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Leading CFO Services for Small Business

We offer the best virtual CFO services you’ll find, providing the expertise you need at a reasonable cost. We focus on profit protection, cash flow management, projections, and business planning. Work with a trusted CFO to grow your company’s wealth today.

Our CFO Services begin at $750 $499/month.

What Is a CFO of a Company?

“CFO” stands for “chief financial officer.” A CFO manages all financial actions for a company, which means financial planning, cash flow tracking, and financial analysis. A CFO has specialized knowledge, so it’s not uncommon to not have one on staff. That’s where outsourced CFO services for small business can be a big asset. A small-business CFO from our team can handle all of the tasks someone on your staff would. By using our outsourced CFO services, you’ll be able to bundle CFO services with other accounting and bookkeeping needs for greater value. If you’re in the process of actively growing your company, a virtual CFO can keep your business on financial track.

Bookkeeping Services

As one of the leading accounting outsourcing firms, we will enter data, bill clients, pay your invoices, and conduct collection calls, among other tasks.

Prices at $349

Financial Reporting

Proper Source staff can provide daily, weekly, or monthly financial reporting updates to make sure that you’re in the loop about your finances.

Prices at $449

CFO Services

You'll have a weekly or monthly call with a controller/CFO who will prepare financial performance reports and discuss them with you.

Prices at $499

Tax Services

When you're an Proper Source client, your bookkeeper and controller will give everything to your Proper Source CPA for a complete tax return.

Prices at $395

Benefits of CFO Consulting Services

Our outsourced CFO services start at just $750 a month and will help you:

  • Understand your cash flow and projections
  • Develop real wealth for your company
  • Protect profits, hire at the right time, and control costs
  • Build a financial plan that works
  • Minimize your business risk and get better ROI
  • Avoid major financial disasters

Examples of what you’ll get as a CFO Client

Cash flow forecasting:

One of the most common tools your small-business CFO will reference is a cash flow forecast. This tool helps you and your strategy team understand what could happen to your cash flow in the future based on the decisions you make today.

Budget-to-actual reporting:

Once a plan is in place, you’ll want to know how well you’re tracking to it. We all know how vital budgets are, but they don’t always get used. Your CFO can help get your budget in place and then analyze your company’s performance against it.

Break-even analysis:

For businesses on the verge of a cash crunch, knowing break-even points is crucial. Your sales and production teams must know how much work they have to deliver to keep the bills paid. Every business faces hard times, and if that ever happens to you, your CFO can help you dig deep and control the excess.

Debt planning and reduction:

If debt is a part of your growth strategy, your CFO will help you optimize your liabilities so that they support you in your goal. If you have debt because your company has seen hard times, then we need to create a reduction plan for getting your company back on top.

Labor cost management:

If you’re a staff-heavy organization, you must know as much as possible about your payroll costs. Is your staff operating efficiently? Should you give someone a raise, and if so, what will it do to your business over the long run? For businesses we’ve coached across the country, labor costs tend to be their biggest downfall. They have either over-hired or not staffed enough, and the bottom line gets strained.

Variable vs. fixed expense reporting:

Not all costs for your business are created equal. You will incur fixed costs regardless of what you do, and while you can reduce costs in this category, there’s only so much you can cut before the benefit to your business becomes less and less impactful. Meanwhile, your variable expenses are the costs you incur when you do work. The secret to getting wealthy is controlling these costs in an efficient manner. Your Proper Source CFO will be an expert at identifying these costs and keeping them in check.

Frequently Asked Questions

A CFO has a single focus: make your organization more valuable to all shareholders and increase the return on your business. This means more cash, more profit, and more opportunity throughout your organization. CFOs do this by forecasting cash flow, optimizing cost centers, managing corporate capital accounts, and employing other high-value processes. Outsourced CFO firms like Proper Source can offer all this in addition to other financial services.

All members of our virtual CFO team must have the following credentials:

  • Certified public accountant (CPA) licensing
  • 7+ years of experience in accounting-related work
  • 3+ years of public accounting experience
  • 3+ years of experience leading full accounting teams
  • Master’s degree in accounting or taxation
  • QuickBooks Certified ProAdvisor status

Our outsourced CFO services cost $750 a month and up. The cost of your plan with Proper Source will depend on any other services you might need and how often you need them. We will work with you to create a customized plan that’s within your budget and suits your needs. Many clients find that pairing our CFO services for small business with other financial services is a great value. To get a full list of our prices, request our current pricing guide.

No Long-Term Contract

With Proper Source, our services are month-to-month, so you aren’t locked into a contract. We value performance, and our goal is to make your company bigger and more profitable over time.

Years of Experience

You can rely on in-depth knowledge from our chief financial officer services. We are a certified, full-service firm that has been in business for more than a decade.

Our clients love us, and you will, too, once you see what we can do to help you grow your business. Contact us to get started today.

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    What Our Satisfied Customers Are Saying

    We've been a Proper Source client for one year. Sam has been our contact since the beginning. He is super knowledgeable, very responsive, and delivers exactly what we need. I really enjoy talking with Sam and the others at Proper Source. The 'Kaitlyn With a CFO' seminars are well done, so if you haven't checked…read more

    Alex Rubinov
    Rating: 5

    Since we began working with Proper Source, they've been a tremendous asset to our company. They are a really kind and competent group that is always fast to answer. They alleviate the tension associated with our accounting requirements.

    Nick Watkiss
    Rating: 5

    We have benefited from Proper Source for many years. The team's skills and knowledge of small healthcare organizations have always impressed us. They take a personalized, proactive approach to assist us with the financial management of our Practice, and they are constantly accessible through phone or email.  

    Dustin Walper
    Rating: 5

    Proper Source Financial Services has been an integral part of our business. Initially, we were looking for general support for Quickbooks. Since that time, Proper Source has introduced us to additional features that have strengthened and boosted our productivity. We are Impressed with Proper Source and our representative's progressivism who offers superb customer service, knowledge,…read more

    Brandon Browne
    Rating: 5

    Recently, we shifted our audit, tax, and company secretarial services to Proper Source, whose team is wonderful to deal with. The audit was a collaborative effort in which proposals were discussed in meetings and over the phone. They are professional, yet friendly, and we feel they exceed our expectations in terms of experience shared and…read more

    Adam Lotery
    Rating: 5

    I've been lucky to work with the Proper Source team as a company owner. At a crucial point, they supplied my firm with the important help it required, and they continue to support the growth of my company to this day. I strongly endorse their accounting and business consulting services.  

    Darren Firth
    Rating: 5
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