Colleyville & Dallas Area Fractional CFO - Our Services
Over time, most business or non-profit owners end up with a fragmented financial system.
When your system includes a complicated technology stack and multiple vendors, it can be frustrating to manage.
With CFO Shield, you’ll save a ton of wasted money and time by consolidating your financial pieces into one management solution.
Fractional CFO
Most business and non-profit owners don’t have time to accurately track every piece of financial data that impacts the bottom line.
But your organization’s financial well-being is at stake.
Get expert assistance with CFO Shield’s Fractional CFO Services.
Our seasoned professionals will partner with you to restore, track, and improve the finances of your business. By implementing proven systems and reporting, you will be able to more accurately understand the season you are in and create better plans for the future.
Colleyville, Flower Mound, Coppell, and Irving Fractional CFO Service Includes:
- Budgeting & Forecasting
- Financial Dashboard
- Management Reporting Packages
- SBA Loan Applications
- Business Plan Preparation
- Raising Capital, Debt, or Equity
- Financial Analysis & Statements
- Strategic Planning
- Exit Strategy
- Process Improvement
- Risk Management
- Advanced Excel Projects
- Financial Consulting
- Cash Flow Optimization
- Future Market Analysis
- Commercial Loan Applications
Bookkeeping
Start tracking and organizing the financial data you can’t live without!
With our Bookkeeping Service, you’ll be able to accurately track critical transactions, view easy-to-read financial reports, and save a TON of time.
Bookkeeping Services for Colleyville, Flower Mound, Coppell, and Irving Includes:
- Remote Bookkeeping / Fractional Bookkeeping
- Quickbooks Experts
- Customized Chart of Accounts
- Record Financial Transactions
- Policies & Procedures
- General Ledger Maintenance
- Bank Statement Reconciling
- Virtual Records
- Financial Reports
- Time Tracking & Cost Reporting
- Sales Commission Tracking
- Sales & Use Tax Filing
- Credit Account Reconciliation
Accounts Payable
As your organization grows, it becomes increasingly difficult to keep up with your accounts payable.
Entrusting the experts at CFO Shield with your business’ or non-profit’s accounts payable is a step toward a more streamlined financial practice for your organization.
Not only can we augment your current process, we can make it more efficient now and with future growth.
Accounts Payable Services for Colleyville, Flower Mound, Coppell, and Irving Includes:
- Vendor Payment Management
- Expense Tracking & Reports
- Account Balance Monitoring
- Vendor Activity Reporting
- Proper Account Allocation
- Timely Vendor Payments
- Invoice Payment Approval Workflows
Accounts Receivable
Accounts Receivable Services for Colleyville, Flower Mound, Coppell, and Irving Includes:
- Client Billing
- Time-Based Billing
- Fee for Service Billing
- Cash Receipt Application
- Client Statements
- Sales Tax Reporting
- Revenue Recognition
- Online Payments
- Automated Past Due Invoice Reminders
- Deferred Revenue Calculations and Posting
Payroll Services
A full-service payroll solution for your growing organization.
Payroll is one of the most overwhelming tasks a small business owner or non-profit lead faces. The process is time-consuming, and a simple error can result in unhappy employees and even worse, expensive fines.
Many businesses and non-profits turn to cloud-based payroll services that still require the business owner or non-profit lead to spend hours processing payroll and tracking reports.
At CFO Shield, our experts handle the entire payroll process for you, customizing a system that suits your needs now and remains scalable for your organization in the future.
Payroll Services for Colleyville, Flower Mound, Coppell, and Irving Includes:
- Timekeeping Records Verfication
- Payroll Software Setup
- Multi-State Tax Filings
- Update Employee Exemptions, Deductions, Insurance, and PTO
- Check or Direct Deposit Distribution
- Job Cost Time Tracking
- Geofencing for Time Tracking
- Provide Employee Paycheck Stubs
- Employee Records Confidentiality Compliance
- Payroll Policies & Procedures
- Process Contractor Payments
- Process 1099 Reports
- Payroll Tax Payments
- IRS Filings & Payments
Work with CFO Shield
Getting started is simple.
Take Our Simple Survey
Answer three simple questions on our survey to see if your organization is a good fit for CFO Shield!
Choose Services
Choose services a la carte or create a customized financial management solution for your organization.
Get Started!
You will love the time you’ll save by letting CFO Shield manage your financial services!
Download our free e-book, 3 Simple Ways to Improve Cash Flow.
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