Outsourced CFO Services
Strategic Financial Advisory Services
Long term Cash Flow Forcasting
Project the company’s cash inflows and outflows over multiple periods for several years.
KPIs Company-Wide
Evaluate the overarching view of key performance indicators most important to your business.
Custom Department Reports
Create customized dashboards with easily digestible performance data.
The Future of Your Business Starts Now
The purpose of outsourced accounting is not to replace your back office but to strengthen it. Our expert outsourced accounting team focuses on innovation, analyzes your financial data to fill essential gaps, and alleviates workload; thereby allowing you to leverage our specialized expertise, ultimately enabling your internal staff to focus on other high-priority tasks. Our dedicated outsourced team augments your accounting functions to support and build a fully functioning back-office business system.
Strategic Forecasting
Strategic business planning involves a meticulous process of setting goals, identifying opportunities, and formulating detailed action plans to achieve long-term success. This planning process not only defines where a company wants to go but also how it will get there, considering market trends, competitive analysis, and internal capabilities. It's a dynamic framework that adapts to changing environments, helping businesses stay agile and responsive. By aligning resources, focusing efforts, and anticipating challenges, strategic business planning empowers companies to make informed decisions, mitigate risks, and seize opportunities in a rapidly evolving business landscape.
Lets Talk NowYour Comprehensive Outsourced Accounting Services Partner
Take control of your financial future now and find opportunities to discover growth within your organization. With our Comprehensive CFO Outsourced Accounting Services tier, your business will have access to a dedicated team of seasoned financial professionals who will handle everything from budgeting and forecasting to financial reporting and analysis. In addition to the services offered in our Accounting and Controller Service tiers, our CFO tier encompasses reactive general accounting needs, proactive compliant focused accounting services as well as complex future thinking strategic accounting.
Our tailored solutions ensure that your financial strategy aligns with your business goals. Say goodbye to the complexities of managing finances and hello to peace of mind as we take care of your financial needs, allowing you to focus on growing your business.
Outsourced CFO Services
Long-term Cash Flow Forecasting
Cash flow forecasting is a vital tool for businesses of all sizes, providing a range of benefits that help in planning, decision-making, and overall financial management. Our team can help you anticipate shortfalls or surpluses, potentially identifying cash gaps and ensuring stakeholder confidence. Additionally, forecasting allows for strategic planning including budgeting and business growth, managing credit and debt, and identifying trends and patterns.
KPIs Company-Wide
Setting Key Performance Indicators (KPIs) is a vital component of effective business management, providing a clear roadmap for success and measuring progress toward organizational goals. These metrics are carefully selected to reflect the most critical aspects of a company’s performance, whether it’s financial health, customer satisfaction, operational efficiency, or other key areas. When Rubino helps craft KPIs, it’s essential to ensure they are specific, measurable, achievable, relevant, and time-bound (SMART), aligning with the company’s overall strategy. KPIs serve as a yardstick for performance evaluation, enabling managers to identify strengths, pinpoint areas needing improvement, and make data-driven decisions.
Custom Department Reports
Rubino’s custom reports pinpoint the key metrics and data points that are most relevant to your business goals. Our team delves into the data, extracting, organizing, and visualizing it in a meaningful way. Whether it’s financial reports, market analysis, or performance summaries, each report is tailored to provide actionable insights. The design of the report is crucial, ensuring clarity and accessibility to easily interpret the information. Through this personalized approach, you will receive not just data, but a strategic tool that empowers you to make informed decisions and drive your business forward.
Identify your deferred revenue sources in accordance with generally accepted accounting principles. Determining when a company should recognize or record revenue in its financial statements is crucial because it determines when a company declares earned money from its products or services.
Manage financial aspects of specific projects. The backbone of reporting-out on project performance is a carefully considered project accounting system. From tracking finances for a particular project to budgeting, invoicing, expense management, reporting, and compliance. As your accounting partner, we will handle these accounting tasks for your projects. Our team will implement scalable solutions that grow with your projects.
Track your additions to and releases from net assets with donor restrictions.
Identify, track, and allocate indirect costs to the benefitting programs or services based on a variety of methodologies. As skilled, knowledgeable, and experienced CPAs, our team is very well-versed in Federal indirect rate methodologies.
By measuring the performance of the various departments in your organization, we can track performance against budgeted costs, as compared to other departments, or against profit objectives.
Our team will attend virtual Board/Director meetings with occasional in-person meetings upon request.
Ensure all your bills are reviewed, analyzed, and paid on time.
Analyzes your short-term needs such as payroll, monthly fixed overhead (i.e. rent), and outstanding accounts payable, to help maintain timely payment
decisions.
Facilitates a spend management program to track your employee’s expenses, log the expenses for accounting, and ensure timely reimbursements when necessary.
Financial statements review with your board of directors as needed.
Prepares balance account reconciliations for all balance sheet accounts every month.
Have financial statements generated from your accounting system for
your review.
We are available 24/7 to support our clients via email.
