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Strategic Accounting Services

Don't waste your valuable time on accounting, bookkeeping, and finances... Give yourself time to do what you do best -- go out and get more clients!

Most small business owners waste valuable time attempting to manage finances and keep up the accounting and bookkeeping end of their business, but the successful small business owner knows spending more time on work means generating more profit.

Bank Reconciliation

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Identify lost checks and deposits or unauthorized wire transfers.

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Detect and prevent embezzlement of funds.

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Track business growth and manage cash effectively.

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Protection from bank errors, fraudulent checks, and other financial crimes.

Income Statements

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Regular profit/loss statements for tracking operating costs.

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Understand over/under areas in the budget.

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Identify specific problem areas to maintain profits.

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Track increases in product sales or returns as a percentage of your sales.

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Determine your current tax liability

General Ledger Management

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Set up a general ledger system.

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Identify problems with your current ledger system.

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Eliminate discrepancies and maintain accurate records for your business.

Balance Sheets

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Snapshot the financial health of your business at any time.

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Identify and analyze trends in receiving and payables.

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Prepare balance sheets and income statements for reporting to potential lenders and investors.

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Protection from bank errors, fraudulent checks, and other financial crimes.

Plus...

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Unlimited consultations.

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Payroll management.

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Tax planning and preparation.

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And more beneficial-to-your-business services.

Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

What others are saying

"Freed me up to Focus on my Business"

“CFO Services Group has freed me up to focus on my business with confidence that my company’s finances are being taken care of. They proactively keep my books up to date and keep me in the loop on the items that need my attention. They’ve also taken on reliably managing my payroll, keeping my workers’ comp up to date, and coordinating directly with my CPA at tax times. I’d highly recommend them to other businesses!”

– Van G.

Technology & Strategy Firm

"A Trusted and Valued Business Partner"

“We have had a relationship with CFO Service Group for a few years and, during that time, we have received excellent service. MY CFO account manager has consistently provided reliable insight and guidance on how to grow our business. They are a trusted and valued business partner!”

– Carolina H.

Event Planning (Small Business)

"Keeps us Organized and on Track"

“As a small business owner with many responsibilities, Manny has been invaluable to me. He keeps us organized and on track with our finances so we can focus on what we do best.”

– Alex H.

Video Production (Small Business)

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