Optimal CFO LLC
5.0
Optimal CFO LLC provides accounting, bookkeeping and CFO advisory services for small businesses and nonprofits.
About
Optimal CFO LLC provides controllership, accounting and bookkeeping services for small businesses and nonprofits. The firm supports financial reporting, budgets, forecasts, cash flow planning, month-end close, bookkeeping setup, grant and restricted-fund tracking, and preparation of documents for external firms.
It also offers CFO advisory services including financial reviews, analysis and consultation.
Services
Financial Reviews & Analysis
Regular review of financial data, statements, and reports with detailed analysis and month-end close support.
Budgets, Forecasts & Variance Analysis
Development of budgets, cash flow forecasts, and variance analyses to support planning and decision-making.
Bookkeeping Setup & Training
Setting up bookkeeping processes, invoices, bills, chart of accounts, and providing training to manage finances.
Grant & Restricted Gift Tracking
Tracking grants, restricted gifts, and financial aid for nonprofit clients.
Financial Reporting for External Parties
Preparing financial documents requested by external firms such as banks, auditors, and donors.
CFO Advisory & Controllership
Ongoing virtual CFO support to provide financial insight, strategy, and clarity for business decisions.
Reviews
