With Today CFO you can lower your overhead while receiving all the benefits of having a highly qualified financial team. We are experts at what we do and we can free you to be the expert you are at growing your business!


Our focus is on a rich, collaborative, relationship with you, and we want to make sure that you fully understand every aspect of your financials. We not only provide you with invaluable analytical information and reports, but we also schedule monthly meetings with you to make sure that you understand your financials and answer every question you have. In addition, you can call us anytime—we are here to help you understand.


Growing businesses need the technology that is found in financial cloud services and these are services that are very affordable. Many business owners do not believe that they can afford these services—Today CFO says, “Yes you can!” This is the technology used worldwide by the financial departments of many large international companies. We can add this value of data and analytics to your business at prices that you can afford. Are you a business owner who is aggressively growing your company? Do you want to avoid eating up your valuable time building a financial department? That is why Today CFO is perfect for you and your business! We are your single-source financial solution!



Most business owners didn’t go into business to learn the finer points of tracking their business financials. In fact, we hear from our clients that it’s kind of the worst part of owning a business. Today CFO is one of the only services that will give you time back in your day.



The most important part of our process is meeting your team. You’ll have a single point of contact as we go forward, but we want you to feel comfortable with everyone that’s helping you grow. With your service, you have experts from different specialties such as Accounting, Income Tax, Sales Tax, Technology and even a CFO adviser working to get your books set up just right.


We use the bank’s own feeds to get your transactions in real time for all of your accounts. Plus, you’ll have a secure, handy storage where you can send files. No more emailing attachments. Your account manager will go through the steps of collecting everything we need to keep you on the right track.


Once we have everything flowing in the right direction, we huddle back around the table and go over it in a comprehensive review. That way, we know we’re on the same page and if we need to make any changes or updates… we can do that, too!


Spend less time worrying about the accounting processes & procedures, and spend the time growing your business. Each Month we’ll send over a detailed report containing your key metrics, profit and loss statement, balance sheet, cash flow, accounts receivable, accounts payable and much more.


Your business is unique, and it deserves to be treated that way. Our team puts together the right services for your industry and your business.
Today CFO wants to give you and your business a pleasant and helpful solution to your financials. We understand you can find generic services from many providers, and they all seem the same. But, should they?


Restaurants have different problems from tech startups. Doctor offices need different financials from manufacturing companies. A law office is totally different from a nonprofit organization!
Your team has been specially assembled for their experience and expertise to match your company, industry and goals.


What seems like a simple task can end up being quite the undertaking. Tracking collections, creating deposits, making appropriate entries and recording various projects, expenses and charitable contributions can be overwhelming. While the concept seems simple at first, the amount of hours involved can make the task quickly overwhelming. Your Today CFO solution will help you spend much less time behind a computer screen and more time helping the community.

Dental Practices

Gain complete transparency on your practice’s financial and operational health. Your team is aware of all the key metrics that makes your practice highly profitable. You’ll know the number of active patients and active preventive care patients. Determine your hygienist efficiency and ratio and track it accurately over time. You’ll also gain visibility into bills, labor costs, and supply expenses that will save you money!


We love allowing creatives to focus on what they love the most… creating! Producers, independent artists, or talent managers can all benefit from the confidence in knowing their financials are in the hands of experts. Your team will help you maximize your deductions, prepare for tax season and get you the advice you need to thrive. At the end of the month, we’ll even send you a video status report on how you’re doing without all the complicated accounting jargon!


Education companies are doing critical work, so your team is specially trained to provide you with the perfect solution for your institution. Montessori schools, private schools, post-graduate programs, trade facilities and even certification and testing centers can all prepare their annual budgets and reports more easily. Your team will ensure you have all the data you need to maintain compliance with your local district or accreditation agency.


Environment protection companies are often performing work for projects, companies, and governments that are under heavy scrutiny. Falling behind on the bookkeeping simply isn’t an option. When proving out your company’s worth, ROI, return on assets, headcount, and budget, you want to have the most accurate information to work with. You will save time and money on rework, be prepared for taxes and track key performance indicators monthly.


Just because you’re running a financial company doesn’t mean you want to spend your time ticking and tying the bank statements or coming up with a perfect chart of accounts. Your Today CFO team can provide you with visibility and simple processes and systems that work without diverting hours upon hours from your business growth. More importantly, you’ll have the data you need to grow your company while also providing excellent care to your clients.

