Leverage Industry Wisdom

As professionals and CPAs with decades of combined accounting experience, KeepingCount offers CFO advisory for business leaders who need help navigating financial complexity or want an outside perspective to uncover new pathways to success.

SERVICE TIERS

KeepingCount How Advisory Services Can Help

Mastering the financial aspects of business management can take years. Instead, you can leverage KeepingCount’s outsourced advisory services to gain immediate expertise and ensure sound financial decisions. This can look like:

Fractional Controller & CFO

Fractional Controller & CFO

  • Review weekly and monthly accounting tasks
  • Assist with implementation of best practices
  • Financial review with appropriate stakeholders
  • Development of customized reports and dashboards
  • Development of management reporting, including KPI development and analysis

Business Process Review

Business Process Review

  • Assessment of accounting systems related to accounts receivable, accounts payable, cash management, payroll, inventory, and more
  • Evaluate internal controls to minimize fraud risk and errors
  • Assist in automating payroll process and expenses capture
  • Ensure that financial processes meet regulatory requirements, tax laws, and industry standards

Future Planning

Future Planning

  • Prepare annual budgets & forecasts
  • Understand current spending and revenue trends
  • Identify expenses to cut, reduce, and extend
  • Identify opportunities for improved bottom line growth
  • Guidance in strategic planning relating to growth and expansion
  • Assistance preparing and reviewing financials required for a sale, acquisition, or merger

Why Outsource?

Cost Savings

Advisory services provide a cost-effective solution for businesses that don’t have the resources to hire a full-time CFO.

Scalability

The scope of our advisory services can easily adapt to meet changing needs over the lifecycle of your business.

Expert Insights

Gain access to seasoned financial professionals with deep knowledge and expertise tailored to your business.

Faster Decisions

As your outsourced advisor, KeepingCount will provide timely financial insights that enable quicker analysis and decision-making.

Other Services

Accounting Services

Accounting Services

Take accounting off your plate and achieve financial clarity with ongoing support from a team of experts

Accounting Services
Technology

Technology

Automate and streamline processes, select and implement technology

Platform Technologies

Ready to take accounting stress off your plate?

Simply fill out the form to with a KeepingCount Accounting expert to determine how best to help your business grow

Book a Call

KeepingCount provides outsourced accounting services designed to help business leaders take accounting off their plate and obtain better financial insights.

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