CFO Insight

Traditional and Outsourced Accounting Solutions

The old cliche is true. We believe you should spend time working on your business and not in your business.

SME CPAs offers traditional and outsourced accounting services providing the experienced staff you need, to whatever degree you need it. From simple bookkeeping to detailed financial analysis, SME CPAs' team of experts can provide the CFO Insight you need to better manage your business. We become a member of your management team, actively engaged in the success of your company.

CFO Insight is conducted in phases

This is to ensure delivery of customized financial analysis and recommendations.

Assessment Phase

During the initial phase, we take a discovery approach to your business. We learn about your needs, processes and procedures and assess and identify where efficiencies can be created. We make recommendations based on this review.

Implementation Phase

In this phase, we begin project planning, prioritizing goals and taking action toward building your customized financial package.

Delivery Phase

Lastly, we implement technologies, using only the best solutions for your business. We provide CFO expertise to take your back office accounting to the next level. We create high level reports and customized dashboards so you can have the most up-to-date information to run your business.

Our team utilizes trusted, cloud-based solutions for real-time access and collaboration critical for timely business decisions.

A La Carte Services:

  • Installation & Review of Accounting Platforms & Systems
  • Accounting Process & Reporting Automation
  • Account Reconciliation & Financial Statement Preparation (Bookkeeping)
  • Payroll Services & Tax Compliance
  • Corporate & Individual Tax Planning & Preparation
  • Development of Financial Strategies
  • Cash Flow & Budgeting Assistance
  • Financial Forecasting & Projections
  • Benchmarking & Financial Analysis
  • QuickBooks Desktop and QBO Consulting & Training
  • Intuit Point of Sale Consulting & Training

"There's a better way to do it - find it." Thomas A. Edison

We believe CFO Insight IS that better way. Come find it at SME CPAs.

For more information contact Debbie Banks, dbanks@smecpa.com, 706-722-5337 ext. 326.