Accounting/CFO

CPA-Certified Accounting Services

Partner with a trusted CPA for tailored accounting solutions, schedule your consultation today!

A range of solutions tailored to meet businesses’ needs. These include monthly reconciliations, managing bill payments, invoicing, and handling receivables. We perform month-end close procedures, preparing monthly or quarterly financial statements. Our services are customizable to suit individual business needs. Additionally, we provide insights into financial management that can help optimize your business’s cash flow. For those involved in the home improvement industry, we also share home improvement tips and ideas that can enhance project planning and budgeting. Our goal is to empower businesses with the tools and knowledge they need to thrive in a competitive marketplace.

Controller Service

Seamlessly integrate with our accounting offerings. This service includes month-end close procedures, monthly financial statement preparation, KPI (Key Performance Indicator) reporting, and a quarterly meeting to review financial performance and strategy. Tailored solutions to enhance your financial management capabilities and drive strategic decision-making for your business.

Virtual CFO

Fractional CFO Services are a cost effective method of involving an experienced CFP, without the heafty price tag of a full time employee. Financial oversight assisting business’s strategic decision-making. Includes month-end close procedures, preparation of financial statements, KPI (Key Performance Indicator) reporting, 12-month forecast, managing revenue recognition, and analyzing performance by project. We ensure a clear understanding of your company’s financial health. Up to 8 director meetings annually to facilitate ongoing collaboration and alignment with your organizational goals. These services can integrate with our accounting Service. Our fractional CFO services in Chapel Hill are tailored to meet the unique needs of each business, providing customized insights and strategies that drive growth and profitability. By leveraging industry best practices and advanced financial tools, we ensure that our clients remain competitive and informed in an ever-changing marketplace. Partnering with us allows companies to access top-tier financial expertise without the commitment of hiring a full-time CFO.

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