Reconciled advisors will sit down with you to understand your business. They will advise exactly what financial management and strategies will help you towards your next business goal. The daily work is customized to each business. The process is fluid based on the projects and priorities that come across your desk. Some of the areas where we frequently provide support are:
We will define the low points and opportunity areas to more effectively manage your cash as a business.
Video calls with your advisor and specific recommendations based on your business performance and goals.
Our team will write and submit grant requests for your organization. Additional service to keep apprised of other grant opportunities for your organization.
We will submit or amend your business taxes to include ERC (if you qualify).
Are you charging enough given your expenses? We will review your current pricing to determine if your products or services are priced appropriately to maximize profits.
Assist in the fundraising process. We do this by collaborating on pitch deck preparation with the leadership team, and representing the financial expertise to investors and institutions.
Will prepare a quarterly budget and measure performance against that budget to keep the business on track.
Tailored support to address exactly what your business needs. Connect with an advisor today!
Unlike other accounting firms who will set you up with a tax focused CPA disguised as a CFO, our CFO Advisors are serial entrepreneurs, fundraising experts, and business leaders. They understand your priorities, and how to get your business to its next milestone. We have a multitude of advisors on our team with diverse skillsets and experience in a variety of industries.
Steve joined Reconciled in March 2021 and brings over 20 years of accounting management experience in both the public and private sectors. With a commitment to providing quality service, he is excited to work with entrepreneurs and small business owners.
Mistie joined Reconciled in December 2021 and has over 20 years of accounting experience in many different capacities, from bookkeeping, tax preparation, and budget management, to being a Controller for small to midsize companies. She understands the challenges and opportunities small businesses encounter and loves finding solutions that foster long-term growth.
Your growing business needs more than basic accounting. With Reconciled CFO, we will pair you with an industry expert advisor that can help you understand your businesses financial performance. Also, they can make specific recommendations based on expertise, best practices and under-exploited opportunities. Their advice will increase revenue, and reduce expenses.
Whether you are looking for monthly strategic overviews with an expert, custom reports, early stage financial modeling, or deep dives into particular revenue streams, or financial projects, CFO services with Reconciled has an advisor for you.
Many young businesses are riddled with opportunity to benefit from CFO support, but are not in a position to shell out a 6-figure salary to a full time CFO. At Reconciled, our clients aren’t cookie cutter businesses. Every client relationship is unique. We tailor our services to your business, exactly where you are at today. Also, we can easily scale that support up as your business grows. This means providing a CFO resource that suits your budget and needs.
Bundle with Accounting Services and Save
Receive a 25% discount on all CFO services when they are bundled with any monthly accounting services.
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
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