CFO Your Way
Creating Pathways to Profitability for Growing Local Businesses
Growing too fast?
Is your business growing so fast that you can’t keep up with the books?
Looking for a financial partner?
Are you a smart startup that wants a financial partner out of the gate?
Messy accounting?
Is your messy accounting causing you to not know your financial position?
It’s time to bring in the experts:
our financial accounting team!
What we Do
We are a Fractional CFO and accounting resource for growing local and family-owned businesses
Bookkeeping
Bookkeeping
• Paying bills
• Making deposits
• Staying on top of receivables
• Performing bank reconciliations
• Providing necessary financial and tax information to the business owner and/or tax preparer
Profitability Analysis
Profitability Analysis
• Budgeting, forecasting, and preparing internal financial statements
• Financial planning
• Work side by side with your management team
• Build banking relationships
• Act as your liaison to outside CPA firms
Financial Growth Strategy
Financial Growth Strategy
• Clearly understand your financial position
• Identify ways to run your business more profitably
• Sharpen your business strategy
• Make recommendations that can increase your bottom line
We are a local business ourselves, so we understand the day-to-day pressures you face
You’re busy taking care of business. You don’t always have the time (or the expertise) to analyze your financial position. You may not want the expense of an additional accounting salary. Our variable cost solution is an ideal fit.
We love working with:
- Local and Family owned businesses
- Real estate investors and developers
- Real estate property managers
- Healthcare offices: medical, dental, vision, chiropractic
- Veterinarians and animal hospitals
Get Started
Most smaller companies don’t have a need for a full-time Chief Financial Officer or Controller
Yet, bookkeeping alone can’t be used as a roadmap for financial strategy: it’s that in-between accounting analysis and financial advice that is needed in order to design your company’s strategic direction.
* Your company is as unique as you are
* One-size-does-not-fit-all
* You need a customized financial roadmap
We become an extension of you and your company so we can work together to find the right ways to increase efficiency, cut costs, and free up your time to concentrate on revenue-producing activities. We’re right there beside you with our sleeves rolled up, getting it done.
“Before CFO Your Way stepped in, the annual financial audits were a major source of bother. They would take 3-4 weeks of endless back and forth with the accountants.
The CFO Your Way team is superb. Their communications, thoroughness, and overall professionalism were crucial to completing the audit in such a short period of time, this year. I was just copied on all the emails through the process but didn’t have to do a thing, except to just watch it being handled by CFO Your Way. For that I’m extremely grateful.”
“During my time at global award-winning fintech company operating as the CEO of the North America division, I had the privilege of working with the team at CFO Your Way extensively. They were very intelligent, ethical, hardworking, and thoughtful in their approaches as they ran our North American financials while working closely with the global financial leaders headquartered in Australia. Highlights:
- CFO Your Way helped us focus on growing revenue while they took the accounting and financial reporting functions off our plate.
- They were proactive in bringing things to our attention and are always available to answer questions.
- CFO Your Way recommended and helped us implement new policies and procedures that streamlined our accounting function specifically the month end close which went from 2 weeks to five days.
If given the opportunity, I would not hesitate to engage with the CFO Your Way organization again!”
“CFO Your Way has joined my tight circle of trusted advisors as I run my business. While I hired them as a bookkeeper, they have moved into a “controller or CFO role” and are constantly accessible to me when I have questions and to provide advice. Cheryl spends time with me going over financial data and running reports so that I can make smart financial decisions as my business grows. I think of her team as my outsourced finance department and I know them to be dependable, responsive and trustworthy. I would highly recommend their services.”
As a local or family-owned business, you contribute to the economy of your employees, their families, your family, and your community
CFO Your Way creates Pathways to Profitability for growing local businesses, so you remain an integral part of your community for years to come.
Accounting Resources & Articles
As 2023 comes to a close…
Webinar at CPAacademy.org and NJCPA article “Year-End Planning: Setting Up Your Clients for a Smooth Tax Prep Process”.
Prepare for a Smooth Transition into 2024
We’re knee-deep in the fourth quarter. It’s the perfect time to organize your finances, assess income & expenses, project cash flow, budget, and plan for the upcoming year.
Are you asking yourself…
With our Comprehensive Financial & Operational (CFO) Assessment we will bring clarity to the numbers and provide you with detailed insight into your organization.
Contact Us