Scale And Grow Your Business Wealth Faster With Us
HOW IT WORKS
Consult
Perform a no cost consultation to Evaluate needs
Review
Clean-up and review of existing records, if required.
Implement
Set up and implement computerized accounting system.
Schedule
Establish an ongoing schedule(weekly, bi-weekly, etc.).
Contact
Connect regularly with staff and management to ensure you financial needs are met.
PROPEL & ELEVATE YOUR BUSINESS GROWTH BEYOND YOUR COMPETITION
Download our free guide to learn the top
10 TIPS TO HELP YOU GAIN FINANCIAL
CLARITY AND GROWTH
WHAT WE OFFER
CFO AND CONTROLLERS SERVICES
VIRTUAL CFO SERVICES
We take your business to the next level with our strategic CFO services. Our team of dedicated Virtual CFO’s help you navigate the many complexities of doing business while managing, rethinking, automating and scaling your business.
We guide you to propel and elevate your business growth and multiply your profits through high-level business and financial strategies. Our aim is to help you achieve your true potential, be competitive, flexible and a value-driven brand.
VIRTUAL CONTROLLER SERVICES
Lack of time and/or qualified personnel can be detrimental to the accounting tasks of a business and can hinder the company’s ability to grow and continue to serve clients. Our Virtual Controller services are specifically tailored to meet the needs of our clients and the challenges that face their businesses.
We work directly with each business owner to understand these challenges and work to solve each one. The functions that our extensive experience Virtual Controllers are responsible for are:
- Budgeting and forecasting
- Cash Flow Analysis
- Assessing current accounting staff
- Comprehensive financial reporting packages to meet your needs
- Job profitability analysis
- Department structure and workflow for efficiencies
- Help you create procedures, operations manuals, and Internal Controls
- Key metric analysis
- Grant Management (Nonprofits Organizations)
BOOKKEEPING SERVICES
VIRTUAL BOOKKEEPING SERVICES
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
We make sure it is always up to date and done properly. You’ll maintain control and access to your data in a shared environment. We take care of quality control and any advanced functions. Virtual bookkeeping gives you time to deal with more critical issues and opportunities within your business. Plus, you have access to your account executive for questions.
SERVICES FOR CLIENTS
- Comprehensive reporting packages to meet your needs
- Reconciliation of all bank and credit card accounts
- Accounts payable
- Accounts receivable and collections
- Invoicing
- Job costing
- Budgeting, forecasting, and cash projections
- Computerized accounting system analysis and installation
- Comprehensive payroll administration
- Internal and external audit interface
- Sales tax returns
- Subcontractor 1099’s creation and filing
- Other customized services to meet our client’s growing needs
- Department structure and workflow for efficiencies
- Help you create procedures, operations manuals, and Internal Controls
- Key metric analysis
- QuickBooks Training and Consulting
- Expertise in multiple accounting software (NetSuite, Microsoft Dynamic Navigator, SAP, MAS 90, Accpac, Fund E-Z, Intacct, Great Plains)
- Much More…….
MARKETING
MARKETING, DIGITAL AND SOCIAL MEDIA SOLUTIONS
We are your partner in building your brand and a business rooted in the future. Our experienced team brings the skills and tools your business needs to get marketing done right. See what smart marketing can do to grow your business.
Digital marketing works when strategy, brand, and messaging create the right foundation for everything that comes later. We take the core of your brand, user research, and data to develop strategies that will grow your brand and business.
From creative concepts to landing pages, content creation, social media plans, and paid media campaigns, our team partners with you to create compelling 360° marketing campaigns that amplify your business to deliver customers and sales.
Your digital marketing has a lot of moving pieces. We can help tackle website projects, produce beautiful video and graphic content, or integrate analytics across digital marketing channels so that you have a presence that scales and delivers.
