Comprehensive
Your CFO
Strategic Financial Leadership for Your Business
Engaging an outsourced CFO elevates your financial strategy to new heights. Beyond precision and efficiency, our CFO services bring a strategic business partner to the table–a professional dedicated to not only managing your finances but actively contributing to the growth and success of your business.
Choosing our outsourced CFO services not only ensures financial precision but also introduces a strategic partner dedicated to enhancing your business’s financial health and long-term success. Embrace an integrated approach to fiscal management that goes beyond numbers and actively contributes to your business strategy.
Our CFO Services Include
- Projections, Budgets, and Cash Flow Insights: Develop comprehensive financial projections and budgets.
- Provide real-time visibility into your cash flow dynamics.
- KPI-Driven Decision Support: Identify and track key performance indicators (KPIs) critical to your business.
- Strategic insights based on KPI analysis for informed decision-making.
- Strategic Business Partnership: A trusted advisor and strategic partner in financial matters.
- Collaborate on long-term financial planning and growth strategies.
- Cost-Effective CFO Expertise: Access the strategic expertise of an experienced CFO without the full-time cost.
- Tailor our services to align with your business’s unique requirements and budget.
Our Outsourced Bookkeeping Services Include:
FNCH Consulting Technology Solutions Bundle:
All FNCH Consulting Outsourced Accounting Clients are provided with access to our turn-key Technology Solutions Bundle. This allows us to provide you with access to the software and technology solutions we will use to work together, so that you have access to your information at your convenience. As part of our implementation process, we will set up a Management Dashboard, a financial reporting data file and other software solutions for you, so that we will be able to jump right in to working with you and sharing information.
- Record Vendor Invoices in Bill.com®
- Assign Appropriate FNCH and Client Approvers for Each Invoice
- Reconcile Vendor Statements
- Record Vendor, Debit Card Transactions, PayPal & EFT Payments
- Record Purchase Orders (PO) Prepared by Client
- Process Manual Checks Issued as needed for emergencies.
- Record Sales Invoices
- Email/Mail Customer Invoices and Statements
- Record Customer Payments
- Track Customer Under or Over Payments
- Set Up Online Bill Payments as Vendor Payments are Approved by the Client in Bill.com
- Record Individual Credit Card Purchase Transactions
- Weekly Accounts Payable Aging Report
- Weekly Accounts Receivable Aging Report
- Weekly To Be Coded and Backup Needed Reports
- Process and/or Record Payroll
- Break Out Payroll/Payroll fees/ Payroll Taxes
- Prepare Bank Account Reconciliation(s)
- Prepare Credit Card Reconciliation(s)
- Reconcile Additional Balance Sheet Accounts
- Balance Sheet
- Profit and Loss Statement –Month
- Profit and Loss Statement –Year-to-Date
- Accounts Receivable Aging
- Accounts Payable Aging
- General Ledger
- Bank Reconciliation Report(s)
- Credit Card Reconciliation Report(s)
- 2 Custom Reports (the initial setup of these reports may require a separate agreement)
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