STEVENPALMIERI
Your finances as the ownerYour finances as the companyPersonal credityour score and report, what a lender sees firstPersonal taxesfilings and anything open with the IRSPersonal financeswhat you own, what you owe, what you take homeYouguarantorcreditormanagerBookstrue books, kept current every monthBills and payrollbills, invoices and payroll posted inside your fileControllernumbers checked, filings out on time, the month closedCFOcash, plan, tax planning and the funding file
Your finances as the company
STEVENPALMIERI

The Entrepreneur's CFO vs an accounting firm

An accounting firm tells you what happened. We help you decide what happens next.

A good firm keeps your books and files your returns. That is real work and you need it. But it looks backward, and it stops at the company line. Your credit, your personal tax file, your funding, and your plan for next year are outside its scope.

The Entrepreneur's CFO vs an accounting firm
Typical accounting firm
The Entrepreneur's CFO
Direction
Looks back. Records and reports what already happened.
Looks forward. Cash you can see, a plan for the year, and the next decision.
Scope
The company's books and returns.
The owner and the company together, because for you they are one set of finances.
Your credit and IRS file
Outside the engagement.
The foundation we fix first.
When you hear from them
At tax time and at year end.
Every month, with the numbers finished and a sit-down about what to do next.
Tax planning
A conversation in April, after the year is over.
Planned all year, inside your operating plan.
Capital and investors
Provides statements when the bank asks.
Builds and defends the funding file, and gets you ready before you ask.
The controller layer
Sometimes, as bookkeeping.
Always. Numbers checked monthly, payroll and sales tax filed on time, the month closed.

Keep a good firm for the filings you need. Add a CFO for the growth you want. Or let us do both, starting from the foundation.

Take the free Foundation Check
Book a free strategy session