Remote CFO Services

REMOTE CFO SERVICES

WCC accounting consulting services provides remote CFO services to small businesses and small-to-midsize not-for-profit organizations by experienced CPA. Remote CFO services (or fractional CFO services) include all services that typically are responsibilities of a CFO and Controller at any given organization. Some of the remote CFO services that we provide are:

  • accounting software set up
  • budgeting and forecasting
  • bank relationship development and management by a licensed CPA
  • federal, state and local government grant management
  • day-to-day accounting and bookkeeping including but not limited to:
    • accounts receivable aging analysis and reconciliation
    • accounts payable aging analysis and reconciliation
    • cash bank reconciliation
    • fixed assets reconciliation
    • depreciation expense schedule set up and maintenance
    • ASC 842 lease accounting set up and maintenance
    • debt and notes payable reconciliation
    • equity and net assets reconciliation
    • revenue and expense accounting
  • profit and loss (income) statement preparation for presentation to the board, auditors and or other third parties
  • balance sheet preparation
  • internal controls policies and procedures development

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