Did you know that your business is trying to tell you a story? You may not have noticed it because it is often hidden in the numbers of your balance sheet. But it is there waiting to be discovered as long as you know where to look. Most business owners, however, don’t go into business to spend their time looking at balance sheets and interpreting numbers. Instead, they see bookkeeping as a compliance obligation for filing their taxes. But accurate bookkeeping is vital for the health of your business. That is where having a dedicated virtual CFO, or chief financial officer, can come to the rescue.
A virtual CFO, or chief financial officer, is a financial professional who is dedicated to your business and handles all your bookkeeping remotely. No need to try and learn a new software program or try to find money in your budget to hire a full-time employee. There are several benefits of a virtual CFO. They can handle the day-to-day bookkeeping that is required for your business from their own office, saving you time and money. They can keep up with your records, invoice customers, write checks to vendors or make other necessary payments, and keep up with local, state, and federal requirements for your business.
With the rise in remote work and virtual services offerings, remote bookkeepers are a dime a dozen. All it takes is a quick internet search for “best virtual CFO services” to bring up thousands of results. Working with a virtual CFO does not limit you to your geographic area. Because the service is provided remotely, you can hire a financial professional who will be the exact right fit for your business no matter where you are located.
How different would your business feel if you had a dedicated team of financial professionals reading the story your business was telling? Bookkeeping is just one piece of the financial puzzle for your business. We embrace a holistic philosophy and approach to your business’s finances. This allows us to see the full financial picture and create strategies you need to move your business further and faster towards its ultimate potential. We look beyond the net result of your balance sheet and help set your business up for success through careful tax preparation and planning. This allows you to make the most of the U.S Tax Code.
While some bookkeeping services stop there, ours do not. What sets us apart is our commitment to your individual goals. Financial planning takes strategy and know-how. When you trust your business finances to The Clem Collaborative, we take the time to understand you and your financial goals and make sure your investment decisions are aligned with them.
We devise strategies that allow you to move forward – further and faster – towards your financial goals and true wealth creation. Our promise to you is that you will be treated as if you were our only client – from making sure we use every bit of our tax knowledge to maximize your refund or minimize your balance due, to crafting individualized strategies to help you reach your goals, to returning phone calls and answering emails in a timely manner.
We know that all successful partnerships begin with shared respect, and we continually strive to be deserving of the respect you give us, and the trust you place in us. Our head bookkeeper Bill brings a wealth of knowledge he uses to help his clients. He also creates individual bookkeeping systems that work for your business. We offer our clients a safe and secure client portal that enables you to have consistent access to our progress so you can have peace of mind.