Farming & Agriculture

Agriculture is a way of life, and your team wants to make sure your accounting system supports it. That’s why farmers and growers of all kinds, whether it’s traditional land or aquaponics can get back to watching their crops and not their books. We will set you up with the right mix of products, services and processes to ensure that when it comes to critical business decisions, you have everything you need to grow your crops and your company.

General Contractors

Your team is well-versed in construction accounting for residential and commercial contractors, developers, designers and even architects. Construction can get overwhelming with the mounting complexities of prevailing wages, accounts payable, accounts receivable, 1099 subcontractors, bonding compliance and more. Eliminate your administrative headaches by having a team already trained in processes and procedures to keep you going.

Healthcare & Medical Practice

Healthcare is challenging work, and the world needs people like you to keep it healthy. So your team is ready to provide your company with the same level of care. Healthy financials let you make the right decisions when it comes to keeping your company alive. Providing the best care to your patients should be the most important and pressing part of your day.

Law Practices

When it comes to a legal practice, time is literally money. Your team understands where you need to be focused, so you can take excellent care of critical client needs. Your team will assemble accurate financials for your company so you can make smart, informed decisions. Never miss another billable client expense or filing fee. Your new system will allow you to have visibility into your cash flow, profitability and trust account balances.


Track and control the operational cost of your business from equipment to leases and asset repayment plans. Keep an eye on your upcoming bills each month and gain complete visibility into the health of your manufacturing company. Your team will give you better insights into the monthly operational costs and overhead. You’ll also be able to better manage inventory, calculate your work-in-progress and finished goods.


Let our team of experts handle the complex back-office financials for your organization. You will have complete confidence that your books are clean and audit-ready 24 hours and 7 days a week. You won’t have to worry about the administrative hassles of bank reconciliations, reporting, credit card and expense management, donor tracking, earmarked funds or missed deadlines anymore.

Plumbing & HVAC

Most bookkeepers will lump construction and trades into the same bucket. But they are very different companies. Our trades have unique needs and we build them accounting solutions to match. We want you to sleep better at night knowing your expenses are properly categorized so you’re taking advantage of every deduction. Your deadlines are being watched so you can avoid penalties. And your company is safe because you’re being proactive instead of reactive.

Real Estate

Create more time in your day for important client meetings, showings and revenue-generating activities. Your team can take care of the administrative burden so you can maximize your deductions, track mileage, commission income, and real estate fees & dues. Because you’ll be paired up with a team that understands your company, you won’t have to train them for all the industry’s complex entries such as 1031 exchanges or installment sales.


Restaurants can be very challenging, and also delicious! But you do need someone who understands your specific accounting challenges. Your Today CFO team will help you track food & liquor costs, overhead, break even and even the revenue per table required to stay profitable. Gain insights into yourInventory, spoilage, reorder points and even POS integration with cloud-based accounting solutions paired up with the right processes.

Retail & E-Commerce

Retail businesses can be fun, exciting and wonderfully creative. Providing products and services to consumers through brick and mortar or e-commerce can be very rewarding. It’s a fast-paced and multi-faceted business requiring ordering, staffing, marketing, networking, sales training and more! The last hat you want to wear is the bookkeeping one, but you also want to hand it over to someone you can trust, that gets what you do. We understand e-commerce and storefronts and your team is standing by to help you conquer both.

Software, SaaS and MSPs

Manage and track all the critical aspects of your tech company such as cash flow, new product development, current product improvement, cost to acquire a new client and much more. You deserve an advisor that understands how your company relies on the lifetime value of a customer, payback period, churn rate, burn rate, MRR & ARR. Your team will help you with invoicing, payroll, taxes and more while you focus on the growth metrics.

Trucking & Shipping

Independent truckers or major shipping companies, the goal is the same. Be prepared with solid financial records and receipts that help you avoid tax penalties, maintain your profit margins, and keep your revenues up. Record keeping is critical when it comes to licensing such as IFTA and reporting your quarterly International Fuel Tax Agreement. Tracking dates, locations and reasons for expenses can be overwhelming. That’s why your team is specially trained with solutions that are perfect for your industry and dead simple for you.