Virtual CFO for Small Business Owners

CFO Services

A CFO is much different than an accountant. Accountants focus more on compliance and reporting accuracy and a CFO provides advice, direction and recommendations to improve your financial future.

QuickBooks or Sage50/Peachtree Consulting, Training and Support

Setup – We’ll walk you through all the steps to get your QuickBooks, QuickBooks online or Sage50/ Peachtree Software setup properly, including:

Training & Support

We are certified pro advisors in QuickBooks Desktop and QuickBooks Online as well as Sage50/Peachtree Experts.

App Integrations

Feel like your software should be doing more for you or you know of an add-on application that could help you streamline your business?

We’ll help you research the different products and prepare you with a breakdown of pro’s and con’s for each system. The hardest part of working with apps is making sure your expectations are in line with what the product delivers. Let us help you make that connection.

Outsourced Bookkeeping

Expense Transaction Entry, Upload & Coding

Can’t keep up with your accounting in house?

Billing and Collections

You can make more money working the business than doing the paperwork?

Month-End Checkup

You have in-house staff to input your data.

Monthly/Quarterly/Semi-Annual Reviews

You have in-house process but seek outside review


Accounting Process Development

Accounting Architecture Development

We’ll work with you and your business to develop a framework for your accounting system and processes.

Accounting Process and Procedure Check

We’ll document your current accounting system and structure for you and provide you with ideas and feedback on how to get your accounting department to work better for your management needs.