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CFO Accounting & Advisory Services (CAAS)

Let's run the numbers.

A Finance Team to Count On

A Finance Team to Count On

Our CFO Accounting & Advisory Services for businesses are provided 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.

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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.

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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. 

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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

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. We offer two CAAS package levels of service to choose from based on your needs:
CFO Advisory & Controllership 

 

CFO Advisory
$3,500+ monthly
Controllership
$1,000 - $3,500 monthly
Client Size
$1M+ in Revenue
$100k - $1M in Revenue
Onboarding Period
4-6 weeks
2-4 weeks
Client Support
Unlimited
Unlimited
Bookkeeping
A/P & A/R
HR & Payroll
Sales Taxes
Month End Close
Corporate Taxes
Financial Meetings
Weekly & Monthly
Quarterly
Forecast Modeling
KPIs Review
Tax Planning
Cashflow Forecast
Other Tax Returns
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. 

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