Solid Gold CFO (Accounting and Advisory)

Serves Boulder, CO

35244

Hired 5 times

1 employee

15 years in business

$175/hour

5.0

This pro accepts payments via Credit card, Venmo, and Zelle.

Next Service

Hours

Sun Closed

Mon 9:00 am - 5:00 pm

Tues 9:00 am - 5:00 pm

Wed 9:00 am - 5:00 pm

Thurs 9:00 am - 5:00 pm

Fri 9:00 am - 5:00 pm

Sat Closed

Introduction

As a Fractional CFO, I provide both bookkeeping as well as higher level technical accounting and budgeting services. I am efficient at setting up and cleaning up books as well. I scale my time and services up or down to meet your unique business needs. In all cases, I’m there to create efficient, stress-free accounting solutions that will help you manage your business!

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

My fee will never be more than what is listed. For light bookkeeping only, I can adjust that price downwards.

What is your typical process for working with a new customer?

I like to have an initial meeting where we get to know each other, learn what your accounting and tax needs are and set expectations for the work.

What education and/or training do you have that relates to your work?

I hold a Masters in Business from Michigan State University, and was a CPA for 10 years. I have worked in New York, London, New Orleans and Denver in industry as a Financial Controller, CFO and Internal Auditor.

What types of customers have you worked with?

I have worked with the following industries and professions: tech, bio-tech, manufacturing, advertising, clinical research, entertainment and with physicians, general contractors and other service providers.

Describe a recent project you are fond of. How long did it take?

So proud is my work with a Boulder based manufacturer. We took books that were behind and overly complex and turned them into a easy to understand and update financials. My greatest source of pride was being able to train a young (student) accountant from a basic understanding of debits and credits into a financial controller who can run the day to day operations!

What advice would you give a customer looking to hire a provider in your area of work?

Understand the various types and levels of accountants: Bookkeepers and Controllers are responsible for the “past”…. As in reporting your historical numbers. Bookkeepers will report things at the individual transaction level; financial controllers then take the work from that stage into a full financial profit and loss balance sheet and other reporting you may need. They may also be skilled at assisting you with health benefits, insurance and other operational needs. CFOs are responsible for the “future” of the business. They will oversee the work of financial controllers, accountants and bookkeepers but their primary focus is to assist you with budgeting, forecasting, cash flow and strategic guidance. They will also assist you with coordinating the outside preparation of your tax returns. Tax CPAs and preparers - their primary responsibility and focuses on preparation of federal and state tax returns and occasionally will take on sales tax and payroll taxes for you. Although some offer additional services at their firms, most are not in the business of being your financial business advisor or bookkeeper.