At CPW Business and Bookkeeping Solutions, LLC, we believe that every business should have a reliable partner to help them manage financial complexities. Our comprehensive back-office services cater to businesses of all sizes. We can help. We take a strategic approach to ensure that your finances are in order and compliant, allowing you to focus on growing your business. Let us be your partner in achieving success.
QuickBooks Clean-Up /Catch-Up
- Reorganize the chart of accounts for better financial management
- Review and bring invoices, financial statements, and cash flows to current status
QuickBooks Set-up and Coaching
- Quickbooks Set-up
- Review existing work
- Coaching for in-house bookkeeper or business owner
QBO Clean-up/ Catch-up, Set-up and coaching are not on subscriptions plans. One time or hourly pricing.
All virtual services depend on the client's business needs and the client's selected subscription package.
Subscription-based value pricing is offered in monthly or quarterly payments.
Simple Bookkeeping Services
Simple bookkeeping services encompass a range of crucial tasks aimed at maintaining accurate financial records. These include fact-checking account data to ensure its correctness, providing alerts on any account errors, and performing cash reconciliation to align recorded amounts with actual bank statements. Services operate primarily on a cash basis, meaning transactions are recorded when cash changes hands. Additionally, these services are responsible for generating financial reports that give an overview of financial status, helping businesses make informed decisions.Small to Medium Business Financial Services
Small Business Financial Services provides comprehensive accounting solutions tailored to the needs of small enterprises. These services manage all accounting transactions and are integral in preparing budget forecasts and publishing financial statements. They handle the routine monthly, quarterly, and annual closing processes to ensure timely financial reporting. Additionally, they reconcile accounts payable and receivable, manage the complexities of tax computations, and prepare businesses for tax returns. The services extend to managing balance sheets and profit/loss statements, maintaining an organized chart of accounts, and encompassing the previously listed bookkeeping services. This holistic approach ensures accurate financial oversight and aids in strategic planning and compliance.Fractional Controller Services
Fractional Controller Services offer specialized financial management support for businesses, particularly focusing on collaboration with management on key financial decisions. This includes overseeing payroll services, monitoring costs, analyzing expenditures, and providing strategic advice to control expenses. These controllers supervise accounting staff in the preparation of financial reports and budgets, ensuring accuracy and compliance with Generally Accepted Accounting Principles (GAAP). Their responsibilities extend to revenue recognition, handling international currency conversions, and identifying opportunities to maximize profits and explore new areas for expansion. Additionally, these services include controller oversight, which encompasses reviewing and approving invoices and ensuring they are posted for payment, thus maintaining financial control and operational efficiency.Fractional CFO Services
Fractional CFO services provide specialized financial leadership tailored to the needs of organizations that require expert financial guidance without the full-time expense. These services include the preparation of KPI reports and extensive financial forecasting for up to 12 months, covering the balance sheet, income statement, and cash flows. CFOs assist in developing baseline budgets and are instrumental in crafting incentive and commission plans to motivate staff and align with company goals. They play a crucial role in quarterly executive and director board meetings, offering performance reporting and strategic insights. Additionally, these CFOs assist with SWOT analyses, helping companies identify strengths, weaknesses, opportunities, and threats to optimize decision-making. They also collaborate closely with management on critical financial decisions and supervise accounting staff in the preparation of accurate financial reports and budgets, ensuring comprehensive financial oversight and strategic planning support.
An extensive in-depth business review is needed for Fractional Controller and Fractional CFO Services.
Occasional onsite service will be subject to additional fees.