Expert Chief Financial Officer Services for Growing Businesses
Growing businesses often reach a point where they require the strategic oversight of a financial executive, but aren’t ready to hire a full-time Chief Financial Officer (CFO) or controller. By outsourcing the CFO role to one of our team’s experts, you’ll gain a dedicated fractional CFO that provides the high-level insights and leadership of an internal CFO. You can then make better decisions to efficiently manage and scale your business operations.
What You’ll Receive
We work alongside your business to oversee accounting integrity and monitor internal controls, delivering sophisticated financial expertise in areas such as:
- Financial statement analysis
- Projections
- Comprehensive financial strategy
- Compliance
- Cash flow management
- Tax planning
Expertise Without the Overhead
Think of our fractional CFO service as an executive-level upgrade for your business. We provide the sophisticated financial oversight and growth strategies of a full-time officer, but at a price point that respects your bottom line. It’s the high-level perspective you need to make confident, data-driven decisions.
The Complete Back-Office Solution
Beyond strategic guidance, we can also step in to manage the heavy lifting. You have the option to bundle our daily bookkeeping services into your CFO package, allowing you to hand off the day-to-day accounting grind entirely. We manage the ledger so you can focus on the vision.
Benefits of Outsourcing CFO Accounting Services
A growing business requires more than just hindsight accounting; it requires foresight. Our fractional CFO and bookkeeping services are designed to integrate seamlessly into your operations, replacing manual chaos with streamlined systems. We focus on three core pillars to ensure your financial foundation is as ambitious as your vision:
1.
Strategic Growth & Confidence
- A Roadmap for the Future: Move beyond guesswork with strategic planning and budgeting that provides a clear path for expansion.
- A Trustworthy Sounding Board: Gain a dedicated partner to vet equipment purchases, expansion plans, and major business decisions.
- Data-Driven Peace of Mind: Trade financial anxiety for confidence, knowing every decision is backed by high-level analysis and a solid roadmap.
2.
Profit Protection & Efficiency
- Fortify Your Bottom Line: Implement strong internal controls that increase profitability while safeguarding your business against risks like employee theft.
- Optimized Tax & Debt Strategies: Keep more of what you earn with proactive tax planning and aggressive debt reduction strategies.
- Negotiated Savings: We act as your liaison to bankers and vendors, even reviewing and negotiating insurance policies to ensure you get the best value.
3.
Personal Freedom & Focus
- Reclaim Your Vision: By handing off the financial complexities, you can devote your energy to marketing, operations, and generating revenue.
- Restored Work-Life Harmony: Stop spending your evenings on spreadsheets; our oversight allows for a better balance between your business goals and personal time.
- Crystal Clear Clarity: Gain a deeper understanding of your business’s financial health without needing to be the one who generates the reports.
CFO Accounting Services Checklist
Simply Counted & Tax’s CFO accounting services procedure check list identifies a starting point for our working relationship. Items include:
Double-Entry Accounting Transactions
- Revenue Activities – Invoicing & Accounts Receivable Management
- Accounts Payable Management; recording, filing and payments
- Management of Online Account/Set Ups Passwords
- Bank Account Reconciliation – Monthly
Cash Flow Forecasting and Analysis
- Identifying future cash gaps or surpluses before they occur
Asset List/Depreciation Reporting
- Critical insights into capital expenditures, tax liabilities, and net book value for financial planning
- 941/MESC/940/StateW/H/W-2’s/Year-End Close, Payroll WC Audits
- Year End Reconciliation, Annual Reports, W-2’s
- Employee Advance Tracking, if applicable
- FOC & Garnishment
- Work Comp Audits
- 1099 Tracking & Year End Reporting
Taxes
- Job Descriptions/ Performance Evaluation
- Benefits & Compensation
- Health Care Mandates
- Internal Procedures & Financial Processes Review
Insurance Policies – Summary, Tracking & Comparison
Loan Amortization Schedules
Management Reporting
- Monthly or Weekly Meeting – based on activity or need
- Available for timely communication with management team of company
IT Resources
- Off-site back up of accounting records, software and source documents
- Customized accounting information/communication options (fax, email, Remote Desktop, Log-Me-In, phone conferencing)
- Software training and support (QuickBooks, PeachTree, Sage)
- Electronic Information Systems/Organization
Ready to Scale with Confidence?
Navigating the financial complexities of a growing business shouldn’t be a solo journey. By integrating fractional CFO services into your operations, you gain more than just a tax preparer—you gain a strategic partner dedicated to your long-term success.
Whether you need robust financial reporting to satisfy stakeholders or a high-level financial strategy to fund your next expansion, our team is ready to provide the clarity and oversight you need to lead effectively.
Don’t leave your growth to chance. Contact Simply Counted & Tax today to schedule a consultation and discover how our outsourced CFO services can help you reach your business goals.