Opti CFO Services

What you can expect from our CFO Services

Everything that’s included in our Bookkeeping & Controller Services

Monthly Bookkeeping

Categorizing your transactions and balancing your books in QuickBooks each week using our proprietary framework. Keeping your books and business financial records tax compliant and up to date.

Financial Reporting

Receive detailed reports every month, quarter, and year so you can rest easy knowing the decisions you make are based on accurate financials and tax time is a breeze.

Month End Close

Process of finalizing a company’s financial statements and accounts at the end of each month to ensure accuracy, completeness, and compliance with accounting standards

Paying Bills (Accounts Payable)

A bill payment service streamlines the process of settling accounts payable by handling the payment of invoices and bills, ensuring timely and efficient financial transactions

Bank & CC Reconciliations

Monthly matching of financial records with bank and credit card statements, ensuring accuracy, detecting discrepancies, and maintaining financial integrity.

Online Support

Get dedicated support from an experienced team when you need it.

Expense Management

Expense (credit card) management has never been so easy. Utilizing our Tech Stack we are able to record transactions and balance your books in QuickBooks each week.

Invoicing/Collections (Accounts Receivable)

Optimize your cash flow with our Invoicing and Collections accounting service, designed to efficiently manage your invoices, ensure on-time payments, and boost your bottom line.

Single State Sales Tax Returns

Simplify your sales tax compliance with our specialized Single State Sales Tax Returns accounting service, ensuring accuracy and timeliness in meeting your tax obligations.

Forecasting

Elevate your financial future with our Forecasting accounting service, delivering data-driven insights and strategic guidance to help you make informed decisions and achieve your business goals.

Inventory Management

Gain control over your inventory and optimize your supply chain with our Inventory Management accounting service, ensuring efficient stock levels and cost savings for your business.

Regular Scheduled Meetings

Get regular bi-weekly check-in’s with your accountant.

Plus More…

Cash Flow Management

Unlock the potential of your business with our Cash Flow Management service, strategically navigating your finances to ensure stability, growth, and financial well-being

KPI’s

Elevate your business performance with our KPIs service, providing you with data-driven insights and real-time metrics to drive informed decisions and success.

Banking Relationships

Optimize your financial growth and stability by letting us manage your Banking Relationships, strategically fostering strong banking partnerships to secure better terms, increased capital, and streamlined financial operations for your business.

Performance Management

Supercharge your business’s success with our Performance Management service, offering data-driven strategies and insights to enhance productivity, efficiency, and profitability.

Strategy

Elevate your financial strategy and drive your business forward with our CFO Accounting Strategy service, providing expert guidance, financial planning, and decision-making at the highest level of leadership.

Advisory Services

Unlock the full potential of your business with our CFO Accounting Advisory service, where our experts provide strategic insights, financial guidance, and tailored solutions to ensure your financial success.

Why would I need these additional services?

Our CFO services is the perfect plan for a 6-7 figure company that wants to grow or be more strategic.

Our Tech Stack Setup is seamless and handled entirely by our team. You won’t have to lift a finger. Plus, we’ll provide ongoing training and support.

List of Benefits

  • It’s like having your own accounting department. Your team is a phone call or email away
  • You get an entire, very experience team at a fraction of the cost of just one employee that has limited abilities
  • Along with accounting, you get advisory services to help you take your business to the next level
  • Better internal controls
  • No payroll costs
  • No benefits
  • No annual and sick leave
  • No providing office and desk space
  • No equipment
  • No training
  • One flat monthly budget friendly fee

Get your own CFO + an accountant, at the fraction of the cost of a full-time CFO.

Some things that might make your life easier.

Ready to discover how we bring a fresh, personable approach

to accounting and demystify your financials in plain language?

Personal approach

Dedicated team