Our services
CFO Services
By hiring a Outsorced CFO Service you will get access to a team of dedicated, experienced and efficient finance professionals at a relatively lower cost
No cleanup needed first
Works with QuickBooks, FreshBooks & Sage
Cancel anytime
7+
years helping small businesses
In business since 2018
188
bookkeeping and tax guides
Published free on our blog
1
week of bookkeeping, free
Try us before you commit
When you have established yourself as a business then there may be times when you have to handle multiple projects at the same time. This is when our services come into the picture. We step in with our Outsourced CFO Services to handle all of your workloads. Our team works with your existing senior management team to expedite and execute your financial tasks with great efficiency.
Virtual CFO services give you access to a chief financial officer who can help your business grow by implementing ways to raise capital, set KPIs and review and analyze financials to identify risks and big-hit opportunities. CFO is a recognized management authority which helps in financial analysis and risk identification. Hiring a full-time CFO is sometimes out of budget for small businesses. Therefore there is a requirement to have virtual CFO services. Our services can be a perfect fit for you if you are a growing business and your budget does not allow you to get full-time CFO Services.
Our bookkeeping and accounting solutions enable seamless delivery of services and exclude the need to have separate labor consultants, tax consultants, accounting executives, CPAs, and CFOs. We are able to provide high-quality consolidated services by helping you save 40% off your bookkeeping budget.
How Do We Work?
If you have Outsourced CFO Services then you will have a dedicated team of finance professionals who will help you manage all the financial operations smoothly. These professionals may not be present on-site all the time but will always be there whenever you need them. Depending on the size and the growth stage of your company, we provide a flexible engagement model. It allows you to increase or decrease engagement levels on the basis of your needs.
We go beyond the day-to-day bookkeeping tasks by establishing robust processes and controls during the first phase. It ensures prudent risk management for your business and smooth day-to-day functioning.
We take the complete responsibility of managing your business’s finance, accounts, compliances, corporate governance, reporting and also the strategic requirements and many other functions.
Our services also include:
- Accounts Payable
- Accounts Receivable
- Payroll Processing Services
- Reconciliation Services
- Tax Preparation and Filing
- Financial Statement Preparation
How Are We Different From Others?
Now you must be wondering what is so unique about our CFO services that make us stand out. Major features of our services include:
- Records Maintenance: Our team will maintain all your accounting records as per the accounting standards. They are always updated, error-free and
- Financial Analysis: We analyze your company’s finances in detail. It helps with making decisions suitable for your company’s growth.
- Budgeting: We create a budget and manage everything in a way that the budget is followed properly.
- Financial Projections: This includes the forecast of revenue & expenses and also involves the market factors’ prediction.
- Cash Flow Projections: Cash flow projection helps you to know the exact cash position of the company. This way you will have an idea that how much cash is required to meet all the obligations. They also help to maintain the positive cash flow in the business.
- Increased Profitability: We will help you to maximize the use of all the resources which will result in increased profit.
- Risk Assessment: We provide you all the data and analysis reports that are required to identify and mitigate the risk in order to improve opportunities.
Why Choose Us?
We will work as your strategic partners and not just a financial service provider. We have a dedicated team of finance professionals who ensure that you get high-quality CFO services that suit the needs of your business.
If you don’t need comprehensive and consolidated financial advice but are looking for someone to manage your books efficiently, then also you can consider us to get an all-in-one virtual bookkeeping solution. Apart from providing CFO services, we are also there as your bookkeeping associates, accounting advisors, and 24×7 financial health specialists.
How it works
Getting started is simple.
No new software to learn and no office visits. Getting started takes one conversation.
01
Tell us about your business
Book a free consultation or get a quote online. We learn how your business runs and recommend the services you need.
02
Share your documents
Email them, give us access to your accounting software, or upload them to a shared drive. Whatever suits you, we handle everything from there.
03
We set up and do the work
We clean up and set up your books, then reconcile your accounts, organize your transactions and prepare your financial statements, so your records are ready for tax time.
04
Review reports you understand
When the work is complete, our team lets you know and your reports are ready for your review, in a format you can follow.
Want the details? See how it works
Testimonials
Business owners trust us with their books.
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Client story
Talk about smooth bookkeeping and there is no one that will come to your mind but them. They have made my year end tax season so easy!
Nevada Lewinski
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Client story
What Accounts Confidant did differently for me was to help me with an attentive ear. They helped me file my taxes online as well.
Pamela Earnst
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Client story
These guys were very professional and handed my financial reports and statements every 15 days. I recommend them if you are looking for a system to organize your bookkeeping.
Nicholas Page
Questions
Questions before you start?
Do I need to clean up my books before I hand them over to you?
No, we will include cleanup for you as a part of our work estimate. Our team of financial specialists will set up your industry-specific general ledger in the cloud accounting solution that best fits your needs.
What Accounting Software do you support?
At Accounts Confidant we support multiple financial software like QuickBooks, FreshBooks, Sage, and other standard accounting applications. We also have knowledge of much industry-specific software.
Will I lose control on the operations of my business if I outsource my bookkeeping?
This will never happen. As the business owner, you have complete control and authority over your business. All the decision making and financial steps are taken after your due consent and approval. There are regular reporting and provision of information at every stage. This is done to make sure that you stay at the top of all the financial decision-making.
Is outsourcing bookkeeping secure?
Your company’s confidential financial data is maintained under the highest and most premium cybersecurity standards. No one can access your data even from within our team without your due permission. There are restrictions that can be set up to allow certain functions to be permitted only to pre-assigned individuals.
We make use of a 128-bit SSL encryption to make sure that all the communication is safeguarded and secure.
Can I cancel my plan at any time?
Yes! None of our subscriptions are like locked down plans. It is very easy to get all your financial data and documentation back from us as and when you choose to eliminate yourself from our services. All of your records and statements are returned back to you promptly and securely.
Free trial
Try us out for free.
Fill in your details and we’ll do a week of your bookkeeping and send you the results, free of charge.
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