Advisory CFO Services

Strategic Business Planning

Financial Analysis & Forecasting

Advisory & CFO Services

Small Business Accounting

Transform your business with strategic business coaching

Your trusted Texas firm

Transform your business with strategic business planning

Your trusted Texas firm

Strategic Advisory and CFO Services

Let’s rediscover (together) the power of having the right information at your fingertips.

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

Our virtual CFO and advisory services can provide the financial leadership you need.

Better financial management & planning

Gain visibility and understanding of your cash flow so you can make better financial decisions for your business. With our financial analysis and forecasting, you'll...

  • Be informed for long-range planning based on actual data

  • Get proactive preparation and monitoring of your budget

  • Receive customized strategies for better cash management

  • Free up resources for growth, investment, and retirement funding

Streamlined accounting operations

Get the insights into your business you've always wanted. Our dedicated team analyzes your financial data to help you understand what the numbers are saying. We'll...

  • Track the operating costs, sales, and profits of your business

  • Prepare monthly, quarterly, and annual reports

  • Identify specific areas that need attention to keep your business profiting

  • Provide strategies for minimizing tax liability with tax compliance

Expert advising on every aspect of your business

You don't have to run your business alone. Let us help you make the right decisions. Our CFO services guarantee that we'll oversee...

  • All financial aspects of your business

  • Your company's financial positioning

  • Operational improvements and business growth

  • Monthly guidance on cash flow issues, loan structures, and profitability

No more bookkeeping exhaustion and financial guesswork

Books take a lot of time and expertise, but they need to be updated regularly so you can make informed decisions. With our bookkeeping and accounting services, you get...

  • QuickBooks Online accounting plans on a monthly, quarterly, and annual basis

  • Setup and cleanup of QuickBooks Online files

  • Staff training for effective use of QuickBooks Online

  • QuickBooks Online Payroll setup help

TAX REDUCTION PLANNING

With our flagship service, you'll...

  • Save money and accelerate growth

  • Get proactive analysis for comprehensive results

  • Receive customized strategies for decreased tax liability

  • Free up resources for growth, investment, and retirement funding

OUTSOURCED CFO SERVICES

We'll oversee...

  • All financial and tax-related aspects of your business

  • Offer insight on how to increase the company's financial position

  • Help you improve operational results

  • Facilitate profitable growth

  • Give monthly guidance on cash flow issues, loan structures, and profitability

INCOME TAX PREPARATION

You'll get...

  • Specialization in complex income tax returns

  • Over 20 years of tax preparation expertise

  • Meticulous preparation of corporate, partnership, and individual tax returns

  • Strategies for minimizing tax liability with tax compliance

ACCOUNTING FOR SMALL AND MEDIUM BUSINESSES

We handle your business finances, so you can focus on serving your clients. Our services include...

  • QuickBooks Online accounting plans on a monthly, quarterly, and annual basis.

  • Setup and cleanup of QuickBooks Online files

  • Staff training for effective use of QuickBooks Online

  • QuickBooks Online Payroll setup help

We take the guesswork out of the equation – and we excel at what we do. Online accounting plans on a monthly, quarterly, and annual basis.

At Chaumont CPA Firm LLC, you'll get the benefits of a CFO

without the hefty price tag.

Our virtual CFO and advisory services provide you valuable financial advice at a fraction of the cost -- a perfect bridge for this stage of your company's growth.

You can expect....

Peace of mind knowing an expert is on your team overseeing and protecting the financial side of your business.

Financial analysis & projection so you can get where you want to go.

More time to focus on your business's growth – developing new services, attracting new customers, and dealing with other core business issues.

Support for long-range planning and business goals.

To be equipped to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.

Better cash management.

Expert guidance through tough business decisions and business planning.

Authoritative representation with bankers, attorneys, vendors, etc.

Guidance on budget preparation and monitoring.

Review and negotiation of everything from insurance policies to financing options and rates.

Developed procedures for accounting with manuals.

In-depth analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities

Profitability analysis per type of products and service lines.

Testimonials

“We handle a lot of client’s money – sometimes tens of millions of dollars. Knowing that you are accounting for it on a weekly basis helps me sleep at night."


- Kevin Caiaccio, owner of The Caiaccio Law Firm, LLC

“When you guys first came, I was overwhelmed administratively. Things were chaotic. You guys came in with a game plan. It was a breath of fresh air.”

- Roy Smith, owner of RAS Asphalt

More financial support = Better business decisions

Ready to transform your business with expert advising services?

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