Services
Every financial function your business needs, under one roof
From day-to-day bookkeeping to part-time CFO strategy, CFO Sources covers the full range of accounting and financial services a growing business needs.
Small Business Accounting
Ongoing bookkeeping, reconciliations, and financial statements so you always know where your business stands.
Bookkeeping Services
Accurate, up-to-date books maintained on a schedule that fits your business — weekly, monthly, or as needed.
Payroll Processing
Payroll runs, filings, and compliance handled end-to-end so paydays never become a fire drill.
Part-Time CFO Services
Executive-level financial guidance — budgeting, forecasting, strategy — without a full-time CFO salary.
Audits, Reviews & Compilations
Independent assurance work prepared to the standard your lenders, investors, or board require.
Cash Flow Management
Forecasting and monitoring that keeps cash on hand ahead of payroll, taxes, and growth plans.
Bank Financing Assistance
Financial packages and projections prepared to support loan applications and lender conversations.
Business Advisory Services
Practical guidance on structure, operations, and financial decisions as your business grows.
Financial Planning for Businesses
Longer-range planning that ties day-to-day numbers to where you want the business to be in five years.
New Business Formation
Entity selection, registration, and initial bookkeeping setup for businesses just getting started.
Internal Controls
Processes and checks that protect the business from error and fraud as it scales.
Business Tax Preparation
Accurate, on-time business tax filings prepared by CPAs who already know your books.
Tax Planning
Proactive strategy throughout the year to reduce surprises — and the tax bill — at filing time.
Payroll Tax Problem Resolution
Direct help resolving payroll tax notices and back issues with taxing authorities.
QuickBooks Setup, Training & Optimization
Get QuickBooks configured correctly from day one, or cleaned up and optimized if it's grown messy.