“Do not try to do everything. Do one thing well.”
Our sole mission is to provide quality outsourced accounting and CFO services to give our clients the freedom to run their business with financial data that allows them to make informed decisions. Under our CFO umbrella, there are many services that you can choose from. Depending on your company’s stage (start-up, expanding, downsizing, etc.), size, existing accounting department or lack thereof, many options exist for you. We offer both continuous ongoing and project based services. Below are brief descriptions to assist you in determining which level of service you need.
Outsourced Chief Financial Officer
Platinum CFO assumes the role of your Chief Financial Officer onsite or virtual. This can entail a timely review on your set schedule of internally prepared financial data by your accounting department or controller, or we assume the role and prepare the information for you. The beauty of the service is that we can perform oversight of your financial data prepared by your personnel, or we can be your Chief Financial Officer and perform all responsibilities. We can perform this service as frequently as you need. We offer this service on a continuous basis or on a set schedule defined by you, such as monthly, quarterly, twice per year or annually. Our outsourced chief financial officer services include, but are not limited to, the following:
This service is tailored both for clients, who do have an accounting department or bookkeeper, and need higher level assistance, or need a controller, but do not require a chief financial officer. We can assist your staff with high-level financial questions regarding reporting and daily operations, or we can perform the daily operations for you. Whether we are your controller or assisting your accounting department/bookkeeper, you are guaranteed a high-level fresh set of eyes reviewing and preparing your financial records. Your time is valuable and should be utilized to run your business. Allow us to give you the time and freedom you need while we assume your accounting responsibilities. Our outsourced controller services include, but are not limited to, the following:
“Having Platinum CFO as a partner allows me to focus on the operations of our seven large commercial properties instead of being bogged down with the extensive accounting. Sharon is extremely bright and proactive. She has allowed me the freedom to focus on maintaining the viability of the properties for our investors. On a scale of 1-5 Platinum CFO receives a 20 from me.”
–George Christopher Jr., CPA, JD, Managing Partner, Lakewood Investment Group Limited Partnership
Outsourced Accountants and Bookkeepers
If you have the need for an accounting professional or bookkeeper on part-time or interim basis, Platinum CFO is your solution. Our team is available to assist you, as needed, for all of your daily requirements. If you need us onsite or virtual, we can set a schedule with you to make sure that all requirements and filings are on time and correct. You set the timetable and level of service, and we do the rest. Our outsourced accounting and bookkeeping services include, but are not limited to, the following:
At times all businesses have special projects that must be completed efficiently and correctly. When you do not have the available staff or level of expertise required, let us help you. We will meet with you, determine the assistance you need and complete the project for your review. At Platinum CFO, we have the industry experience and accounting knowledge you need to tackle any project. Our special project services include, but are not limited to, the following:
Do You Have Questions?
Services can fall within multiple levels of expertise. It can depend on the size of your company, the frequency of the service and whether the service is ongoing or a special project. Still not sure? No problem, we are only a phone call or email away from helping you make the right decision.