SERVICES
Affordable CFO Solutions for Business Success
Our services
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CFO Advisory
Every company should focus on achieving results by regularly tracking and monitoring financial progress and outcomes using key performance metrics. We will establish this structure for you and guide you through monthly meetings to set a clear path toward reaching your goals.
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Fractional CFO
Every company needs financial leadership, but not all can afford a full-time CFO. We offer financial guidance through customized services like reporting, weekly meetings, financial project management, and other advisory support.
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Outsourced Accounting
Running your business effectively requires accurate, up-to-date financial records and clear, actionable reports. We can serve as your accounting department, providing clean and organized financials for decision-makers and tax preparers.
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Inventory Advisory
Whether you need a new inventory system or an upgrade to your current one, we can help streamline your processes and improve controls. With partnerships across multiple platforms, we’ll find the system that fits your company’s needs perfectly.
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Payroll Solutions
Streamline your payroll process! Whether you’re just starting your business or have been managing payroll for years, a modern provider with automatic tax filing can help you stay compliant and avoid costly penalties. Ask us how our comprehensive HR platform can support your business.
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Financial Statement Analysis
We provide a full suite of dashboards, custom reports, and KPI tracking to monitor key trends and assess your business's health. Our services also include cash flow management, budgeting, forecasting, and financial modeling. Contact us for one-time, periodic, or ongoing reviews tailored to your needs.
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Reasonable Compensation Analysis for S-Corps
One of the biggest challenges for S-Corp owners is determining Reasonable Compensation. According to the IRS, Reasonable Compensation is "the value that would ordinarily be paid for like services by like enterprises under like circumstances" (IRS Code: Section 162-7(b)(3)). The quickest and most reliable way to establish Reasonable Compensation for tax compliance, strategy, and business valuations is by using RCReports. If you work with S-Corps or other closely-held businesses, RCReports is an essential tool you can’t afford to overlook.
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Sales Tax Automation
Managing sales tax across multiple states can be one of the most complex and time-consuming aspects of running a business. With Avalara's tax tracking and reporting software, you can simplify the process and free up valuable time and resources to focus on growing your business.
Regardless of whether you want to spend less time and effort working in your business or maximizing your results, we help raise the baseline of trust and information gathering. Our philosophy at You Need a CFO is to help you transform financial operations to the current needs in an objective value-based framework realizing that values change in the light of new information and company vision and structure.
— Kevin Lacey, MBA/CPA
FOUNDER. THOUGHT LEADER.
Nothing can be more frustrating and than working tirelessly only to feel like you are getting further behind.
Whether you feel like this or you just want a higher level of responsiveness or agility or trust in your organization, we can help you!
The Process
How We Engage
We provide open ended on-going services on a month to month basis. There are no contracts or obligations!! You can cancel at any time during the month and services will be discontinued on the first of the following month. Project based services will be provided at a predetermined fixed fee or at a fixed hourly rate. In most cases we will have regular meetings or provide regular feed back. We also use dedicated communication channels for a history of client interaction as well as project timelines and deliverables where appropriate.
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We provide tailored advice to address the unique challenges and opportunities your business faces. Through ongoing monitoring, constructive feedback, and collaboration, we help you achieve your next level of success.
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Do you really need a CFO? The answer is yes—but the better question is, how much of a CFO's time do you actually need? Through a customized solution, we provide the right level of financial advisory support tailored to your business’s unique needs and circumstances.
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That’s the beauty of our approach! With fractional, focused support delivered through periodic meetings or customized reporting packages, you gain high-value expertise without the expense of full-time employees.
