CFO and Assurance Services
When your small business starts to grow, the need for stronger controls in the financial management process increases. Outsourcing this important aspect to a contracted CFO allows you to stay focused on running a successful operation.
At CHS Wealth Management & CPAs, LLC, we enjoy helping entrepreneurs bridge the gap when increased growth necessitates hiring a CFO. We provide you the personal attention of a smaller firm and the experience and capabilities of the larger CPA companies.
Benefits of Hiring a Contracted CFO
For the company owner trying to keep up with increasing success, our firm formulates a strategic plan based on your unique needs and goals for profitability. Our dedicated team at CHS Wealth Management & CPAs, LLC provides small business accounting and payroll services to clients throughout the Capital District. We analyze your processes so we can recommend improvements that promote your long-term sustainability. As your contracted CFO, our firm offers ongoing financial management that includes but is not limited to the following services:
• Accounting Software Setup and Support
• Budget Preparation
• Comprehensive Financial Statements
• Cash Flow Optimization
• Payroll Services
One of the key features we offer when you enlist our firm for your CFO needs is providing assurance services. When demonstrating your compliance becomes necessary, we organize your statements, evaluate their validity, and ensure transparency.
Our Firm’s Unique Approach
We try to be a bit rebellious to the standard operating procedures of the accounting world. In an industry wrought with regulations, our team of specialists will look for divergent and innovative financial strategies within those laws, while upholding an unparalleled ethical standard.
You can trust that each staff member and specialist at CHS Wealth Management & CPAs, LLC remain communicative through every step. We pride ourselves on our responsiveness and incorporate the “hub and spoke” approach to each project, ensuring multiple minds are at work to help you achieve your vision for a successful business.
Education is another core value of our firm. We continually attend courses and seminars so our approach exceeds the latest in industry standards. Clients of our firm can expect us to impart our knowledge onto them so they have the tools to maintain proper controls beyond our collaboration.
Schedule Your Consultation Today!
At CHS Wealth Management & CPAs, LLC, we aren’t the typical CPA firm. Our dedicated professionals provide CFO and assurance services to growing small businesses throughout the Capital District Region. Contact our firm today to schedule a consultation.
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