Propel CFO
15720 Brixham Hill Avenue, Charlotte, NC, USA
(2)
15720 Brixham Hill Avenue, Charlotte, NC, USA
(2)
Propel CFO is a CPA-led consulting and advisory firm that provides strategic financial, accounting and tax advisory services to CEOs and business owners. Our objective is to become a trusted resource and partner, bringing clarity to the numbers and unlocking new potential that will help you increase profitability and operate more efficiently.
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2 customer reviews
Addy Kapur
Nik has helped me with accounting and taxes for many years now. Nik is a thorough professional with deep knowledge of taxation. He is proactive with his tax saving recommendations and has saved me a lot! Nik is always on time and if he commits to a date, he will keep that promise. I am fortunate to be advised with someone with such wealth of experience. More...
Chris Granelli
I had the pleasure working with Nik through several tax seasons - he took the time to understand my businesses and my needs. ..and the methods to my madness. and he was responsive and professional, always. More...
What kind of accounting services do you provide?
Propel CFO is a CPA-led accounting and advisory firm that provides strategic financial, accounting and tax advisory services to CEOs and business owners. Our objective is to become a trusted resource and partner, bringing clarity to the numbers and unlocking new potential that will help you increase profitability and operate more efficiently.
Why is it so important for businesses to hire a great accountant?
A savvy accountant can help your small business succeed by giving you insights into the overall financial health of your company, offering a precise report of your cash flow, demonstrating opportunities for growth and keeping you organized and accurate when filing your taxes.
What do you love most about your job?
It is always changing — always evolving — and I get front row seats watching the process of a simple idea grow into a nationwide business. Every day is different, and it is a constant adventure. I love my job!
What inspired you to start your own business?
I launched Propel CFO because of my desire to make a difference. I wanted to work with others to help move them their businesses forward in profound ways. Like many business owners, I've always had dreams of working for myself. After spending 15 years working for national, regional and local public accounting firms, I noticed an opportunity to provide finance, accounting and tax services to growing small and middle market businesses all under one roof.
Why should our clients choose you?
We are a full-service solution that assists with all areas of your accounting. Whether it is tax, payroll, CFO advisory or bookkeeping - we’ve got you covered! No lengthy contracts or agreements! Month to month engagements that best fit your growing business.
Can you provide your services online or remotely? If so, please add details.
Yes, all of our services will be provided online/remotely.
What changes have you made to keep your customers safe from Covid-19?
This does not apply as Propel CFO has a fully virtual service offering.
Bookkeeping
At the end of each month, Propel CFO will deliver accurate, up-to-date financials. Your income statement, balance sheet, and visual reports provide the data you need to grow your business.
Take everyday bookkeeping tasks off your to-do list with the help of Propel CFO. Rely on your Propel CFO to accurately categorize transactions and reconcile your accounts. We will make sure your books are accurately closed each month so you’re ready for tax time.
Tax Preparation & Consulting
Our Tax Preparation and Consultant Services team helps shoulder your burden of tax return compliance while assisting with projections, planning, and overall reduction of tax liabilities.
CFO Advisory Services
Businesses of all sizes can benefit by working with a CFO. Our fractional CFO services include a dedicated CFO who will understand the ins and outs of your business. We offer scalable solutions for one time projects or on an ongoing basis. Here are some of the ways we help our clients:
Cash Flow Optimization
Key Performance Indicators
Growth Strategy
Profitability Analysis
Pricing and Cost Analysis
