Bookkeepers.
Tax Advisors.
Business Valuations.
CFOs.
We help Small Business Owners & Real Estate Professionals grow and increase profitability by providing unparalleled access to expertise, technology, and know-how.
Our expertise best fits entrepreneurs with $500k-$5M Revenue and 5+ employees. We primarily serve North Carolina, but we have the experience and ability to support you from anywhere.
16 years
helping small
business owners succeed
We manage the books for
56 companies representing $15+ million in revenue
We deliver 10x value for the fees we charge
We offer a broad array of services to meet the needs of the business owner.
We are the CFO Consultants who are easy to work with.
Our expertise making your business more profitable
Financial expertise for a price
you can afford
Your bookkeeping are ours; we’ll get you the info you need
Full charge or just the parts you need
If you just need help getting started
Tax experts to help plan ahead or get your tax return filed
Certified valuation experts
Often, and for far too long, business owners have received too little, too late from their accountants. Whether they utilize bookkeepers or tax professionals, the arrangement feels far too transactional and adds ambiguous value.
How does receiving a stale Balance Sheet and Profit & Loss 2 weeks after the month’s end help entrepreneurs run their businesses and grow?
Beats me!
To the contrary, our company is built to help more small business owners think about this very question and to provide the answer through end-to-end support that goes well beyond what is typical or traditional.
Sure, we do bookkeeping and tax, but that’s just the basics. We go further and provide small business owners with the real-time support, insights, expertise, and best practices to help them thrive in a rapidly changing world. Yes, sure, we have several CPAs on staff. But we also have MBAs, CMAs (Certified Management Accountants), PMPs (Project Management Professionals).
To support small business owners, we provide more. Whether it’s business valuation, fractional controller/CFO talent, financial modeling, forecasting/budgeting, KPIs, or strategy/growth advice, we have you in mind. Even though we can do more, we believe in charging fair prices and ensuring we deliver value you feel good about.
Whether you want to understand how many customers you need to break even or reach a target profit, how to determine your business’s current value and path to growth, how to create reliable forecasts and financial models, and how to create a KPI dashboard to see your business’s performance in real-time, we can help.
Even better, we are the only accounting firm that is built by entrepreneurs, for entrepreneurs. Our team is small enough to provide personalized service but large enough to have the depth of expertise and experience that allows us to provide something special.
If you are ready to start receiving far more than your accountant is willing and able to provide, and you want to work with those who will be just as passionate about your business as you are, well then, you’ve found the right team.
Welcome to CFO Consultants!
Ready to connect for a free consultation?