RISK ADVISORY SERVICES
INTERNAL CONTROL ASSESSMENT
Our Internal Control Audit Experienced Professionals can:
- Assess internal controls for applicability or obsolescence to your current operating environment
- Determine if the appropriate controls are in place and effectively working
- Recommend additional controls where necessary
- Integration of COSO Principles
- Review of financial statement assertion impacts
- Understanding of business objectives and risks
Mapping and We understand that internal controls serve an important function to your business. We have extensive experience providing public and private companies with internal control services designed to ensure that all processes, from internal operations to financial reporting and compliance, are operating efficiently and effectively.
Our Internal Control Team can help you streamline your operations and increase business performance and productivity by evaluating current business processes and determining risks, weaknesses, and opportunities for improvement.
ENTERPRISE RISK ASSESSMENT
In today’s challenging and constantly evolving business environment, corporations increasingly face complex risks and growing expectations from external stakeholders and internal management.
In such an environment, the ability to recognize and manage risks while providing transparency and maximizing opportunities is becoming increasingly important. Enterprise Risk Management (ERM) provides a framework for businesses to both recognize and optimize risk.
Senior leadership and executive management are responsible for identifying these risks, assessing the likelihood and magnitude of impact, determining a risk response strategy, and progress monitoring. Instituting Enterprise
Risk Management within your organization has many benefits including:
- Defining risk tolerances
- Providing guidance on how to respond to threats and opportunities
- Providing guidance on mitigating risk
- Enabling you to achieve objectives
- Facilitating value creation for your stakeholders
FRAUD AND FORENSIC SERVICES
Fraud is never a pleasant thing to suspect or uncover. If an organization does suspect that fraud is occurring, it is important that solid evidence and accurate facts are found and documented.
We provide comprehensive services designed to accurately uncover all facts related to a fraud incident and document incident-related evidence. Whether you have uncovered fraud, have received a tip that fraud happening or suspect that fraud is occurring, our team of Certified Fraud Examiners, Certified Internal Auditors, and Certified Public Accountants can conduct a review to determine the absence or presence of fraud indicators. We can also conduct a full internal review to determine the nature and extent of fraud that may have occurred, and deterrence can help you uncover fraud and implement processes to prevent fraud occurring in the first place.
We focus on four bodies of knowledge critical to fighting against fraud. These are Financial Transactions and Fraud Schemes, Law, Investigation, and Fraud Prevention and Deterrence.
TAXES
TAX MANAGEMENT SERVICES
We guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
We offer a full range of tax services that limit exposure and keep your business in compliance with the latest regulations:
- Federal, State, and Local Tax Returns
- Tax Research and Planning
- Tax-Saving Strategies
- State and Local Tax Consulting
- Analysis of Tax Law Changes
- Tax Credits Reviews
- IRS Representation
HUMAN RESOURCES AND PAYROLL SOLUTIONS
HUMAN RESOURCES
We assist you in preparing an HR Strategy and Evaluation Solutions to help you plan and position your business for maximum performance. We offer full range services including:
- Human Capital strategies
- Employee handbook policies
- Employee vs. Contractor legal differences
- Workforce planning
- Salary benchmarking
- Fringe Benefits Reviews
- Organization design and classification
- Surveys
- Program evaluation, as well as strategies geared toward individual employees
- Succession Planning
- Hiring and promotion
- Performance management
PAYROLL SERVICES & TECHNOLOGY THAT DELIVERS
Gone are the days when payroll companies just cut paychecks and managed tax filing. Payroll technology now plays a vital role in delivering a single, web-based platform designed to integrate data, eliminate spreadsheets, manage talent, improve operational efficiencies and create robust reporting. Every aspect of the employee life cycle, from recruitment to COBRA services, needs to united and easy to manage.
OUR APPROACH TO PAYROLL SERVICES
We are centered around understanding your payroll services and HR needs so we can offer and recommend the most suitable technology for your business. We considered the size of your company, overall business needs, and budget. We LISTEN to your concerns, goals, and past experiences, using these to build a proposal that accommodates your payroll needs.
