CMF Accounting offers packages and custom services to fit the needs of your business at whatever stage it is in. Some examples of the types of service we offer are:

QuickBooks Accounting and Cash Management Services

1 ) Set up package

Discussion of data to be collected, set up of chart of accounts
QB Training on basic functions such as invoicing, posting expenses, bank reconciliation

2) Intermediate package – appropriate for companies who are established and use QuickBooks but would like to be sure it is set up correctly and learn more efficient ways to do things.

Review of current file, determination of current expenses ratios
Recommendations for corrections and more efficient ways to do things
Instruction on how to analyze financial statements like the Profit and Loss and Balance Sheet, accounts payable and accounts receivable.

3) Advanced package

In depth review with owner of Profit and Loss, Balance Sheet and other relevant reports
Pinpoint problem areas and develop strategies to address– cash flow, expense containment, products/services with declining or low margins, calculation of returns on marketing efforts
Developing a budget and business/strategic plan

4) Special Projects designed for a special situation

If you are located in Newtown, Langhorne, Doylestown or other parts of Bucks County – services can be conducted in person. Long distance work is also a good option.

Clients Say:

“Cathy has shaped the financial side of my business so I don’t have to worry about cash flow – which is a HUGE relief! She does an amazing job with special projects and is always willing to jump on the phone with me when I have questions. Couldn’t run my business without Cathy!”

— Gabielle Nicolet, President
Speech Kids LLC, based in Washington DC