Is your business growing, but struggling with cash flow? Do you feel that something is holding you back from thriving? Most growing businesses reach a point where well-maintained books are not enough anymore. The numbers themselves simply don’t provide the insights that your business requires.
To keep growing a successful company, you need ongoing access to financial analytics, KPI tracking, budgeting, and cash flow forecasting. Most small businesses can’t afford a full-time controller for obvious financial reasons. A Virtual CFO service allows you to have a controller on-demand at a fraction of the cost.
The scope of our Virtual CFO engagement will be customized to fit your company’s needs and will include the following options and more:
- Complete monthly accounting
- Customized management reports
- KPI analysis
- Strategic meetings
- Forecasting and cash flow
- Year-end review
- Year-end financial reports
Reconciling corporate credit cards in QBO is a little complicated due to how they are set up in the software. Starting with a proper chart of accounts and bank feeds setup is crucial. Most corporate […]
Alena has been a godsend in helping me to set up cloud-based software for my new business. The amount of knowledge she has is extraordinary and I feel very confident in her ability to steer me in the right direction as I grow my business.
We used Balance Experts to help us with accounting software setup. We are an e-commerce business and were not using any software in the first year. We were impressed with the level of service we received: the setup process was well organized, we provided all the necessary information, and were ready to start training within two days. Alena has taken the time to walk me through all aspects of using Xero and scheduled and follow up session to cover the questions I had. In addition, Alena reviewed our last year’s business tax return, pointed out issues that need to be corrected and advised us on entity classification. We are very happy with the level of service and expertise Alena has provided us, and we highly recommend Balance Experts to other business owners!
Alena Pauliuchkova, CPA is a wealth of knowledge! She’s instructed our Quick Books Class and Xero Cloud Based Accounting class and was awesome!
I cannot say enough good about Balance Experts and Alena!!! She is amazing, detail oriented, knowledgeable, and so patient with me. She cares about my company and its performance and is a breath of fresh air!!!!
Alena and Balance Experts has been an amazing resource and support. She has helped me with my accounting for my business from day one and was able to train me in the use of Xero with just a couple consultation calls. She is professional but also approachable and very easy to talk to. I appreciated this from the start because I knew nothing about accounting for a business. She has given me tools and confidence to do my own bookkeeping but is always there for support and questions. I would absolutely recommend her services to any other business owner.
Alena and Balance Experts have been a life saver for our business. As a yacht brokerage and boat dealer for several manufacturers, we have many different transactions, including payroll and various other accounts. Alena has been able to go back a couple of years and straighten us out. Her patience with me personally has been outstanding as I am a pure sales and marketing guy and usually don’t want to deal with numbers until they bite me! She could not be more professional and knowledgeable. 5 stars are not enough – should be 10!
We are a new small business and knew we needed an accountant. We met Alena at a local conference and immediately knew that she would be a good fit for us. She is personable, professional, meticulous, and gracefully patient with her clients. She certainly knows her stuff!!!