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Working with Xcel CFO and Accounting Solutions will feel like you’ve brought on an interim part-time chief financial officer (aka fractional CFO) plus a part-time accountant and payroll specialist to your team. With these services, you will secure the expert trusted advisor guidance you need to grow your business more affordably than if you were to hire new employees for these roles.

The benefits of working with Xcel CFO and Accounting Solutions are:

View our Pricing

CFO and Accounting Consultant 
Services for Established Businesses:

  • Business financial analysis and reviews
    • Documentation of strengths, weaknesses, opportunities, and threats (SWOT)
  • Business planning and forecasting (short and long term)
  • Identification and development of key performance indicators (KPIs)
  • Development of executive dashboards and ratio analysis
  • Growth evaluation and development
  • Determination of optimal capital structure
  • Company valuation for internal use
  • Treasury management
  • Establishment and review of banking and broker relationships
  • Strategic planning, forecasting, and budgeting
  • Support for process improvement
  • Training for key staff on how to utilize financial reports
  • Succession planning
  • Prepare books for potential IPOs, expansions, or acquisitions

Accounting Services for All 
Business Phases:

  • Bank reconciliation
  • Financial reporting:
    • Income statements
    • Balance sheets
  • General ledger (G/L) allocation cleanup
  • Budget preparation and monitoring
  • Cash management and cash flow forecasting
  • Profitability analysis by service or product line (aka product costing and margin analysis)
  • Trend analysis and strategic planning
  • Assistance in negotiating and obtaining financing from banks
  • Banking, treasury, and debt management, including compliance with debt covenants
  • Support for upgrades, implementation, and integration of accounting systems
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Support for compliance with local, state, and federal requirements
  • Board reporting for private equity and venture-capital-owned companies

Bookkeeping:

  • Accounting software setup, training, and support
  • Accounts receivable
  • Accounts payable
  • Payroll

Business Start-up Assistance:

  • New business formation
  • Draft investment summaries
  • Financial planning
  • Set up payroll and payment distribution activities
  • Set up state tax accounts
  • Help secure city and state business licenses
  • Help get insurances:
    • Workers’ comp
    • Director liability
  • Establish business accounting procedures and internal controls to ensure timeliness and accuracy of all financial reporting
  • Help interviewing, hiring, and training an onsite bookkeeper (if needed)
Our accounting expertise and extensive business financial administration 
skills will help you make the most of your business.
Request an Initial Consultation

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