CFO
Sources

Accounting Services

 

Three key success factors:

  • Choosing the right people
  • Choosing the right processes and policies 
  • And "Hands on" management


Growing businesses often reach a point where they need professional accounting and management advisers.  

CFO Sources helps businesses gain a competitive edge.


The Right People



CFO Sources is built around people that know both business and accounting.  All engagement managers have a minimum of 15 years of business and accounting experience.

 

CFO Sources accounting professionals are highly trained and experienced resources with a wealth of best practice expertise.

 

 

Accounting Services & Software Expertise

Accounting Functions                                    Software Experience

  • GL management including close                                       QuickBooks
  • AP processing                                                                Great Plains
  • AR processing including collections                                   Microsoft Dynamics
  • PO  tracking                                                                   FRX
  • Payroll and T&E processing                                              SAP
  • Intercompany accounting                                                NetSuite
  • Bonus and commission reporting                                     Peachtree
  • Treasury processing and reporting                                   Oracle
  • Fixed Assets management
  • Tax preparation
  • and more...

 

The Right Model



CFO Sources has two service models to choose from, Traditional and Remote.   These models enable business to leverage the experience of full time professionals and to receive the benefits of the best practices in the industry.  Our customers enjoy the benefits of having "big company" capabilities at fraction of the cost.

Two Service Models 

Both models are managed locally.

·   The Traditional service model utilizes your in-house accounting system.   Generally, our customers retain all their own data and accounting systems at the business location. 

·   The Remote service model utilizes our accounting systems (generally quickbooks enterprise).  A secure server houses an electronic filing cabinet where our clients records are stored and our clients have easy access to the financial reports and reocords.

Whether you choose Traditional or Remote, our service model utilizes technology to maximize efficiencies and effectiveness. 

Among several things that we do to safeguard information:

    1. VPN or PC remote access procedures (when requested) which ensures that all data never leaves the U.S. and is maintained and retained on your own business servers and computers.  

    2. Should data be requested to be stored remotely, our facility has 128-bit encrypted servers for storing data and has a paper-less office where accountants work on dual monitor computers.  

    3. Additionally, the access to our outsourcing facility is physically restricted to only authorized bookkeepers & accountants using biometric scanners.

    4. Signed Non-disclosure agreements with every accountant.

 

 
Hands-On Management  


Outsourcing has the disadvantage that accounting personnel are not always located on-site.   CFO Sources recognizes weakness and therefore takes extra measures to ensure that communication and information is properly exchanged.  This starts and ends with the engagement manager.  

The engagement manager is a local (Tampa Bay area) financial professional that meets face to face with the business team.  His job is more than just ensuring that the customer is happy.   He is also responsible for ensuring the overall quality of the engagement.  This includes working all the key players to properly processes, secure, document, and report financial information which helps business succeed. 

 

 

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