Optional Services Available
Our priority is customizing solutions to meet your business’s specific financial management needs. Our tiered service list allows you to tailor your accounting solutions precisely to your requirements. In addition to our standard service tiers, we offer a range of supplementary, optional services designed to enhance and expand upon your chosen plan.
Our optional services provide an opportunity to create a fully comprehensive service plan tailored explicitly for your organization. Our goal is to ensure that your financial management needs are met with precision and excellence, giving you peace of mind, and allowing you to focus on growing your business. Explore our optional services today and unlock the full potential of your accounting experience.
Custom Department Reports
Custom Department Reports
Pinpoint the key metrics and data points that are most relevant to your business goals with customized department reports. Our team delves into the data, extracting, organizing, and visualizing it in a meaningful way. From financial reports, market analysis, or performance summaries, each report is tailored to provide actionable insights, providing you with a strategic tool that empowers you to make informed decisions and drive your business forward.
Custom Dashboards
Custom Dashboards
Harness the power of data in a way that suits your specific needs. Customized dashboards offer a dynamic and efficient way to navigate a vast amount of information in today's data-driven world. Our team creates dashboards that are tailored to display key metrics, trends, and insights, presenting information in a visually intuitive manner. Clients can select specific data points to highlight, enabling quick and informed decision-making.
Tax Planning/ Tax Projections
Tax Planning/ Tax Projections
Proper tax planning can result in additional cash flow to invest in your business creating returns for you in the future. If you don’t plan to reduce your taxes, you almost certainly pay more than a competitor that does. In today’s business environment, you need an advantage to stay competitive with your business rivals.
Indirect Cost Rate Proposal
Indirect Cost Rate Proposal
Our team can identify, track, and allocate indirect costs to the benefitting programs or services based on a variety of methodologies. We are skilled and knowledgeable with Federal indirect rate methodologies.
Invoicing Clients
Invoicing Clients
We support client invoicing cycles in a number of ways. Some clients prepare invoices in-house using systems such as Salesforce or an Association Membership System to prepare invoices. In other circumstances, we interface with the sales team and prepare invoices upon completion of sales orders. We are very flexible in our approach to this service area.
State & Local Taxes
State & Local Taxes
This area of taxation is quickly becoming one of the most complex. As states continue to search for new revenue sources, many companies are being called to task because they unwittingly created a nexus in a particular state. Working in conjunction with our tax professionals, we work to minimize this risk to you.
Form 990 Information Return
Form 990 Information Return
We prepare hundreds of 990 forms annually. This form is the primary tool for gathering information about tax-exempt organizations, educating organizations about tax law requirements, and promoting compliance. Organizations also use Form 990 to share information with the public about their programs. More importantly, we help you present your organization’s operations in the most favorable light.
Audit Support
Audit Support
The level of audit support will vary according to client needs. Our team prepares the schedules included in the auditor’s PBC list, responds to requests from auditors for substantive tests and tests of controls, and generally assists with the mitigation/resolution of audit issues.
CorporateTax Return
CorporateTax Return
Our tax professionals monitor your company’s profitability throughout the year by interfacing with our outsourced accountants. As a result, we can advise you on the best strategies to minimize taxes at year-end. Since we have been talking to your accounting team year-round, we are able to prepare your Federal and State tax returns. We also monitor your exposure to international, state, and local tax regimes as part of our services.
Budget Preparation
Budget Preparation
We can assist in your budget preparation to help guide your organization's financial future. However, simple or complex the budget, we can help.
Payroll
Payroll
Payroll can be prepared in-house, outsourced to large or small payroll third-party providers, or we can process payroll on your behalf. Keeping your employees happy is the number one priority. From a financial reporting perspective, the most important aspect of payroll is importing and distributing the labor cost to the appropriate cost centers. Mapping labor costs to departments, projects, programs, etc.
Allow us to Elevate Your Financial Strategy with our Outsourced Accounting Team!
Our CPAs bring years of experience and expertise across diverse industries, ensuring high-quality financial guidance and support. Our Outsourced Accounting CFO service tier offers tailored solutions to augment your company’s accounting systems and drive success. Take your business to new heights today with our Outsourced Accounting CFO service tier!
What Our Clients Say
Chief Financial Officer
Madison Energy Infrastructure
Why Outsource Your Accounting?
Stay Compliant
Ensure your company's financial statements are complete, consistent, and comparable for GAAP Compliance. Our outsourced team will implement robust internal controls to keep your organization compliant with today’s ever-changing standards.
Cost Savings
By outsourcing your accounting, you can eliminate the need for hiring and training in-house staff, as well as reduce overhead costs associated with maintaining an accounting department.
Focus on Core Activities
Outsourced accounting allows you to focus your resources and attention on core business activities, such as product development, customer service, and growth initiatives.
Expertise & Experience
Our team is comprised of experienced and highly skilled professionals who specialize in accounting. Leveraging our expertise, you can ensure accurate financial reporting and compliance with regulations.
Ready to Get Started?
Kyle Good, CPA
Senior Manager
18 Years of Experience
