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Small Business CFO Services

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WE HELP SMALL BUSINESSES MAKE KEY FINANCIAL DECISIONS 

Small Business CFO Services

Accounting and finance is the language of business. You cannot make sound decisions without it. If you do, you risk making ill-advised decisions that can severely damage your company. Our CFO services help small businesses make forward-thinking financial decisions. We use accounting data to help our clients develop budgets, financial projections, and strategic plans to grow their business.

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CFO SERVICES THAT DRIVE SMART DECISIONS & SUSTAINABLE GROWTH.  

Why Does Your Small Business Need CFO Services?

If you are unable to access the financial performance of your business, benchmark it to industry standards, or make revenue producing decisions, you need CFO services. If you do not have a budget, or routinely analyze variances in your budget versus actual performance, you need CFO services. If you need help preparing a financial forecasts to shareholders or lenders to acquire funding, you need CFO services. If you need help making strategic decisions, such as investing into new activities to drive business growth, you need CFO services. Our CFO services will help you assess the financial health of your business to help you make decisions to accomplish your primary goals.

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Stay on Top of of Your Business Finances

Quality Small Business & E-Commerce CFO Services

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Small Business CFO Services

Features of our CFO Services for Small Businesses:  

Industry-Specific Benchmarks 

Many small businesses find it challenging to make sense of their financial results. A helpful approach is to compare their numbers with industry averages. Our CFO Services can do this for you by benchmarking your data against industry standards.

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Budgeting & Variance Analysis 

Our CFO services help you build a solid budget and monitor its performance regularly. We'll track your actual results against your budget, analyze variances and point out key areas where you can boost your profitability. .

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Business Performance Review 

Our CFOs will regularly evaluate how your business is performing and assess your financial well-being. You’ll get detailed diagnostic reports featuring key metrics, trends, and ratios that matter to your operations.

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Cash Flow Management 

Monitor, manage, and forecast your cash flow to ensure your business has enough liquidity to meet obligations. Our CFOs help you identify cash trends, avoid shortfalls, and make informed decisions that support day-to-day operations and long-term growth.

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Financial Statements  

Financial statements are key to growing your business, but many owners aren’t sure how to analyze them. Our CFOs will guide you in reading your financials and show you how to use them to make smart business decisions.

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Growth  

Growth is the aim of every business owner, but reaching it takes planning, resources, and insight. Our CFOs offer expert guidance and practical tools to support smarter decisions and help you scale successfully.

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Work with a CFO you can trust.

“Working with Aamir has been invaluable, he’s helped me make confident decisions by clearly outlining their financial impact.”

– Michael Reed, CEO of NovaEdge


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Combined Experience Of The Account Balanced Team

20+ Years

Expert Accounting

Our accounting firm is run and directed by Association of Chartered Certified Accountants (ACCA) member which is one of the highest level of certification you can attain in accounting. Guaranteeing you are in good hands when it comes to your bookkeeping and accounting needs. Don’t trust your books and financial reports with someone who is not certified!

Trusted Accounting

We are trusted by numerous small business owners and the number continues to grow today. Our team’s experience and efforts extends beyond business’ basic bookkeeping which is just one of many reasons our clients trust our accounting solutions.

Education Level Of The Account Balanced Team

ACCA | MBA

ACCRUAL RULES. WE JUST MAKE IT SIMPLE.  

Three Reasons To Love ACCOUNT BALANCED LLC



Chartered Certified Accountant  

Our team is run and directed by Association of Chartered Certified Accountants (ACCA) member which is one of the highest level of certification you can attain in accounting. Guaranteeing you are in good hands when it comes to tax and financial planning.


Small Business Success   

  We specialized in Accounting services. We truly work with you on helping your small business succeed at every level.  



A+ Customer Service 

  Our goal is to have the best customer service team, ready to give strategic and technical support when needed. 



  Chartered Certified Accountant  

  Our team is run and directed by Association of Chartered Certified Accountants (ACCA) member which is one of the highest level of certification you can attain in accounting. Guaranteeing you are in good hands when it comes to tax and financial planning.


  Small Business Success

We specialized in Accounting services. We truly work with you on helping your small business succeed at every level.  


  A+ Customer Service

Our goal is to have the best customer service team, ready to give strategic and technical support when needed  


Our Small Business CFO Process:

1

Meet With Your CFO

Initial consultation to access your current business' financial data

2

Develop Benchmarks

CFO will develop a budget and benchmarks based on your goals, prior financial performance, and industry conditions.

3

Performance Review

CFO will assess and report actual financial performance relative to the benchmarks set on an ongoing basis.

4

Strategy Planning

CFO will help you develop strategic goals and financials plans to help you achieve them.


5

Monitor & Evaluate

CFO will provide ongoing support including evaluation of current strategy (revising as needed), monthly meetings, phone assistance, and planning.



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  Error-Free Financials  

Avoid costly mistakes and compliance issues. Our expert team ensures accurate bookkeeping, so you stay on top of your finances without stress.  

        

  Beyond Just Bookkeeping

We're not just number crunchers—we're your financial partners, providing strategic insights to help your business thrive.  

        

  Peace of Mind

  Sleep better knowing your books are handled by professionals who care about your success as much as you do.

Frequently Asked Questions

Here are some common questions:

Our accounting and bookkeeping services is a standalone service that focuses on reporting on historical data. Our CFO services is an add-on service that analyzes historical data and provides future projections based on it. The purpose of the CFO service is to act as a finance function for your small business, whereas bookkeeping is focused on accounting prior performance. When used together, your small business when receive complete financial guidance to drive decision-making.

Outsourced CFO services are third-party services that reflect the typical responsibilities of a CFO, or chief financial officer. The benefits of using outsourced CFO services is that it provides small businesses with quality financial oversight at the fraction of the cost of hiring a full-time CFO. Accounting services, such as bookkeeping, help you report prior financial data. CFO services, on the other hand, help you use prior accounting data to forecast the future.

Our outsourced CFO services will eliminate the stress associated with making financial decisions. If you struggle with managing your business finances, pricing your products, budgeting, or simply understanding the financial health of your business, you need outsourced CFO Services.

Outsourced CFO services will provide you with financial assistance at the fraction of the cost of hiring an in-house CFO or employee. The average CFO makes over $100,000/year, and our outsourced CFO services may cost you as little as $400/month. If you are a small business and need affordable guidance, outsourced CFO services is your best option.