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Consulting Services

CFO Services: A Cost-Effective Solution for Your Business

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them altogether), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

Fortunately, there is a cost-effective solution: part-time, outsourced CFO services.

Experienced, Knowledgeable and Trustworthy, We're in Your Corner.

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.

You’ll also have a better understanding of the financial side of your business based on hard numbers. No more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short of cash.

When you use our CFO services, here’s what we do for you: 

  • Prepare monthly, quarterly, or annual financial statements
  • Financial forecasting
  • Accounts payable and receivable
  • Provide guidance for increasing cash flow and improving profitability in support of future financial goals
  • Strategic tax planning
  • Tax compliance (sales use and payroll taxes)
  • Set up an accounting system and controls


Dedicated CFO Services

The role of CFO is crucial to every business no matter what size. Whether you’re a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise -- and experience -- you need.

Need more information about our CFO Services? Contact us using the form below. You'll be glad you did.



Many Businesses Fail Because of Poor Cash Flow Management - Don’t Be One of Them

Cash flow refers to the movement of money flowing into and out of a business. Positive cash flow is when you bring in more money than you spend. It is what every business owner strives for because it enables you to pay your liabilities and invest in your business.

Conversely, if you are spending more money than you are bringing in, it is called negative cash flow. While there will be times when every business experiences temporary periods of negative cash flow, too many months of negative cash flow can - and will - cause a business to fail. 

Managing Cash Flow Is the Key to Operating Any Successful Business.

As tax and accounting professionals for small and medium-sized businesses, our expertise lies in helping business owners manage their cash flow better with the goal of increased profitability.

Here’s what we do for you: 

  • Develop short and long-term cash projections
  • Analyze prior years cash flow statements to help you understand where the money goes
  • Prepare monthly, quarterly, and annual cash flow statements
  • Provide you with tools to accelerate the collection process
  • Develop updated billing and payment policies
  • Assist with obtaining a line of credit
  • Help you get the maximum rate of return on surplus cash

Avoid a Cash Crisis, Call Us First.

If your business is suffering because you operate in cash crisis mode more often than not, give us a call today.

Accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of: Reconciling bank and credit card accounts, expense classifications, generating financial statements, reviewing daily company data, Accrual data, etc. While accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as: analyzation, advisory, etc.
We understand that every business runs differently and our experts have experience across a multitude of business. That’s why we want to get to you before we dive into your business. This allows us to service you and fit your needs in the best way possible.
Businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for accountants to securely access their clients books anytime, anywhere. Business owners can now select a bookkeeper who truly understands their industry and operations, instead of hiring the closest available person.
Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. As many banks these days allow for view only access where we are assigned our own login. we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for the information. If you don’t feel comfortable with that, we will rely on you to provide all the information.
We set a target date for the 15th for each prior month closing, however there are instances where there can be delays such as documents and questions that we may need in order to finish up the process.
We typically work with Quickbooks Online and Xero.
We offer a few packages with our base starting at $450/month. The frequency and type of services can change the price.
Yes – we can manage and pay your invoices and payables.
Yes – Our experts are up to date and the newest regulations and are able to file and prepare your sales tax needs.
Yes – Prime Ledger can set up, manage and run your payroll at whatever frequency you choose. We ensure each pay run is properly accounting for reconciles with your bank.

© Jordan Goldman, CPA, PLLC 2021