Outsourced CFO Services and Consulting LLC

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Outsourced CFO Services and Consulting LLC Small Business Owners - problems solved! - access to accountants and bookkeepers without the need to employ a CFO or accounting staff.

We will provide up-to-date business key financial information to help you make business decisions. Virtual services for the small business owner...

Basic accounting services:
General ledger maintenance
Cash receipt application
Cash disbursement and credit card coding of transactions
Chart if accounts maintenance
Reconciliation of balance sheet accounts
Month-end closing procedures
Accounting cleanup and reconstruction
Variance analysis of income and expense accounts
Sales tax reporting
Managed payroll
Customized key performance indicators


Consulting services:
Financial strategies
Short and long-term forecasting
Budgeting and cash flow analysis
Make cost cuts and tax saving strategies
Benchmarking
Raising capital and capital structure
Metrics dashboards containing financial reporting, data analytics and customized key performance indicatory
Facilitating and interpretating financial reporting
Policy and procedure development
Process re-engineering
System selection and implementation
Transactional solutions and facilitating mergers and acquisitions
Interim CFO services

Wrapped up three days in October at the 2025 Intuit Connect Conference in Vegas, and this year I brought my favorite “co...
11/18/2025

Wrapped up three days in October at the 2025 Intuit Connect Conference in Vegas, and this year I brought my favorite “co-advisor”… my daughter!

We spent our days diving into new tools, smarter workflows, and creative solutions to help tackle my clients’ most persistent problems. So many great ideas coming your way.

And after the conference?

Well… Vegas did what Vegas does. We logged miles taking in the sights, tried not to get lost in the hotels (a full-time job!), and capped off the trip with the always-electric Blue Man Group show.

Professional development + mother-daughter time + neon lights?

I call that a win!

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Address

Bridgewater, NJ
08807

Telephone

+19088721016

Website

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