Our Clients Are The Priority

Business owners

Just starting
Only need 1-5 hours a month of bookkeeping? Capital CFO’s boutique experience means no company is too small. Let an expert in the field save you time, money, and stress.

On my own
Most small companies do not need a full-time bookkeeper and therefore end up doing the work on their own. Our role is to work in your business so you can work on your business.

We provide
Accurate set up or review of your current database, experienced bookkeeping, data entry, bank/credit reconciliations, remote and on-site services available.

Who we work with
Landlords, property managers, attorneys, start-ups, web and graphic designers/developers, home designers, your accountants and more.

Small to mid-sized

Time management
We know that you do not have the time, background, or staff to manage your bookkeeping and financial needs. You didn’t start your company to be a bookkeeper, we did.

Your story
Our team is here to help you organize your financial statements and tell your story of success. Let our experts provide you with the accurate financial statements you need.

We provide
As a strategic partner, Capital CFO helps develop your company's plans for growth. Our outsourced bookkeepers and finance departments set you up for success.

Who we work with
Landscaping companies, contractors and builders, HR companies, gyms, marketing firms, your accountants and more.

Nonprofits

Challenges
Nonprofit leaders have always been expected to do more with less. Running your agency is a non-stop job and we help to alleviate the financial stresses you face.

Our experts
You need a professional on your side handling your finances but not necessarily a full-time person. Our bookkeepers and CFOs are here to help you sell your mission and vision.

We provide
Cash management, budget preparation/management, cash flow and end of the year projections, timely presentation of financials, vouchering and AR/AP management.

Who we work with
Nonprofit leaders, bookkeepers, CFOs, boards, finance committees/departments, your auditor, program departments and more.

Larger scale

A few hours goes a long way
Larger companies seek our services as an extra set of hands to launch a project, get them caught up on financials, or help them through transitions. A few extra hours may be all you need!

Going from full to part time
We help reduce full-time labor costs without burdening your current employees. Companies with large finance departments can replace new hires with PT experts.

We provide
Hourly or monthly contracts, weekly or monthly availability, assistance with special projects, temporary or permanent assistance, bookkeeping or CFO experts.

Who we work with
Larger companies that have extensive finance departments and need a few extra hours of assistance to put their financial pieces together.

Capital CFO provides you with the financial expertise you need in order to establish and/or grow your company. Our team provides our clients with the expert knowledge to alleviate stress, time, and inefficiencies. We offer a higher level of service and personal attention to detail and we cater to every client in order to develop a lasting and rewarding relationship. We put you and your needs first and at Capital CFO, we work in your business so you can work on it.