Outsourced Accounting, FP&A and CFO Services

Flex CFO provides part-time or “fractional” CFO services to small and medium sized businesses. We are CPA’s, MBA’s in Corporate Finance and have Enrolled Agent status with the IRS. Our certifications cover FP&A, QuickBooks and financial modeling.

Accounting Services

Your accounting records lay the foundation for measuring your business performance. Timely and accurate financial statements are a necessity when it comes to managing your business results, monitoring your cash flows and being prepared for tax season. As your part time Accountant, we can set up your accounting software, execute the various accounting functions and prepare your financial statements in accordance with GAAP. The business case for hiring fractional accounting services is simple. By outsourcing the accounting function, you save on all the expenses associated with hiring accounting staff. More importantly, while we are managing your accounting function, you can focus on satisfying your clients and growing your business. We are licensed CPA’s and Certified Pro Advisors in QuickBooks Online. We are also great business partners. Here is more information about the core accounting services we can provide.


If you use or decide to use QuickBooks Online…

As Certified Pro Advisors in QuickBooks Online, we will ensure the subscription you purchase is appropriate for your business. As a Flex CFO client, you are eligible for our Pro Advisor discount of 30%. Following the simple onboarding process, we can execute the accounting workflows and leverage the vast reporting capabilities. Looking ahead, we can partner to determine if any of the apps available through the QuickBooks Online ecosystem are value adds for your business.


  • Installation of your Accounting Software
  • Optimization of your chart of accounts to provide meaningful financial statements
  • Oversight of your Accounts Receivable and Accounts Payable functions with a focus on internal controls to manage your working capital and maintain your client & vendor relationships
  • Monthly Bank Reconciliations to ensure your accounting records are in sync with your bank statements and to enable early detection of any fraudulent activity
  • Preparation of the standard set of Financial Statements (Income Statement | Balance Sheet | Cash Flow Statement) in accordance with GAAP
  • Oversee Payroll processes to ensure employees are paid timely and accurately and all reporting requirements are met

Financial Planning & Analysis (FP&A)

FP&A is the corporate function responsible for managing, understanding, and interpreting financial information to facilitate decision making and problem solving. FP&A is that place where finance meets strategy. Your FP&A partner is responsible for helping you make forward-looking decisions to better position your business in competitive and evolving markets. With my technical skills and years of FP&A experience, I can partner with you to build budgets, forecasts, long-range plans and business analytics to help drive your next action. FP&A services include the following.

  • Long-Range Planning (3-5 years) that aligns with your Strategic Plan and is actionable by the entire organization
  • Annual Budgeting to quantify and communicate your performance expectations for the upcoming fiscal year
  • Periodic Forecasting throughout the year to identify and quantify the key drivers of variances to your budget
  • Business Analytics and KPI’s to support day to day needs of management, including “what if” or sensitivity analysis
  • Management Reporting to provide business results and variance analysis in a timely and efficient manner

CFO Services

The CFO plays an integral role in any organization and is needed at all stages of the organization life cycle. If your business lacks the C-level financial management it requires due to budget constraints, you should strongly consider hiring a CFO on a part-time or fractional basis. The skills of a good CFO are grounded in financial accounting, corporate finance, and financial modeling. These skills are complemented by years of practical industry experience and demonstrated success managing the finance function for various organizations. If you are interested in leveraging a fractional CFO for your business, these are the types of capabilities you will benefit from.

  • Capital Structuring to determine the optimal mix of debt and equity to fund your business and maximize enterprise value
  • Capital Budgeting to determine which projects/investments to take based on the hurdle rate of your business
  • Cash Flow Analysis to ensure sufficient liquidity for your operation to function smoothly
  • Capacity Analysis to effectively manage the seasonality of your production cycle while keeping unit costs as low as possible
  • Pricing & Profitability modeling to execute the pricing function and maximize returns from new products and programs
  • Presentations & Pitchbooks that are first class to facilitate robust discussions with senior managers, investors, or clients

Tax Services

Personal & Corporate Tax Preparation

Tax reform legislation such as the Tax Cuts and Jobs Act of 2017 and the more recent CARES Act make it as important as ever to hire qualified tax experts for tax planning and tax return preparation. When you work with Flex CFO you are working with CPA’s and Enrolled Agents (EA’s) that keep their skills and knowledge base current through continuing education requirements and professional associations. Through a strategic alliance with Taxpert Tax Service in Hopewell Junction, Flex CFO can help you submit your tax returns and reduce your tax liability within the framework of the internal revenue code.  

  • Tax Return preparation and submission for Individuals, Corporations, Partnerships, Trusts and Non-Profit entities
  • Business Entity formations
  • Payroll Tax Returns
  • Sales Tax Returns