Solutions for your business

- Financial statements

- Process and efficiency review

- Experts working in your business

Through a team of high-level, business-focused and client-centric bookkeepers and CFOs, Capital CFO performs high quality remote and outsourced financial services. Our experience and expertise include bookkeeping for businesses and nonprofits, financial statement preparation, internal controls and compliance, process and efficiency review, budgeting, and forecasting. We know that your time is your most valuable asset, allowing you to grow and focus on growth. Capital CFO allows you to take back control of your time by not having you be bogged down with details we can handle professionally. To grow a business and make it successful you need to know how to play to your strengths and delegate whenever possible, but that means hiring experts in the field. Capital CFO offers solutions for your business’s finance and office management departments.

I was impressed with your approach, including attention to detail and problem-solving.
— Jaime B.



Responsible for recording the financial transactions of your business (sales, receipts, purchases, and disbursements).

  • Remote or on-site services available

  • New businesses: one time business analysis and set up books into an accounting software

  • Initial review of existing books

  • Reconcile statements

  • Data entry: input transactions including checks issued, bills, invoices, and receipts

  • Bill payments

  • Create customized templates for invoices, statements, estimates and purchase orders

  • Manage Accounts Payable and Accounts Receivable

  • Invoicing

  • Training: train your administrative staff in fully computerized bookkeeping


Chief Financial Officers

Primarily responsible for managing the company's finances, including planning, management of financial risks, record-keeping, and financial reporting.

  • Remote or onsite services available

  • Preparation of financial statements: timely & accurate financial statements presented monthly

  • Strategic planning & budgeting

  • Segregation of costs: ensuring all costs are segregated as required

  • Liaison: manage the reporting for & the relationships with your bank, insurance & external auditors

  • Partner resources: navigate the process with and for our clients to make sure they are covered in all areas of their business.


Recruitment and Administrative Services

Recruitment: Attracting, shortlisting, and selecting final suitable candidates for your company and open positions.

  • Development of position descriptions

  • Job postings

  • Phone screens

  • Initial interviews

  • Reference checks

  • Background checks

  • Creation of applications

Administration: Plan, direct, and coordinate supportive services of a company or an organization. Specific responsibilities vary, but administrative service managers typically maintain facilities and supervise activities that include record keeping, mail distribution, and office upkeep.

  • Office solutions like creation of systems

  • Implementing cost reductions

  • Filing systems

  • Administrative and clerical support: data entry; meeting minutes; manage calendars and phones; office supplies

  • Manage correspondence