Forecasting Strategy & Budgeting
December 27, 2022Fractional CFO & Controllers
December 27, 2022Our clients experience first hand the CFO ReStart culture of responsiveness and value.
Tax & Audit CPA Firms send us their client’s Bookkeeping work so they can prepare tax returns and audits from solid financial data. Banks refer their clients to us because we prepare loan packages that clearly define the value proposition of a client’s need and uses for capital. Our reporting assists clients in evaluating performance and compliance with loan covenants so they keep their funding and are able to meet the targets that give them access to more capital as they repay existing vehicles. Our biggest referral source is our valued clients. They experience first hand the CFO ReStart culture of responsiveness and value. They are proud to refer their friends, family and vendors to us and know we will take great care of them.
Why Clients
Love Us…
Simply put, clients love us because we treat them like our one-and-only. In a world of slow service and unfulfilled promises, CFO ReStart is a shining light of responsiveness and actionable advice you can count on.
Why have a Bookkeeper?
We know what our clients need. We are experienced at providing excellent service.
Many small business owners spend their time passionately driving their revenue goals and, in that quest, don’t have time to prepare or review their monthly financials. We solve that problem by making sure financial information is timely, accurate, and relevant. We go beyond by helping our clients understand the impact of their changing financial ratios and how fine-tuning these ratios can lead to solid financial returns.
Before CFO ReStart, our founder a CPA, owned and sold several small businesses. With that history, we speak the business owner’s language and are intimately familiar with what they need to grow their businesses.
Our Bookkeeping Process
Intro:
CFO ReStart is Introduced to Your Business and the Products or Services You Bring to Market.
Discovery:
We Sit Down for a No-Charge Intro Meeting to Discuss Your Unique Financial Needs and Pain Points.
Strategy & Low-Hanging Fruit:
We Develop a Custom Strategic Project Plan to Identify and Correct the Biggest Hurdles to Your Success.
In-Depth Analysis & Action:
Our Financial Experts Dig Deep Into Every Aspect of Your Business To Illuminate and Rectify Hidden Areas of Risk.
Reporting, Insights, & Refinement:
We Develop Your Reporting Cadence and Meet for Regular Financial Evaluations.
We Let You Run Free:
Our Team Pivots to Accommodate Your Newfound Growth and Sets You Up for Long-Term Success.
