CFO Services

Our CFO Services are designed to bring high-level financial strategy and day-to-day oversight to your business β€” without the cost of a full-time CFO. We act as a trusted financial partner, helping you make confident decisions, plan for growth, and stay financially healthy. Services include:

πŸ“‹ Payroll

We manage payroll processing and compliance, ensuring your employees are paid accurately and all filings are submitted on time β€” saving you time and minimizing risk.

πŸ’§ Weekly Cashflow Management

We provide weekly visibility into your cash position, so you know exactly what’s coming in and going out. This allows you to make informed, proactive decisions and avoid surprises.

πŸ“… Budgeting

We help you build a realistic, strategic budget that aligns with your goals β€” giving you a clear roadmap for spending, saving, and scaling your business.

πŸ“ˆ Forecasting

We project future financial outcomes based on real data, helping you plan ahead for growth, hiring, or major purchases with confidence.

πŸ’³ Collections Oversight

We keep an eye on outstanding receivables and help streamline your collections process to improve cash flow and reduce aged debt.

πŸ§‘β€πŸ’Ό Minimal HR Support

From assisting with onboarding to offering guidance on compliance and best practices, we provide light HR support tailored to your needs.

πŸ“Š Financial Reporting

We deliver easy-to-understand, actionable financial reports on a regular basis, giving you a clear view of performance, trends, and opportunities.

πŸ—“ Bi-Weekly 1-Hour Meetings

Every other week, we meet with you for a focused, 1-hour session to review financials, answer questions, and help steer your business forward.

Whether you’re looking for financial clarity, strategic insight, or a partner to keep things on track β€” our CFO Services are here to support your success.

How can we help you?

Feel free to message below orΒ book an appointment with us!

I had a tax form that took a couple of days to fill out. Not feeling sure about it I called and Spoke with Leta and in less than 20 min she took care of my concerns. What great and efficient service, next time I’ma save me the headache. Thank you.

Fernando C.
Elk Grove, CA,

Ready to take your business to the next level?