Your Trusted CFO and Accounting Partner for Contractors and Trades
Achieve financial clarity with the expert guidance of David Kane, CPA
Services
What we can do for you We offer three bespoke service levels, based on your needs from bookkeeper, controller and CFO.
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Bookkeeper
The Bookkeeping package is designed for small contractors and trades. Typically, a bookkeeper is the best fit if you have a small crew. You will receive accurate, reliable, and timely financial records within the first week of the month to stay compliant with regulatory requirements while maintaining control over their finances. This package focuses on ensuring that your financial transactions are categorized, reconciled, and documented in a way that supports both your operational needs and compliance with tax authorities.
Controller
The Controller package is designed for businesses that have outgrown a bookkeeper but too small for a CFO. If you have several crews or a more complex business and need comprehensive financial management and strategic oversight on a quarterly basis, you need a controller. This package combines essential accounting services with proactive financial planning, ensuring your business stays on track to grow while keeping you in control of your numbers.
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CFO
The CFO Package is for businesses that require expert financial management and strategic insight. Typically, you will need a CFO if we need to connect several times a month. This package provides comprehensive oversight of your financial operations while guiding your business toward sustainable growth. We handle everything from basic transaction categorization to advanced cash flow forecasting, ensuring your finances are optimized and your business is positioned for long-term success.
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About
A reliable companion on the path to financial well-being
Welcome to David Kane, CPA, your trusted partner in the world of Accounting, CFO Services and business advisory.