We take the following standard approach with all Payroll platforms:
- Conduct a thorough needs analysis to determine the most cost-effective solution for payroll services
- Prepare a cost-effective proposal
- Design and review the conversion schedule and implementation plan
- Gather company information and employee data for a smooth conversion
- Provide payroll training (start-up and on-going)
- Correctly identify system features to benefit your organization and HR Department
- Train the end-users on how to apply and use system features correctly
- Provide on-going payroll support with a dedicated team
INFORMATION TECHNOLOGY
Our tech-savvy technology team is perfectly equipped to work directly with your team to evaluate risks, create an IT strategy, and develop an annual budget.
We can conduct periodic evaluations to ensure your technology is in line with best practices and helping you reach your goals.
We do Windows 10 migrations and proactively update your operating system to ensure safe and continuous operation of your business.
DISASTER RECOVERY PLANNING & IMPLEMENTATION
We can protect your business from costly outages caused natural disaster, cyber-attack, and other events that are out of your control. We will perform a Business Impact Analysis, develop, and implement your Disaster Recovery Plan.
FINANCIAL TECHNOLOGY, AUTOMATION AND INTEGRATION
Our tech-savvy CFO team is perfectly equipped to help automate your finance function. From standard operating procedures to the integration of various general and industry-specific cloud tools, we help founders build the perfect tech stack to support the running of their business and finances, saving time and adding value.
MERGERS & ACQUISITIONS & SALES
Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal.
We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
WHAT MAKES US DIFFERENT
At Insightful CFO, we take a holistic approach to your business financials and operations with our 7 Step Process Method:
Step 1
Analyze your business structure and needs. We collect information, review your strategy with your needs in mind.
Step 2
Develop an entirely new mindset about your business. Create dramatic improvements to help maximize the potential of your business
Step 3
Take full advantage of that potential and present new recommendations
Step 4
Assign ownership for implementation
Step 5
Create a customized Action Plan with Due Dates
Step 6
Measure/ Analyze/ Monitor/Adjust to keep you on track with your goals and strategies
Step 7
Connect Regularly with staff and management to ensure your goals are met.
WHOM DO WE SERVE
Our clients include innovative businesses, entrepreneurs, and established companies making over $1.5 m+ in revenue. They want to implement improved systems and procedures and gain the Clarity, Peace of Mind, and Confidence that comes from Knowing and Understanding your Numbers to propel your business growth above their competition.
For just a fraction of the cost of a full-time CFO, Insightful CFO offers expertise from industry-leading CFOs, Controllers, Bookkeepers, CIOs, Marketers, and Internal Auditors ready to integrate seamlessly into your teams and provide instant value.
We have served:
- Professional Services
- High Net Worth Individuals
- Entrepreneurs
- Service-Oriented Firms
- Property Management/Real Estate
- Staffing Firms
- Medical and Dental Practices
- Hospitality
- Non-For-Profit Organizations
- Professional Trade, Membership Associations, and Societies
- Private Foundations
- Family Office
- Other businesses that require expertise
WHO WE ARE
Insightful CFO, LLC is a professional services firm providing financial consulting, virtual, fractional, part-time, temporary, and project-based Chief Financial Officer (CFO, Controller, Bookkeeping, Marketing, Information Technology, Risk, and Compliance solutions.
Our clients are emerging and mid-sized companies in a wide range of industries. We deliver our services to business owners who need technical, strategic, implementation solutions, and management direction.
Our senior executives have broad-based expertise in business operations, finance, accounting, payroll, human resources, marketing, technology services, risk, and compliance.
Our Vision is to help you scale and grow your business faster by maximizing your profits, cash flow, and business value.
Our 5 core values are the cornerstone of our business:
- Respect – Treat others as we would like to be treated
- Integrity – Do the right thing
- Teamwork – Work together effectively
- Excellence – Be the best in everything we do
- Stewardship – Better our firm and develop our people
WORK WITH US
We’d love to hear from you, please feel free to reach out to us with any questions!
PHONE
201-693-7435
info@insightfulcfo.com