About
CFO Services Group is your dedicated accounting team and much more. From bookkeeping cleanup to managing payroll to forecasting cash flow, our managerial accounting services are structured to relieve pain, save time, provide insight and free you to get back to business.
We successfully work across many industries by tailoring our services to each client:
–Small businesses choose only the services that fit current needs. Paying bills, sending out invoices and following up on collections, managing payroll and forecasting cash flow are a few possibilities. Other services can be added at any time.
–Nonprofits use our services to track donations and ensure reporting compliance for grants, to classify expenses properly and to monitor the mix of program to overhead costs.
–Entrepreneurs and startups turn to us for financial projections they can show potential investors, help with new business registration, even pricing and salary figure development.
–Consultants rely on us to invoice clients for the length of a contract, monitor retainer payments, track expenditures and bill for reimbursements such as travel.
As experienced, proficient managerial accountants, we focus on your current finances (cleaning up books, paying bills, invoicing, handling payroll) and your future finances (cash flow projections, loan applications, financial forecasts). You’ll also rely on our strategic expertise and financial know-how to make better business decisions.
Our services include:
Outsourced Accounting Department
Payroll Management
QuickBooks Review and Support
Special Projects
Why EOS
Our business is growing quickly, and with that comes the inevitable growing pains. Issues constantly creep up. Communication channels can break down. We need an operating system that can provide the structure for us to grow with strength. EOS is the perfect system! It helps to keep everyone on track and the business moving forward steadily.
Our Core Values
(Teamwork)- Communicate well with team members and clients. Be dynamically engaging with others and build strong relationships. Be vulnerable: Have tough conversations when needed and be willing to ask for help. Be loyal to your team and have each other’s backs. Take the time to help others develop and be willing to have the same done for you – “a rising tide raises all boats.” Exhibit patience when working with your fellow team members and clients, recognizing that we are all working towards the same goals. Feel confident in delegating tasks to your other team members, knowing that they’ve got it (and they would tell you if they don’t). Be willing to support another team member in times of need. Don’t make assumptions about what others are or are not doing.
(Learning & Development)- Strive to always learn something new and develop your knowledge. Be willing to help your fellow team members, clients, and community members increase their skills and knowledge. Have a desire to grow and progress in your career and take on new challenges that expand your boundaries. Be vulnerable in recognizing the skills that you lack competency in and proactively work to build them. Constantly evolve.
(Humble Confidence)- Communicate with authority and authenticity: Mean what you say and say what you mean. If you don’t know the answer to something, then be secure enough to admit that. Find comfort in authenticity and vulnerability. Feel sure of yourself and your abilities. Be an expert in your craft – and if you’re not, then improve those abilities. Trust your instincts. Make a decision. Don’t be afraid to make a mistake or take a calculated risk, knowing that any error has a solution. Set appropriate boundaries with others. Learn to say “no” as much as you say “yes.” Don’t be afraid to let something go if it’s not right.
(Patience)- Maintain a positive and calm nature. Grace under pressure. Nurture an atmosphere that fosters collaboration, vulnerability, and high standards for quality. Maintain composure when facing challenges. Approach issues with a calm and thoughtful demeanor. Always seek out comprehensive solutions rather than quick fixes. Err on the side of effectiveness and accuracy rather than efficiency. Take the time to listen and communicate authentically with others. Practice mindfulness. Breathe. Be patient with yourself as much as you are with others: Give yourself permission to make a mistake, and then learn and grow from it. Understand that things aren’t always done on your timeframe and that’s ok.
(Proactivity)- Anticipate the needs of your clients, your team members, and your community, and be ready to fulfill those needs. Stay hungry: Pursue the skills you will need to evolve yourself. Stay ahead of the curve. Identify, communicate, and address issues before they become bigger issues. Forsee challenges and opportunities, and position yourself, your clients, and your team members to avoid those challenges and capitalize on those opportunities. Embrace new technologies and innovations in the industry and marketplace.
Special Offers
Mention you are an EOS Member, and you'll receive one month of complimentary Bookkeeping Support or CFO on Demand services.