Experienced Fractional CFO Services
Many small businesses require a higher level of accounting services than what their on-staff bookkeeper may offer but can’t afford to hire a full time CFO. We provide these administrative level accounting services on an as needed (fractional) basis so you can get the required services you need without having to commit to a full-time employee.
Fractional CFO Services, $125/hr.
Our fractional CFO services include a range of financial and strategic support tailored to the needs of your businesses. Here are some key services we offerer:
Financial Strategy and Planning
Developing long-term financial strategies, including budgeting, forecasting, and cash flow management.
Financial Reporting and Analysis
Providing insights through regular financial reports, performance metrics, and variance analysis to help guide decision-making.
Budgeting and Forecasting
Assisting with the creation of annual budgets and financial forecasts to align resources with business goals.
Cash Flow Management
Monitoring and optimizing cash flow to ensure the business can meet its obligations and invest in growth.
Cost Management and Efficiency
Identifying areas for cost savings and improving operational efficiency.
Compliance and Risk Management
Ensuring compliance with financial regulations and managing financial risks.
Technology and Systems Implementation
Advising on financial software and systems to streamline processes and improve financial management.
Third Party Support
Accompany management in meetings with financial lenders, attorneys and tax professionals if needed.
We also offer Accounting Support Services at a reduced rate for small businesses that do not have an on-staff bookkeeper / accountant.
Accounting Support Services, $95/hr.
- Set up QuickBooks software including chart of accounts, payroll, vendor/customer detail, invoice templates
- QuickBooks training for new employees
- Manage and review existing bookkeeping staff
- Clean up client QuickBooks accounting files
- Meet with management to review financial statements and offer improvements to operations
- Assist management with understanding financial reports
- Evaluate existing accounting processes and procedures+
- Payroll / Quarterly Payroll Tax Filings (941, UIA, State W/H, City W/H)
- Year-end Payroll Filings (940, W3, W2)
- Year-end 1099 Filings
- Entering, Coding and Paying Bills
- Creating and Sending Customer Invoices
- Collecting Past Due Accounts Receivable
- Reconciling Bank and Credit Card Accounts
- Maintaining Vendors for Accounts Payable and Clients for Accounts Receivable
- Support CFO operations by preparing:
- Monthly Financial Statements
- Account Analysis
- Work Papers for Month-End Closing and Audit Support
- Scan & Attach Documents for Tax and Audit Support
- Preparing Client Source Documents (PBCs) For Audit Support
Matlyn, Inc.
4185 Proline Court Suite D
Dorr, MI 49323
(616)259-4790