We Are Here To Help You Understand


Our focus is on a rich, collaborative relationship with you. We want to make sure that you fully understand every aspect of your financials. We do 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.

How It Works

You Grown Your Bottom Line,
We Track it.

Most business owners did not 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.

Our Process is Simple

Video Chat Kick Off with Your Dedicated Team

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 our service, you have experts from different specialties such as Accounting, Income Tax, Sales Tax, Technology and even a CFO advisor working to get your books set up just right.

Start Sending Your Transactions

We use the bank’s own feeds to get your transactions in real time for all 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.

Review Everything Together

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!

Grow Your Business

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.

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