OUR SERVICES

Chief Financial Partners takes care of everything needed to balance your books, from bank reconciliation and invoicing to cash flow management and year-end reporting. We seamlessly integrate into your preferred systems, so all you need to do is review and approve. But numbers alone tell you only so much. Our experienced chief financial officers and business coaches give you the insight to make smart, informed decisions that will take your business to the next level.

Our Services

1. Fractional CFO

What We Offer: Our fractional CFO service provides high-level financial expertise on a part-time basis, ideal for small to mid-sized businesses that need strategic financial guidance without the cost of a full-time CFO. We help with financial planning, cash flow management, budgeting, forecasting, and guiding your business toward sustainable growth and profitability.

2. Income Taxes

What We Offer: Navigating the everchanging income tax rules and regulations can be complex. We ensure that you and your business complies with all relevant tax laws, and avail of all the deductions available to you to reduce your tax burden.

3. Bookkeeping

What We Offer: Accurate and timely bookkeeping is the foundation of your business’s financial health. We manage all your day-to-day financial transactions, including bank reconciliations, expense tracking, and maintaining your general ledger, ensuring that your financial records are always up-to-date and accurate.

4. Payroll

What We Offer: Our payroll services ensure that your employees are paid accurately and on time. We handle everything from wage calculations and tax withholdings to filing payroll taxes, giving you peace of mind and allowing you to focus on running your business.

5. Accounts Payable

What We Offer: We manage your accounts payable process to ensure all your bills are paid on time and accurately recorded. We also take care of collecting and storing receipts, gathering W-9s and other legal forms, and ensuring that contracts and invoices are collected, reviewed, and securely stored. This comprehensive approach helps make your business audit-proof, giving you peace of mind and ensuring compliance with all legal requirements.

6. Accounts Receivable and Invoicing

What We Offer: Efficient management of accounts receivable and invoicing is crucial for maintaining cash flow. We handle the invoicing process, track payments, and follow up on overdue accounts, ensuring that your business receives payments promptly and accurately.

7. Sales Tax

What We Offer: Navigating sales tax regulations can be complex. Our team ensures that your business complies with all relevant sales tax laws, from accurate tax calculations to timely filing and remittance, minimizing the risk of costly errors or penalties.

Customized Packages

If you’re interested in combining multiple services, we can provide a fixed monthly price tailored to your business needs. Contact us to discuss your requirements, and we’ll create a customized package that fits your budget and goals.