Services
CFO provides a complete range of services from basic to complex including:
- Accounts Payable
- Accounts Receivable
- Bank Reconciliations
- Financial Statements
- General Ledger Maintenance
- Computer Training and Problem Solving
- Controller Services
- QuickBooks Training
- QuickBooks Maintenance
CFO offers three aspects of business services:
1. Quicken, Quickbooks, and Peachtree Training and Problem Solving
If you are doing your own bookkeeping and are new to the software, CFO can set up your system with a customized chart of accounts and reports and train you to use the software. If you are already running the software, but not utilizing its potential or are frustrated, CFO can streamline your current procedures and assist with backlog work projects.
2. Outsourced Accounting and Bookkeeping
CFO provides a full range of accounting and bookkeeping services from our Philadelphia area office or the client’s location. The same accredited and college degreed accountant (not secretary or administrative help) will be in charge of the client’s books and provide weekly service at the business location.
Per the client’s preference, CFO will either work at your location or take projects offsite. A confidential and secure filing system is located at CFO head offices. This convenient option offers availability to answer questions 40 hours or more a week rather than the typical one-day a week in-house bookkeeper. Business process frustration will be settled with a phone call rather than waiting until your next appointment.
3. Controller Services
If you already have a bookkeeper or accounting staff, CFO can provide you with controller services. CFO can offer assistance on projects such as budgeting and financial statements or assistance in multi-year projections for bank financing and planning. CFO can also perform a monthly review and complete client bank reconciliations.
|
