my cfo to go

your CFO partner for your growing business
We provide strategic CFO, Controller, Bookkeeping, and HR services to business owners and CEOs seeking the expertise required to scale effectively. From accurate budgeting and enhanced financial visibility to high-impact financial strategies, our team delivers the insight and support needed to drive sustainable growth and realize your full potential.

INTRODUCTORY CONSULTATION
Dedicated to You

STRATEGIC PLANNING SESSION
Committed to Quality
services

fractional CFO
-
Provide strategic and financial guidance
-
Prepare organized and timely financial reporting
-
Implement proper processes and procedures
-
Integrate financial function into the operations of the business to allow data-driven decisions
-
Develop financial dashboard and financial key performance indicators (KPI's)
-
Oversee finance and accounting staff
-
Develop company budget process and budget
-
Provide monthly variance analysis based on budget

accounting services
-
Clean-up historical accounting records
-
Organize the Chart of Accounts
-
Improve accounting from cash basis to accrual basis of accounting
-
Provide bookkeeping services including: reconciliations of company bank, credit card and other key accounts
-
Categorize transactions and prepare necessary journal entries to post to the general ledger
-
Manage receivables and payables
-
Perform month-end close procedures
-
Prepare monthly financial statements and perform key analyses

process & procedures
-
Evaluate current company accounting processes and procedures
-
Develop processes, procedures, and controls and implement across your organization
-
Ensure appropriate roles and responsibilities are clearly defined and accountability measures are implemented
-
Leverage accounting software to help businesses track data that is key to operations
-
Integrate operational processes into the accounting function to produce a set of reliable financials
about
us

get to know us
we believe
in knowing your numbers
​
we strive
to be honest, especially when it's hard, to show mutual respect, to communicate in a timely fashion and to approach each challenge with the spirit of collaboration
​
we value
our clients and their time
meet the team
