Finance and Accounting Services,

More than just bookkeeping.
But we do great bookkeeping too.

We aren’t some new age software platform promising you that our AI powered machines are going to pour rocket fuel on your profits.

We ARE trained accountants, analytical thinkers, technology gurus, operational experts, data geeks and seasoned business people. Trained to look beyond the debits and credits, past the P&L and balance sheet to help you achieve your goals.

We can provide a custom on-demand accounting services solution that fits your business and budget. Efficient, scalable and cost effective.


Tech Savvy CFO offers custom bookkeeping packages for small and up-and-coming businesses. Whether your business uses cash or accrual basis accounting we have a program designed just for you. Our Quick Start package consists of monthly coding of transactions, reconciliations of accounts and financial statement production. Need more? Tech Savvy CFO bookkeeping service can be customized to include:

  • Client invoicing
  • Collections
  • Vendor bill payment
  • 1099 contractor payments
  • Coding transactions to the proper GL account
  • Bank and CC reconciliations
  • Month-end close
  • Financial statements

Need it faster? We have options for everything from daily to monthly frequencies. 

Need new books set up or want to change software? No worries, we got you covered!

Take the pain out of payroll.

Did you know that the average business owner spends 5.2 hours per pay period completing payroll and taxes for their company. If you run payroll weekly that means you are spending over 260 hours just doing payroll. Those are hours that could be spent developing products, servicing customers or even getting away from the office and spending time with loved ones.

Tech Savvy CFO can handle all of your payroll needs. We use the latest technology to ensure that your employees are paid, taxes are filed and reporting is completed.

Need more than just payroll?

We can provide assistance with employee on-boarding, off-boarding and annual reviews.

Do you bill your clients for hours worked? Tech Savvy CFO can create a custom timekeeping and project billing solution that is easy to use and ensures you are billing clients appropriately.

Outsourced Accounting Department

Tech Savvy CFO offers our clients the option of completely outsourcing some or all of their accounting department to us. An outsourced accounting department provides you with the right resources for the right amounts of time at the right cost, all with defined roles and segregation of duties

Do you have a growing business that needs more than a bookkeeper? Have you thought about hiring a controller or CFO? We know that growing businesses have a lot of needs when it comes to their business accounting. Each package is completely customized to meet your business needs and budget. Some examples:

  • Accounts payable including invoice entry, bill payment and weekly reporting
  • Accounts receivable: invoicing, collections, cash application and weekly reporting
  • General ledger management including prepaids, fixed assets, depreciation and more
  • Sales tax reporting and compliance
  • Treasury management including bank covenant reporting
  • Budgeting, forecasting and financial analysis
  • KPI development and reporting 

Look Beyond the P&L

Tech Savvy CFO provides financial analysis to business owners way beyond the income statement and balance sheet. During a financial analysis process we will look at what drives your business and what contributes to your profitably. We will help you develop key performance indicators (KPIs) and design custom reports to show you how you are doing against those KPIs. Monitoring KPIs over time gives you a much more precise way to steer your business in the right direction. If financial statements were a map, financial analysis would be GPS navigation.

Tech Savvy CFO leads a culture of data driven decision making by leveraging technology and finance/data analysis professionals. These highly skilled professionals analyze historical information to unlock trends and patterns and to gain an understanding of the impact that past decisions have had. But, they don’t stop there—these trends and patterns serve as the foundation for predictive analytics. Finance services examples include:

  • Forecasting and variance analysis
  • Operational efficiency models
  • Custom KPI dashboards
  • Department, product or service level analysis
  • ROI analysis
  • Financial modeling

Your Business Will Benefit from Having a CFO

Your Tech Savvy CFO will become someone you can trust to deliver sound advice about moving your business forward, whether you’re navigating funding or figuring out what your business (or the business you want to acquire) is worth.

An outsourced CFO is available as-needed, part-time, or full-time for a defined period. They are often called upon to elevate a company’s financial strategy by implementing advanced forecasts or systems, help a company overcome a financial challenge such as cash flow issues or unsustainable growth, get through an event such as an audit or capital raise, or to help achieve a goal such as preparing for a strategic exit or an IPO.

Your Tech Savvy CFO has decades of experience in dozens and industries.