Accounting
Where did all the money go…?!
As a Certified QuickBooks ProAdvisor, one of the most common requests of new clients is simply to find out where their money
is going and why the bank account never seems to grow. Running a business is usually a full-time job in itself. Still, one
of the most important aspects to understanding a business is accurate and timely accounting and record-keeping. And sometimes
it's not just the complexity. The sheer volume of transactions to process can be a little overwhelming and turn into an
ugly backlog.
If you are curious to know exactly how your business is performing, or would like to identify areas of potential cost savings,
analyze trends, forecast cashflow, etc., or if you are just sick of the constant backlog of paperwork then relax - we can help.
At SBT Financial Solutions, Inc., we offer a variety of accounting and finance services ranging from simple bookkeeping to
contract CFO services. We work with clients that do none, some or virtually all of their own accounting, depending on their
time and comfort level – and we fill in the gaps. Some clients prefer to do all of their own accounting and simply need a few
hours of training and a help-line to get them going.
If you want help, let’s chat – you may be surprised how painless and cost-efficient it is to free yourself from the accounting
and focus on what you do best – run and grow your business.
Call or email us to schedule a free one-hour session at your location to see if we have a solution that works for you. There's
nothing to sign and there’s no obligation whatsoever.
Contract CFO Services
SBT provides business and accounting solutions to start-ups and small and medium sized businesses who are not at the stage of
development where they need the full-time services of a Chief Financial Officer.
Why Use a Contract CFO?
Using a contract CFO enables a company to focus on core competencies while gaining the necessary financial expertise that works
for the company's budget. Instead of the financial burden of a full time CFO salary, a contract CFO provides those services and
elements on as needed basis.
Segmentation of work is easy to facilitate. You may want to use an accountant or controller to provide basic bookkeeping, record
keeping, check writing, analysis of accounts, and generation of financial statements under the direction and supervision of a
contract CFO. At the same time, the contract CFO can concentrate on necessary financial analysis, projections, strategic analysis,
and banking, as well as reporting information to owners, developing tax strategies, and working with attorneys.
You will save money. It can be more economical to have a full time bookkeeper and a contract CFO than either one person serving
as a bookkeeper and CFO, or in some cases only a CFO. A contract CFO can be more economical when the needs for the contract CFO
do not constitute a full–time position, particularly in small companies or in companies with variable workloads. A contract CFO
can also provide crucial financial leadership during times of staff transition. Often, the departure of an existing CFO or
controller can strain a business. A Contract CFO with many years of experience adapting to the unique needs and cultures of
different businesses can ensure your company achieves a seamless management transition.
A Contract CFO is ideal for:
- Start-Ups
- Early Stage Companies
- Recently Venture Funded
- Pre-IPO or Merger
- Turn-Around and Recently Acquired Companies
If you would like to speak to an SBT representative click here Contact Us today.