Loading...
Our Services 2017-12-03T08:21:25+00:00

EXPERT SERVICES AS YOU NEED THEM

CloudCFO offers flexible programs, available on a daily, weekly, monthly, quarterly, annual, or as-needed basis.
Some of the services we provide include:

  • Accounting / Bookkeeping

  • Accounting Catch-Up and Clean-Up

  • Accounts Payable

  • Annual LLC Renewal Filing

  • Audit Preparation and Onsite Support

  • Benchmarking to Industry Best Practices

  • Bookkeeping

  • Books and Records Management

  • Broker Dealer Compliance (RIA Outsourced)

  • Budgeting

  • Business Valuation for Internal Purposes

  • Cash Flow Forecasting

  • Cash Management

  • Chart of accounts, Customers, Vendors, and General Ledger Maintenance

  • Client Dashboard Creation and Maintenance

  • Commission Tracking By Rep / Advisor

  • Contract Review and Negotiation

  • Creation of Customized Reporting Packages for Banks, Investors, Buyers, etc.

  • Development of Acquisition Strategy and Identification of Acquisition Targets

  • Disaster Recovery & Business Continuity

  • Due Diligence and Deal Negotiation

  • Heath Savings Account Management

  • Insurance Needs Analysis and Assistance (Worker’s Comp, E&O, D&O, P&C, etc.)

  • Invoicing and Accounts Receivable

  • Email Archival Services (outsourced)

  • Financial Statement Preparation and Analysis, Variance to Budget and Forecasting

  • FOCUS Report Preparation and Submission

  • Lease Review and Negotiation

  • Operations & Trading

  • Paperless Document Scanning & Storage through a Secure, Online Portal

  • Payroll (outsourced)

  • Periodic Onsite Visits to Review Progress toward Goals

  • Policy and procedure development and Improvement

  • Process Improvement

  • Pro Forma Statement Preparation

  • Project Management

  • Property Tax Listing / Return

  • Regulatory Reporting

  • US Economic Census Preparation and Filing

  • Vendor Management

  • Workflow Management and Process Improvement

OUR AFFILIATIONS

GET ALL OF THE BENEFITS OF AN ENTIRE ACCOUNTING DEPARTMENT WITHOUT THE OVERHEAD.

Contact Us