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Detailed Data Analysis
Outsourcing your CFO services gives your business access to financial experts committed to improving efficiency, eliminating bottlenecks, and creating better-reporting systems. Simply put, they evaluate your current financial transaction to identify loopholes in the system that restrict capital expansion.
Maximize Your Profits
Focus on what you do best, while remote CFOs create value by managing your finances. We emphasize optimization of revenue, accuracy with numbers, and timeliness when filing taxes. With improved implementation and planning, you can make better decisions.
Budgeting And Forecasting
We update our customers regarding their financial standings by tracking their expenses, especially income, to maximize returns on investment. This information is then used to build a budget and forecasting reports that predict how future events may impact the financial status of your business.
Pricing
Budget-friendly CFO services without compromising on quality
Join forces with thousands of businesses using Books And Balances INC to record transactions, recognize monetary issues, and store financial documentation. Update as you go!
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8 hours of CFO engagement
$1400
- Personal CFO Consultation
- Cash Flow Management
- Annual Budget based on Industry specific variables
- Financial Statements
- Monthly Variance Analysis & Reporting against Annual Budget
- Board Meeting Presence
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15 hours of CFO budgeting
$3000
- Personal CFO Consultation
- Budget based on Industry specific variables
- Financial Statements
- Variance Analysis & Reporting
- Board Meeting Presence
The People's Choice for Financial Solutions
We cherish our customer-centric mindset for formulating financial solutions for small businesses struggling to plan their investments or meet their financial obligations.
How It Works?
1
Personalized onboarding
Your dedicated team learns your business and connects to your financial data sources, ensuring a tailored approach to your needs and setting the stage for accurate results.
2
Streamlined communication
Communicate directly with your team through our user-friendly portal, where you can ask questions and provide feedback on any outstanding items needed to finalize every month.
3
Accurate Data
We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and enable you to make informed decisions.
Testimonials
We are trusted not to compromise.
Without their help, we would not have been able to scale our business as quickly as we have. They have helped us with everything from getting our bookkeeping systems in order to helping us manage our business growth. I highly recommend them for any business that needs financial support.
Jimmy Alison
– President & FounderThey have been a great financial partner to us. As a result, we have gained an incredible level of financial clarity. Moreover, they have helped us focus on our strategic priorities. They are a superb service provider, and I recommend them to others without any reservation.
Emily Manning
– Co-FounderI am a solo entrepreneur running a small business in the medical field. I was referred to them when I first opened my clinic and have been using their services ever since. They take care of all my bookkeeping needs and do it efficiently. The transparency of their services and affordable pricing are refreshing in this day and age.
Ray Bradley
– Small Business OwnerFAQ's
Because It’s Your Right to Know!
If you’re new to Books And Balances INC, this bit should help you learn more about our platform, features, and services.
Outsourced CFO services provide businesses with access to experienced financial professionals who offer strategic financial guidance and expertise on a part-time or project basis.
Outsourced CFO services provide cost-effective access to high-level financial expertise without the expense of a full-time CFO. They help businesses improve financial management, strategic decision-making, and growth planning.
Outsourced CFOs work remotely or on-site, depending on business needs. They analyze financial data, develop financial strategies, provide financial reporting, budgeting, cash flow management, and assist with financial planning and forecasting.
Outsourced CFO services offer cost savings, specialized financial expertise, unbiased advice, scalability, and flexibility. They help businesses make informed financial decisions, improve profitability, and achieve their long-term financial goals.
Get in Touch
How Can We Help?
Drop us a line, and we’ll be sure to revert in the next 24 hours.