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CFO Services
CFO Services
Our CFO Service Package is designed for businesses that require expert financial management and strategic insight with resources dedicated to complex operations, transactions and looking forward. This package combines both compliance and advisory services, providing 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.
With this package, we handle the critical aspects of your financial operations so you can focus on growing your business with confidence. The services are tailored to ensure everything runs smoothly and efficiently, all while providing valuable insights into your financial health.
With this package, we handle the critical aspects of your financial operations so you can focus on growing your business with confidence. The services are tailored to ensure everything runs smoothly and efficiently, all while providing valuable insights into your financial health.
CFO Services |
With the CFO service package, you get everything from the bookkeeping and controller packages with weekly touch points: |
Job Costing |
Tracking costs and labor rates per job and to ensure profits. |
Work in Process (WIP) and Inventory |
Tracking and reporting WIP for long-term projects or contracts and inventory to ensure accounting aligns with future needs. |
13 Week Cash Flow |
Providing more detailed projections considering various business variables. |
Systems |
We will work with you and your team to systemize your business so you can shift from working in the business to working on the business. |
Access |
We meet with you weekly to provide our highest tier of service. |
Strategy |
Leveraging 40 years of experience as a CFO, David Kane will provide a path for organic growth or growth or through acquisition.
We will also prepare your company for debt, a sale, or an investor. |
Why you need CFO services
Compehensive Support |
This package provides both the essential accounting services and the strategic planning necessary for growth.
With the bookkeeper service, we meet quarterly.
With the controller service level, we meet monthly
With the CFO level service, we meet weekly |
Proactive Financial Management |
Comprehensive Financial Oversight: Complete management of your financial operations, both day-to-day and strategically, so you can focus on growing your business.Proactive Advisory: We don’t just focus on past data—we help you plan ahead with actionable insights for future growth.Tailored to Your Business: This package is customizable based on your specific business needs, ensuring you get the support that’s right for you.Scalable & Flexible: As your business evolves, we’ll scale and adjust our services to fit your changing needs.Expert Financial Guidance: With a dedicated controller and advisor, you’ll have expert support every step of the way, from compliance to strategic planning |
Customized for Your Business |
We tailor our services to fit the unique needs of your business, ensuring we’re addressing the right financial areas for growth. |
Next Steps
Ready to take your business’s financial management to the next level with accurate and compliant bookkeeping AND CFO advisory? Let’s chat about your business and see if our CFO service package can support your business’s growth.
Reliable Service |
We are always here to support your bookkeeping needs, ensuring your financials are in order. |
Timely, organized records |
Your financial data will be well-organized and available when you need it. |
Easy Collaboration |
We work closely with you and your team to ensure everything runs smoothly, from transaction categorization to monthly reports. |