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Bookkeepers.

Tax Advisors.

Business Valuations.

CFOs.

Trusted Financial Advisors for Growing Businesses

Who We Are

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Proven ability to help

16 years

helping small

business owners succeed

trusted advisors

We manage the books for

56 companies representing $15+ million in revenue

10x value

We deliver 10x value for the fees we charge

​

       Efficiency           Low cost

       Everyday Solutions

       Higher Company value

Who We Are
Business workers talking
Business workers talking

CFO Consultant's Services

We offer a broad array of services to meet the needs of the business owner.  

We are the CFO Consultants who are easy to work with.

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Business Consulting

Our expertise making your business more profitable

Process Improvement

ERP

Modeling

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Financial expertise for a price

you can afford

FRACTIONAL CFO

Performance KPIs

Market analysis

Sales forecasting

Financial planning/ strategy/ modeling

Financing

M&A

Exit strategy

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outsourced controller

Your bookkeeping are ours; we’ll get you the info you need

Comparative Reporting

Cash flow forecasting, budgeting, month-end close (accrual), cost accounting, software suggestions & implementation strategy, etc.

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Full charge or just the parts you need

Bookkeeping

Transaction entry

Process payroll

A/R-Collections

A/P-bill payment

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quickbooks Consulting

If you just need help getting started

Conversion to QBO

Setup new company

Consolidation

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tax filing & planning

Tax experts to help plan ahead or get your tax return filed

Tax Filing

Tax Planning

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business valuation & brokerage

Certified valuation experts

Exit planning

Phantom stock bonus plans

Our Fee Structure

Check out CFO Consultants's affordable package options

Essential

$400/month

Core Features:

Dedicated bookkeeping expert

Accurate monthly books & year-end tax-ready financial package

P&L, B/S, and 1099reporting

Bank/credit cardintegrations

Cash basis

Monthly reporting

Recommended

Growth

$750/month

Core Features:

Everything in Essential plus:

Cash or modified accrual

Semi-annual tax consult

Monthly management analysis & commentary

Quarterly and annual deep-dive analysis &recommendations

Syft Analytics Dashboard

Recommended

Scale

$1,995/month

Core Features:

Everything in Growth plus:

Bi-weekly calls

Custom Chart of accounts

Unlimited 1-on-1 bookkeeping &income tax advisory services year-round to help you make tax-savvy decisions and maximize your deductions

Includes Annual Business Tax Return

Syft Cash Forecast & Financial Planning/Budgeting

Our Partners

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Jedox
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"I have had the opportunity to engage with CFO Consulting LLC and their services have been exceptional...
Their team of seasoned accountants bring years of experience to the table...

I would highly recommend them!"

John MacDougall

Excel MVP

"Attention to detail, and willingness to help, impressed me enough to make me trust CFO Consultants in any aspect of financial management. Their advice and diligence had already saved a lot of money and nerves.

 

If you're looking for a reliable and experienced partner in the complicated world of finance, I recommend that you start working with these guys."

Anastasia Henderson

WebCEO

"I highly recommend CFO Consultants LLC for their exceptional financial expertise and strategic guidance. Their team has consistently delivered outstanding results, helping our company streamline operations, optimize finances, and achieve sustainable growth.

Their professionalism, dedication, and deep knowledge make them a valuable asset for any organization seeking guidance."

Tyler Griffin

VP TD Bank

What Our Clients Say

Ready to connect for a free consultation? 

Talk to our experts!

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828-385-8635

1528 Smokey Park Hwy, Candler, NC 28715, USA

We would be happy to know more about you and your business. Reach out to our team now and know how we can help!

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