Holistic Financial Solutions:
Holistic Financial Guidance
Let’s face it—business owners are idea people. That’s what makes you great. You turn your great ideas into even greater realities. The path to success, however, is often fraught with financial risks and regulatory burdens.
Truth is—not every small- and medium-sized business can bear the financial and operational burden of an in-house accounting department and experienced financial experts to help it navigate the complex landscape.
Our solution—Portable CFO—is an a la carte menu of services tailored specifically to your business’ needs designed to steward your organization toward a stable and profitable financial future.
Areas of Practice
BOOKKEEPING
SERVICES
Accounting is completed with audit protection in mind should you ever need it.
FINANCIAL
PLANNING
Forward-thinking strategies and advice from the start-up phase all the way to running and growing their business.
REPORTING
& ANALYSIS
Relevant financial reporting for decision making.
TAX
COMPLIANCE
The most important and immediate compliance issue for small and medium-sized businesses.
HUMAN RESOURCES
& PAYROLL
Two scalable payroll solutions—a streamlined web-based payroll and HR solution for businesses.
RELATIONSHIP
MANAGEMENT
We manage all the communication between your bank and/or creditor, because we know it’s important that you focus on your core business.
Related Blog Articles
Aug. 9, 2019
Is it time to hire a CFO or controller?
Many business owners reach a point where managing the financial side of the enterprise becomes overwhelming. Usually, this is a good thing — the company has grown to a point where simple bookkeeping and basic financial reporting just don’t cut it anymore. If you can relate to the feeling, it may be time to add a CFO or controller…
Feb. 8, 2019
Financial statements tell your business’s story, inside and out
Ask many entrepreneurs and small business owners to show you their financial statements and they’ll likely open a laptop and show you their bookkeeping software. Although tracking financial transactions is critical, spreadsheets aren’t financial statements. In short, financial statements are detailed and carefully organized reports about…
Learn more about integrated financial solutions
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