numbers and all things accounting, so you can rest assured that your bookkeeping and financial reports are not only accurate, but are prepared professionally and timely each month.
We provide real-time data to show you how you’re really doing – where you’re making money and where you’re spending your money. And all in a way you can actually understand so you can make informed business decisions to effectively scale and build profit.
We prepare your quarterly estimated tax payments so you are compliant and prepared for year-end taxes. We are always looking for ways to reduce your tax liability, whether it be utilizing a certain tax credit or electing to file as an S corporation.
Each month we track revenue & profit targets and operating margins to make sure you are meeting your business goals and pivoting when needed. We will help perform cost analysis so you can feel confident in growing your team and investing in your business's future.
We can take over any of those pesky back office finance tasks such as payroll, paying your contractors, invoicing, and paying bills so you can focus on the aspects of your business that you actually enjoy.
We use automatic bank feeds – no need to pass along any paper or receipts. Welcome to the 21st century.