Who We Serve

Problem: You're working really hard but have little to show for it. You don't know how many days it takes for your average customer to pay you, wishing on a star to cover payroll, and the profit margins get washed out by overhead you're not really sure of how to factor all that in. This is all too common with business owners who hired help or are doing their financials themselves. 

Solution: It's time to call CFO Accounting Rehab. Over 75% of the team has owned a business in the past. We meet with you monthly so you can learn how to have your numbers work for you. When you know what the numbers are monthly such as gross profit margins, net income, which services / employees are most profitable or a time sucker, how much it cost to acquire a new client, etc. you can move with more clarity and peace of mind. Knowing where you are daily and where you need to be at by the end of each month ensures you keep more of what you earn.

Call us to get this off your chest. We got your back!

Problem: All too often business owners want to save money so they hire their spouse or leverage their admin to do the books for the business. The issue with that (especially when they do not have an accounting or tax background) is many things fall to the waste side, errors are more likely to happen, no systems are in place for quality control other than an accountant or CPA annual review, you're most likely leaving a lot of money on the table or you're more likely to get audited by the IRS because of the books are not following accounting (GAAP) or industry standards. 

Solution: CFO Accounting Rehab is not interested in replacing your team. Instead, our goal is to ensure you use your financials monthly to actually run your business better. That is why we take over all of the accounting and tax planning so you have less fires to put out, lower error rates, create financial systems (SOPs) so you run your money not the other way around, and you have more clarity sooner. 

Ready to let go of the reigns and try a better approach. Call us to get started.

Problem: This is one of the main reasons businesses fail. Money coming in can solve a lot of other business problems. Unfortunately, businesses price jobs incorrectly which impacts profit margins, don't get paid soon enough from their clients, loans or asset payments overwhelm their pockets, the owner pulls out money too fast (owner's draws left and right), no paper trail for the IRS which can cause garnishments, and a million other things can cause your cashflow go south. 

Solution: Our controllers (<--- accountants on steroids who oversee the entire accounting system), CPAs, CFOs, and tax experts work with you to ensure we have more consistent cashflow over time. It can take time to get things more stabilized and predictable but that's why when you partner with us you get an entire executive team without the expensive price tag. 

Let’s get you keeping more of what you make. Call us to get started.

Problem: It is very common for business owners to only see their CPA once a year and usually get a call mid December while you're prepping for the holidays saying you're going to either pay a good chunk or you need to go drop 5-6 figures on a truck or asset to get a write off. It's a very reactive approach and not the best use of a CPA. You should have an open line to contact them throughout the year since being compliant with taxes is bare minimum. You need support to ensure your numbers are all accurate during the year to make better decisions sooner. 

Solution: CFO Accounting Rehab is proactive in our approach working with you. We meet with business owners monthly to ensure they can leverage our team of CPAs, CFOs, and EAs not just for staying compliant with their taxes, but to actually run a business the right way daily. 

We want to see you more than once a year. Call us to get started.

Problem: Many businesses usually don't have the right financial support or systems in place and that's where things get messy fast. Many hire based on cost but the race to the bottom is the worst thing to do with your money. We also see other business owners get referrals from their friends or stay with someone just because of longevity but signs that it's time to change are: you are catching multiple mistakes on their part, your not hitting your goals any faster with whoever you are working with, you don't do strategy or educational calls with them to explain what the numbers mean, you don't have any quality controls in place to get a second opinion from a reputable accounting professional, etc.

Solution: CFO Accounting Rehab does a lot of financial health checks aka second opinions for companies to ensure quality control. We can do one off requests or a standard annual review to ensure whoever you have is the right person for the job. Or if you're over it, we can take over and handle all accounting and tax needs. We have our own internal quality control systems in place, but take it a step further and get a review done from a third party accounting professional annual. This is your money and we take it very seriously. Most options do not invest in these safety precautions but we are serious about ensuring you keep more of what you earn. 

Our team takes over all your accounting and tax planning needs. Call us to get started.