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.

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  • Serves as a second set of eyes reviewing your financial statements, following trends in your financial reports, analyzing expenses and ensuring you are optimizing your profits.
  • Attend board meetings with your partners/managers providing another leadership source
  • Provides a third party contact for Banking Institutions, Lenders and Agencies
  • Focus on the management of 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:

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  • Picking the right software for your business
  • Creating a customized chart of accounts and class/departmentalization structure
  • Setting up the preferences to optimize the system for you
  • Creating a customized invoice to match your brand
  • Connecting your bank and credit card accounts

Training & Support

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

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  • Training of Staff to facilitate cost effective use of software.
  • Assisting with solutions for specific reporting requirements

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?

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  • We can input/upload the information from your bank and code them into your accounts weekly, twice a month, or monthly. You’ll get a breakdown of how the transactions were coded for your review. Give us a few notes back and we’ll update everything based on your direction.
  • We’ll also prepare the reconciliation at the end of the month.

Billing and Collections

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

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  • Prepare and send invoicing, either electronically or paper copy.
  • Prepare and send out Monthly statements to clients to assure that they are notified of the status of their account.
  • We’ll also make the calls to the customers to inquire as to status on payments. We believe that most customers want to pay their bill and we function as a helpmate to that end, not as a “debt collector”.

Month-End Checkup

You have in-house staff to input your data.

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  • We’ll review/prepare your bank reconciliations.
  • We then review your Profit and Loss and Balance Sheet to make sure your transactions were coded properly. Providing observations and recommendations in writing
  • Finally, we will compare budget to actual reporting (or a prior period) and note any variances for further review.

Note: This service, or any other service provided by My Business Partner LLC, is not considered an attest service provided by a CPA under SSARS (Statements on Standards for Accounting and Review Services) and should not be viewed or used by any third-party to the client.

Monthly/Quarterly/Semi-Annual Reviews

You have in-house process but seek outside review

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  • We’ll review/prepare your bank reconciliations.
  • We then review your Profit and Loss and Balance Sheet to make sure your transactions were coded properly. Providing observations and recommendations
  • Finally, we will compare budget to actual reporting (or a prior period) and note any variances for further review.

Note: This service, or any other service provided by My Business Partner LLC is not considered an attest service provided by a CPA under SSARS (Statements on Standards for Accounting and Review Services) and should not be viewed or used by any third-party to the client.


Accounting Process Development

Accounting Architecture Development

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

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  • Assist you in selection of the right product(s) for your business and develop ways to streamline the workflow so you can be stay productive.
  • Meet with management to review and revise the plan as it is implemented.

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.

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  • Meet with employees for interviews and shadowing sessions to better understand your systems and workflow.
  • Meet with management to evaluate finding and determine solution implementation.
  • Assist in implementation of solutions
  • Follow up meetings with employees and Management to solidify solutions.