Empower Your Business with Strategic Financial Clarity

Unlock the full potential of your business with our Comprehensive CFO and Bookkeeping Services, tailored for professional services firms seeking accurate financial insights and strategic growth.

In today's fast-paced business environment, having timely and accurate financial data is crucial to making informed decisions.

Our Comprehensive CFO and Bookkeeping Services offer the strategic financial guidance your firm needs without the overhead of a full-time CFO.

We partner with professional services firms like architects, design agencies, event planners, and consultants to ensure they have the financial clarity required to grow and thrive.

The Financial Challenges Holding Your Business Back

Many professional services firms struggle with outdated or disjointed financial systems, making it difficult to get a clear picture of their financial health. Common issues include:

  • Inconsistent and Delayed Financial Data: Lack of timely, accurate numbers hinders your ability to make informed decisions.

  • Undefined Key Performance Indicators (KPIs): Without established KPIs, it's hard to measure the success of your jobs and overall business performance.

  • Disjointed Software Solutions: Various apps and systems that don’t communicate properly can lead to errors and inefficiencies.

  • Uncertainty in Cash Flow and Profitability: Many firms are unsure about their cash flow, cash runway, and the profitability of their projects.

  • The Missing Link - A CFO: While many firms have a CPA or bookkeeper, they often lack the strategic oversight and financial planning that a CFO provides. For those who understand the importance of this role, we offer a tech-savvy, fractional CFO solution.

Our Solution: Comprehensive CFO and Bookkeeping Services

Our services are designed to bridge the gap between traditional bookkeeping and strategic financial oversight. Here's what we offer:

  • Accurate, Timely Financial Reports: We ensure your financial data is up-to-date and accurate, giving you the confidence to make business decisions.

  • Customized Financial Insights: We develop KPIs tailored to your business and provide insights into job profitability, overall business performance, and more.

  • Strategic Financial Planning: With our guidance, you can plan for growth, manage cash flow, and make informed decisions about scaling your business.

  • Tech-Savvy Solutions: We integrate best-in-class tools like Xero, Expensify, and WorkflowMax to streamline your financial processes and provide real-time insights.

  • Fractional CFO Services: Get the strategic oversight of a CFO without the full-time cost, allowing you to focus on what you do best—running your business.

Cutting-Edge Tools for Seamless Financial Management

We leverage a suite of powerful tools to ensure your financial systems are integrated and efficient:

  • Xero: Our primary accounting platform, Xero, offers robust functionality for managing your financials with ease.

  • Expensify: Simplify expense tracking and reporting with Expensify, keeping your business on top of expenditures.

  • Gusto: Seamlessly manage payroll with Gusto, ensuring your team is paid on time, every time.

  • WorkflowMax: For project management, WorkflowMax integrates with Xero to provide detailed insights into job costs and profitability.

  • Finmark: Advanced forecasting with Finmark helps you plan for the future and manage your cash runway effectively.

  • Bill.com: Streamline receivables and payables with Bill.com, reducing manual entry and minimizing errors.

  • Basecamp: Communication is key. We use Basecamp to keep all project communications organized and accessible.

Our Proven Process for Financial Success

Our process is designed to provide you with clarity, confidence, and control over your financials:

  1. Initial Assessment: We start with a thorough assessment of your current financial situation, identifying any catch-up work, compliance issues, or software needs.

  2. Setup and Integration: We outline and implement the correct software stack tailored to your needs, ensuring all systems work together seamlessly.

  3. Weekly Bookkeeping: Our team handles your bookkeeping on a weekly basis, keeping your financials current and accurate.

  4. Bi-Monthly Meetings: We meet with you twice a month to review financial reports, discuss next steps, and ensure alignment with your business goals.

  5. Ongoing Support and Strategy: Through Basecamp, we provide ongoing support, answering questions, publishing reports, and tracking to-dos. As your business grows, we’ll adjust strategies to keep you on track for success.

Why Our Clients Choose Verte Consulting

Our clients value our approach for several reasons:

  • Expertise in Professional Services: We specialize in working with firms that have multiple jobs and teams, providing tailored financial insights that drive success.

  • Fractional, Tech-Savvy CFO: We offer the strategic insight of a CFO without the full-time cost, integrating the latest technology to streamline your operations.

  • Collaborative Partnership: We work closely with you, ensuring that your financial strategy aligns with your business goals and provides the clarity you need to grow confidently.

  • Proven Results: Our clients have seen measurable improvements in financial clarity, decision-making, and profitability, thanks to our comprehensive approach.

Ready to Take Control of Your Finances?

Schedule a consultation today to see how our Comprehensive CFO and Bookkeeping Services can empower your business with the financial clarity and strategic insight you need to succeed.