Your small business is an investment—it should be treated and managed like one.
We provide critical financial services to small business and non-profit organizations in the areas of profitability analysis, cash flow management, financial systems, and management accounting.

What is your business
currently struggling with?
Let's face it, there's always room for improvement, and the solution might be easier and faster than you imagine!
Your Finance and Accounting Team
Every business needs to mind the treasury, but small businesses often don't have the skills or resources to effectively manage money. That's where we come in! Click "Learn More" to find out how we become value-added partners in this critical business area.
Tax Planning and
Preparation
Many businesses put themselves at a disadvantage by not working the tax system properly, and we are here to change that. Our focus is to minimize taxes and to eliminate surprises by looking ahead to anticipate the tax bill before the end of the year.
Financial
Consulting
Then there are those times when a business needs custom services. From creating forecasts to financial report analysis to systems development and integration to giving perspective, we will help you ramp up your game.
Frequently-asked questions
Our focus is on service companies and nonprofit organizations with annual revenues up to $10 million, down to $500,000, with a bulk of our client fitting in the $1.5 million to $3.0 million revenue range.
Small Business CFO tailors its services and rates to the needs of each client, and a key pre-engagement activity is to fully understand what your needs are so that we can create a custom program that gives you the best return on investment for your money. That said, our full-service accounting department fees typically range from $750 to $3,500, tax preparation will typically range from $450 to $700, and consulting engagements from $1,500 to $5,000. All of this depends on the scope of work or project, and a free consultation will help us understand your needs, ask clarifying question, and see if we are a good fit to help you.
We will bill hourly or on retainer depending on the nature of the work. If it is a long term, full-service accounting department engagement or a large consulting project, we will typically bill on a flat rate. Otherwise we will bill hourly.
Yes, to our non-profit clients.
We work on retainer. Credit balances at the end of engagements are refunded to clients.
Absolutely.
We do an annual review of our technology partners to ensure security protocols are in place such as ISO 27001, ISO 27018, SOC 1, and SOC 2.
Find out how we can make your financial life easier!
Book a call to share your goals and needs, and we will create your game plan to reach them.
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