Beyond Accounting

Every successful business has a roadmap to guide the company in the right direction to save time and make money!

Together let’s define and create a strategic roadmap that will save time, make money, and turn your vision for success into reality!

Fractional CFO

Strategic Plans

Business Analysis

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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Unclear strategy & direction?

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Exhausted trying to do it all?

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 your team on how to clear the road.

So your finances, your team, and your company vision are all in sync as you scale your organization.

Trust Your Numbers

Have a Plan

Grow Your Business

What Clients Are Saying

We were in need of experienced financial assistance to help organize and make sense of our financial data. We were inconsistent in tracking our expenses, accounts receivable, and weren’t able to make decisions based on sound data. Like the name implies Beyond Accounting was not only able to help us get our finances in order, but helped us create processes across our entire business. From our contracting, to IT and HR services. Beyond Accounting provided research, advice, and a plan that has set our company up for growth. We feel calmer and can trust the integrity of our financial data. We can finally make decisions knowing how they will impact our short term and long-term success. If we had to sum up Beyond Accounting we would say they are experienced and proven in what they do.

Susan Bricker

COO, Rocky Mountain Westy

After the sale of our family owned business to a larger organization we found ourselves in need of a seasoned Accountant/Controller. We had the daunting task of communicating how we had done business and accounted for inventory and costing to the new corporate executives. Beyond Accounting was able to dig deep into our numbers, communicating seamlessly with our operations personal as well as the new corporate executives. They really closed the gap between the two groups. It wasn’t easy but we are so grateful for the outcome. Our merger was a success and a big part of that was Beyond Accounting’s highly effective and professional process.

Kregg Listen

Senior Vice President, Rocky Mountain Westy

COVID-19 took a real toll on our business. Beyond Accounting was able to help us get the relief we needed and advised us on each step we should take. I am overwhelmed by their support and can’t imagine where we would be without their help and input. I truly value Beyond Accounting and I am grateful for the efforts and service they have put into our company as we have grown.

Mike Labate

Owner, Rocky Mountain Westy

Highly recommend! Knowledgeable, professional, friendly, trustworthy, reasonable rates. Good People.
Don Pierson

Owner, Dickens Alley

Beyond Accounting takes small business owners such as myself and opens up the mind to ponder the potential of the future of the business. If you’re having trouble envisioning how to grow your business, or what running a small business will entail, Nancy will walk you through the steps and help you get going with a purpose. Highly recommended.
David Young

5th Street Construction

Specializing in Your Financial & Operational Needs

Three easy steps to get your roadmap:

Contact Us

Fill out the form on our site or give us a call and someone will be in touch within 24 hours.

Schedule Your Consultation

Schedule a free 90 minute consultation where we will spend time understanding where your company is today and where you want the company to be. What is the North Star for your company and then together we will identify the places, figures, and process that need to change.
Schedule Now

Grow Your Organization

Select the level of service your company needs and watch as together we transform and grow your organization.

How Beyond Accounting Can Help You

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?

Need an outside review of processes or accounting system? Or just need someone to create a budget or cash flow forecast?

The problem is that 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 special 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.