Tech Savvy CFO
Cary
Cary
Tech Savvy CFO provides outsourced, full-service accounting, payroll and financial analysis. We aim to provide any part of the finances branch of the org chart, from CFO to controller all the way down to the accounting clerks. We provide a custom solution for our clients that fits for their business and their budget.
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What kind of accounting services do you provide?
Tech Savvy CFO provides full cycle accounting, payroll, sales tax and reporting. We work with customers on either cash or accrual basis.
Why is it so important for businesses to hire a great accountant?
A great accounting and finance partner does more than just code your transactions and keep your books compliant. A partnership with Tech Savvy CFO means you have a cost effective and scalable team that can adapt quickly as your business changes. A partner that can help standardize, simplify and automate your business routines to save you time and money. A Partner that can help drive accurate and timely data driven decision making. No more waiting until the end of the month for your financials to be updated and sent.
What do you love most about your job?
One of the things we love most is helping businesses grow and protect their bottom line. Financial stress can cause so much frustration for business owners, their families and their employees. Tech Savvy CFO takes the stress out of the business finances and helps owners stay on track as they drive towards their financial goals.
What inspired you to start your own business?
As the founder of Tech Savvy CFO I have spent nearly two decades working for businesses of all shapes and sizes. A few of them were even my own. I have seen first hand what a Great Accounting and Finance team can due to drive business success. I also know that most small businesses cant afford to hire all of the talent that a great finance and accounting team needs. That is why I created Tech Savvy CFO. I wanted business owners to be able to buy a small piece of a great team.
Bookkeeping
Tech Savvy CFO offers bookkeeping services for small businesses using Quickbooks Online or Zoho Books. Our packages can range from a simple monthly package that includes:
- Coding transactions to the proper GL account
- Bank and CC reconciliations
- Month End Close
- Financial Statements
Need more? Check out our Outsourced Accounting Services.
Outsourced Accounting Department
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. That is why we created a fully outsourced and scalable finance and accounting option for our clients.
- Accounts Payable including invoice entry, bill pay and weekly reporting.
- Accounts Receivable Invoicing, collections, cash application and weekly reporting.
- General Ledger Management including prepaids, fixed assets, depreciation and more.
- Payroll with direct deposit and all tax filings
- Travel and Expense management
- Sales Tax reporting and compliance
- Treasury management including Bank Covenant reporting.
- Budgeting, Forecasting and Financial Analysis
- KPI Development and reporting
Each package is completely customized to meet your business needs and budget.
Payroll Services
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.
Payroll services can be added on to any Tech ​Savvy CFO bookkeeping or outsourced accounting department plan.
Finance
A CFO does more than lead great accounting departments. CFO's are forward thinking business leaders that work directly with the other Chief Executives to help achieve the strategic vision of the company.
A Tech Savvy CFO leads a culture of data driven decision making by leveraging technology and Finance and Data Analysis professionals. These highly skilled professionals analyze historical information to unlock trends and patterns and to gain an understanding 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 include:
- Forecasting and variance analysis
- Operational efficiency models
- KPI development specific to your business
- Custom KPI dashboards
- Department, Product or service level analysis
- ROI analysis
- Financial Modeling.
Happy with your current accounting team but need more Financial Analysis? Tech Savvy CFO can provide custom Financial Analysis as a stand alone service offering. We will work with your current accounting and operations teams to unlock the data and help drive future decisions.
