Every business has challenges. The question is, do you or your team have the time or the expertise to find and implement a solution?

As your Fractional CFO I can provide financial and operational expertise, strategic planning and support needed to address your unique challenges so you can focus on growing your business!

Fractional CFO

Strategic Plans

trusted advisor

Challenges in your company...

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Unpredictable cash flow?

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Gaps in processes consuming profits?

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Revenue is growing, but profits are shrinking?

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Data integrity of numbers, reports and metrics can’t be trusted?

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Challenges consuming your time, leaving no time to plan for growth?

Beyond Accounting Can Help!

You are ready for the next level but uncertain where to start.

Beyond Accounting partners with you to map out how to reach the next level of growth.

Identify the roadblocks and guide you on how to clear the road for your team.

Align and sync your vision with strategic plan so you can grow your business.

Trust Your Numbers

Have a Plan

Grow Your Business

What Clients Are Saying

Specializing in Your Financial & Operational Needs

Three easy steps to get your roadmap:

Contact Us

Click on the Schedule Now button and reserve your free consultation or if you need more information send an email or give Nancy a call.

Schedule Your Consultation

Schedule a no cost 60 minute consultation where we will spend time understanding where your company is today, where you want the company to be, and what are the potential roadblocks in the way of success.

Grow Your Organization

Approve your solution with defined expectations and deliverables tailored to meet your goals. All solutions are based on a flat rate billed monthly. No tracking of hours and no surprises for your cash!

How Beyond Accounting Can Help

Startup

Review business plan

Provide guidance on org chart w/roles & responsibilities
Financing options, review
Setup accounting system
Legal compliance
Advise & coach during launch

Is this the Right Service For Me?

Have a plan for your dream career but not certain of next steps?

Loan agreements, lease, equipment contracts and not certain if numbers work?

What is your breakeven or don’t even know where to start to calculate?

In-house or outsourced bookkeeper?

You don’t know what you don’t know!

Beyond Accounting can help make sure your business plan is based on valid assumptions and that the proforma financials aren’t missing key costs. Ensure you are setup for success for dealing with employees, payroll, sales tax, and legal compliance. Call today to make a plan and be confident you are ready to turn your dream business into a reality.

Level 1

Oversight of accounting depart
Reconcile & Validate your numbers
Financial Reports
Processes & Controls

Is this the Right Service For Me?

Do months go by without having an income statement or knowing how profitable your company is?

Wondering if the books are setup right and if data is entered correctly?

No tools to forecast bumpy conditions possible for revenue, profit or cash flow?

Beyond Accounting can help you get your books in order, provide reports, provide oversight for your bookkeeper and help you understand the company is on track or veering off course? Call today to make a plan and be confident you are prepared for whatever lies ahead.

Level 2

Level 1 plus:
Forecasting & Budgeting
Costing & Profit Strategy
Expansion & Growth Strategy
Financial & Operational Metrics

Is this the Right Service For Me?

Your financial reports tell a story of how your company is functioning. The question is what is that story and how will it end?

Beyond Accounting specializes in filling the role of a CFO at a fraction of the cost of hiring an in house CFO. Every business owner needs someone who can help them make sense of their company performance, and help position the company to launch to the next level.

Whether your goal is increasing profitability, successfully navigate a merger or just overall company growth. A Beyond Accounting Fractional CFO can make it happen for you. Contact Us Now and start making confident decisions about the future of your organization.

Specialty Services

Assess processes, internal controls and identify areas of concerns for audit compliance.

Deep dive into software needs for finance and/or operations such as ERP/MRP and accounting system.
Operational Process Analysis
Identify, recommend and implement 3rd party apps such as payment processor, payroll and HR compliance.
Acquisition due diligence – validate financials and purchase price.
Ad-hoc projects

Is this the Right Service For Me?

Your accounting department is running at full capacity or maybe a needed skill set is missing, and you don’t need to or want to hire another employee.

Our A La Carte services allow you to create a customized project that is flexible, affordable, short term and keeps your company on track to complete key goals needed to reach your target for success.

Call now and schedule a free consultation.