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CFO
SERVICES

There are many reasons you need an seasoned CFO/CPA.  NorthWest CPA has the answer. 

Hiring a seasoned CFO/CPA full-time is expensive especially if you are a small business.  When your business is too small, and is growing, you need an expert to get your business on track.  This solid foundation is certainly instrumental to the success of your business.    At Northwest CPA, you can have an expert just when you need them.  Depending on the size of your organization and your needs, we can schedule around your needs.   We will always be transparent with our fees and preschedule our appointments.   We can work remotely or at your site, if you are local.   We have the ability to sell and implement QuickBooks Online should you need it as NorthWest is a QuickBooks ProAdvisor.  We can offer the right QuickBooks package for your business, provide training,  set up your business format, and chart of accounts based on your needs.   QuickBooks Online is a very robust accounting software for small businesses and has a wide array of features.   

We can process your Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, and Taxation.  We can prepare your financial statements (Balance Sheet and Income Statement) and review them with you.  We can determine your KPI (Key Performance Indicators) and analyze your financial statements with you.  We can be your CFO, as this is what we do best.  

LARGER COMPANIES
If you lost your accounting head for whatever reason or deciding you need a CFO, we can certainly step in.   We can be there for you in the interim or long-term.  We can train your staff or process the transactions.  If you have tax issues, we can process the returns  to get you back on track.     We can train or process your Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, and Taxation as well.   We can help with internal controls and processes.  

GOVERNMENTAL AUDITS
We can certainly represent you in the event of a governmental audit.   Most CFO services do not use CPA's meaning they can not represent you in the event of a governmental audit.   We are here for you for the long-term.  

 
Assessment (Weeks 1-2) During client onboarding, the discovery phase of current financial processes, systems, tax returns, legal corporate documents begins. Our goal during this stage of our engagement is to fully understand operations and finances.

Assessment (1 to 2 Weeks)

Implementation (2 to 4 Weeks)

Client Services Continuous

        Assessment
       (Weeks 1-2)

During client onboarding, the discovery phase of current financial processes, systems, tax returns, legal corporate documents begins. Our goal during this stage of our engagement is to fully understand operations and finances.

  Implementation
      (Weeks 2-4)
 

Implementation of our cloud based systems to streamline financial processes. Establish specific performance metrics with management. Train management team and employees on new financial processes and systems. 

Client Services
(Continuous)

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Our team begins to provide continuous, accurate, and timely financial reporting on a weekly and monthly basis. Reviewing and analyzing financial and operational performance with you. Available as a resource to help management and the business. 

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