SERVICES

How We Help

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CFO | Controller | Staff Accountant | Bookkeeping

Our Promise To You

At the core of what we do is ensuring that you, as a business owner, have accurate and timely information so that you can make well-informed decisions. The way we see it, if you don’t better understand your business after working with us, we haven’t fully done our job. What we do for our clients goes well beyond providing accounting or bookkeeping services. Hiring Elite Financial Management is like having a CFO, Controller, Staff Accountant and Bookkeeper all working together in tandem. Our strength is handling the complexity and uncertainty that comes with managing your accounting processes and bringing clarity to the financial picture of your business. If you’re interested in learning more about us and what we offer please keep reading below.

CFO Level Services

A CFO performs the highest level of financial planning in an organization. Both an advisor to the CEO and a financial officer in his or her own right, a CFO handles big-picture, organizational aspects of the business such as financial strategy, short and long-term forecasting, budgeting, facilitating and interpreting financial reporting. For businesses without the financial ability to support a full-time CFO, we have the expertise and the resources to serve as CFO to help you as the business owner understand what factors you’ll need to consider when it comes to making well-informed decisions and guiding your company effectively. Our team of experienced professionals can handle it all.

Some of the CFO services we offer include:
  • Ongoing financial planning and analysis
  • Analysis of overall financial strengths and weaknesses
  • Preparing financial presentations for board or investors
  • Analysis of pricing and cost structures to improve margins
  • Benchmarking/KPIs
  • Analysis of M&A opportunities
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Controller Services

The responsibilities of a controller range from budgeting to cash flow management, to overseeing financial reporting. A controller is a more senior-level position than a staff accountant but less than a CFO. He or she will typically go one step beyond the actual collection of data and will manage that data collection process and interpret that information for the business owner. As Controller for your company, we’ll help manage your financial and accounting operations, providing you with greater visibility for the company.


Some of the controller services we offer include:

  • Cash flow forecasting
  • Financial oversight and reporting
  • Overseeing financial health of company
  • Managing financial data collection processes
  • Diagnosing budget deficiencies
  • Proposing solutions to problems
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Staff Accountant

Having a dedicated accountant is incredibly valuable. When it comes to knowing the regulations and laws that apply to your specific business, the expertise of a staff accountant is unquestionably helpful. But what if you can’t afford to hire someone full-time as your staff accountant? For businesses that don’t have the budget for a full-time accountant, Elite Financial Management can provide those very essential services for you. When you hire us, we’ll take ownership of the accounting-based processes in your business that need attention. We can help you by both guiding you in selecting an accounting platform and implementing our recommendations. At the end of the day, you have a business to run. Let us take care of the numbers so you can focus on the big picture.

 

Some of the staff accounting services we offer include:

  • Journal entries
  • Financial report generation
  • Bank reconciliation
  • Assisting with close processes
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Bookkeeping Services

Having a great bookkeeper ensures you are using real-time financial data to make smart, informed decisions about the direction of your company, allowing you as the business owner to make smart, informed decisions about the direction of your company. A bookkeeper will help with a variety of key financial procedures such as managing accounts payable and accounts receivable transactions. Regardless of your business type or needs, Elite Financial Management can help ensure smooth business operations without having to hire your own bookkeeper, allowing you to focus on guiding your business in the right direction with confidence.


Some of the main bookkeeping services we offer include:

  • Recording financial transactions
  • Creating Invoices
  • Maintaining and balancing accounts
  • Managing payroll
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Make the Smart Move.
Hire Elite Financial Management.

As a business owner, we understand that you have a lot on your plate. Let us take care of your business accounting processes so you can focus on building a valuable business. If you feel like you’re sailing a ship through the fog, let us help you navigate the waters so you can make decisions with confidence and clarity. Hire Elite Financial Management today to free up your time and energy to focus on growth and operational needs.

Testimonials

Very Helpful & Exceptionally Knowledgable

“I am so grateful that we found these guys. They have been a huge help in cleaning up our books and helping us grow our business. Also, they are very knowledgeable and are willing to explain things on a level I understand.”

– Justin Blair, Eldie inc.

Our Clients Love Them

“Brad, Ryan, and their team are invaluable assets to businesses that are growing or simply wanting to get a better grasp of their financial situation. We gladly refer Elite Financial Management to any of our clients that need the skills and services that an in-house CFO would provide, but do not have the need or the budget to hire one full-time.”

 – Andy Scheu, Time & Pay

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Contact Us

(423) 218-9870

accounting@elitefinancialmgmt.com