CFO, QuickBooks and Profit First Consulting Services

CMF Accounting offers packages and custom services to fit the needs of your business at whatever stage it is in.

Below are some examples of the types of services we offer:

QuickBooks Accounting and Profit First Cash Management Services

1) QuickBooks Set up package – appropriate for new companies or those who are just adopting accounting software or switching from desktop to the cloud

  • Consultation as to best accounting software package for your needs, QB Desktop, Online, Xero, Freshbooks, Zoho
  • 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 in existence for a while who may be growing and are not sure QuickBooks is set up correctly, want to understand more features, need a new person trained

  • Review of current file, determination of current expenses ratios
  • Observation of current methods of entry
  • 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, AP and AR

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 such as year-end closing, budgeting, strategic planning, financial ability to hire, marketing ROI, business plan

 If you are located in Newtown, Langhorne, Doylestown or other parts of Bucks County – services can be conducted on an in person basis. Services can also be performed remotely.