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Financial Clarity For Growth-Oriented Businesses

Accounting And Bookkeeping Readiness

At Strategic CFOs, we tailor your accounting structure by creating financial statement to drive
strategic decision-making and growth. We serve businesses with 20 or Fewer Employees.

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Managerial Bookkeeping

We provide financial statement clarity; providing insights to help managers effectively plan, control, and evaluate the business’ operations for growth. Proactive managment ensures that financial statements are reliable, and supports informed decision- making.

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Audit & Tax Readiness

We maintain a state of preparedness for financial audits and tax compliance. Ensuring that financial records, transactions, and processes adhere to accounting standards and regulatory requirements. This readiness facilitates a smooth and efficient audit process, reducing the likelihood of errors or discrepancies.

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Strategic Financial Consulting

Strategic Financial Consulting is your business’ essential next step for running any business. Through the integration of financial statement clarity, and audit/tax readiness; we are able to offer financial consulting to assist you in analyzing your business performance.

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About Us

We Have 25+ Years Of Experience In Managerial Bookkeeping, Audit & Tax Readiness and Strategic Financial Consulting

Why Choose Us!

ABOUT OUR SERVICES:

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Customize Regular, Timely, and Accurate Accounting Reports Specifically For Your Company.

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Utilize QuickBooks Features to Keep Costs Low and Accuracy High.

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Consistently Document All Business-Related Financial Transactions for You.

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Provide Convenient Electronic Communication, Ensuring We Can be Reached ASAP in the Event of Emergencies.

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And can offer insights for next step growth through Strategic Financial Consulting (hyperlink to the page)

Contact Us

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20+ Years Experience

Our Services

We Serve The Best Service

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Managerial Bookkeeping

We provide financial statement clarity; providing insights to help managers effectively plan, control, and evaluate the business’ operations for growth. Proactive managment ensures that financial statements are reliable, and supports informed decision- making.

Explore
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Audit & Tax Readiness

We maintain a state of preparedness for financial audits and tax compliance. Ensuring that financial records, transactions, and processes adhere to accounting standards and regulatory requirements. This readiness facilitates a smooth and efficient audit process, reducing the likelihood of errors or discrepancies.

Explore
Icon

Strategic Financial Consulting

Strategic Financial Consulting is your business’ essential next step for running any business. Through the integration of financial statement clarity, and audit/tax readiness; we are able to offer financial consulting to assist you in analyzing your business performance.

Explore

Expand your strategic team with Strategic CFOs

At Strategic CFO, we go beyond basic bookkeeping. We help business leaders analyze their business’s performance by developing financial statement clarity, and improving monthly cash flow. We highlight trends and patterns that will help better prepare for possible risks and lucrative opportunities. Our Strategic Financial Consulting services include:

  • Turning Data Into Usable Information to Ensure Your Company’s Future Finances.
  • Providing On-Call Financial Consulting to Help with Recurring or Specific Accounting Tasks.
  • Gathering Intimate Knowledge of Your Operations and Situations to Provide Consultative Financial Support During Challenges or Opportunities.
  • Helping You Interpret the Results of Your Business’s Financial Performance Analysis.

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25+ Years Experience

Meet Our Experts

Team Members

We Are Creative Team For Your Dream Project

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[ HOW IT WORKS ]

OUR 5 STEP PROCESS:

We exist to give small business leaders the kind of financial insight, clarity and foresight that big company executives enjoy. By cost-effectively delivering thorough, accurate, and timely accounting, then applying our years of CFO-level experience to analyze and interpret your results, we give you a serious leg up on your competition.

Consultation

Assessment

Insight

Teamwork

Evaluation
& Follow-Up

Helping Grow-Oriented Businesses succeed through financial statement clarity.

DISCOVER SOLUTIONS

WHO WE SERVE

Strategic CFOs service businesses with 20 or Fewer Employees

We take a bold and innovative approach, backed by expert advice, to deliver results that directly benefit you and your financial goals. 

Sophisticated accounting and finance consulting for businesses with 20 or Fewer Employees. As a small business owner or leader, you wear many hats – President, Chief Motivator, VP of Sales, Chief Financial Officer, and Operations Guru. Now that your business is growing, your way of doing business is becoming an obstacle.

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We Have More Than 150+
Clients Around The World

CONTACT US TODAY!

DO THESE SOUND FAMILIAR?

  • Surface accounting problems (tip of the iceberg)
  • Bank reconciliations are behind by a couple of months...or more.
  • A loan application is delayed because they want reports that you are struggling to produce.
  • Some expenses, like higher-than-expected taxes, strike with little warning.
  • Cash flow is unpredictable which leads to unexpected overdraws or shortfalls.
  • Accounting is only processing payables, receivables, and payroll – insight to help make decisions isn’t offered.

STRATEGIC CFOs IS BEST EQUIPPED TO HELP…

  • Organizations that use QuickBooks, or are interested in adopting it.
  • Small organizations with 20 or fewer employees.
  • Companies that are growth-oriented.
  • Owners or Executives who embrace technology.
  • Organizations seeking transparency and checks and balances.
  • Companies ready to invest in accounting.

Let us help you

Regain Control & Grow!

UNDERLYING FINANCIAL CHALLENGES

With comprehensive financial care tailored to your organization’s unique needs, we can solve both above and below-the-line issues and deliver a positive return on investment quickly. Avoiding underlying financial challenges, such as:

  • Some services or products that are assumed to be profitable are far from it.
  • The banking officer informs that a credit line is being denied or canceled because the company is out of compliance.
  • A lack of inventory coordination between departments, particularly when internal controls are weak or absent can lead to trouble, including internal theft and employee/vendor collusion schemes.

Contact Info

(925) 786-3386

contact@Strategic-CFOs.com

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Audit & Tax Readiness Strategic Financial Consulting Managerial Bookkeeping

About

Strategic CFOs was founded on a simple principle – small business leaders deserve the same level of accounting support and insight as their big-company counterparts.

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