Our Services
CFO and Controller Services in Kansas City
Fractional CFO Services in Kansas City
CFO Services
Executive-Level Financial Leadership and Strategy to Increase Profitability & Promote Business Growth
Professional financial statements and reporting
We provide monthly financial reporting that focuses on Key Performance Indicators (KPIs), risk analysis, financial metrics, and trend analysis. This reporting provides clarity on business performance and financial health, and enables comparison against prior periods, industry benchmarks, and competitors–equipping you with the insights needed to make informed, strategic decisions.
Regular strategy meetings
We lead structured, results-driven strategy meetings focused on financial reports, budgets and forecasts, business health, and goal execution. Each session includes clear recommendations and actionable insights to keep your business aligned with its strategic objectives and positioned for growth. In-person or virtual.
Budgeting and forecasting
We build or guide budget processes by analyzing historical financial data, aligning with company goals, and collaborating with department leaders on planned projects, capital investments, and hiring needs. Forecasts are updated regularly with actual financial performance, and we meet consistently to ensure your business stays on track to achieve its revenue and profit targets.
Cash flow forecasting
We analyze fixed and variable expenses against expected revenue to strategically plan available cash for operations, expenditures, and investments. Through regular meetings, we adjust upcoming cash inflows and outflows based on the latest information and provide recommendations to maintain a healthy cash position and support business goals.
Expense analysis
We track expenses as a percentage of revenue and compare them to internal historical data and industry benchmarks to evaluate spending efficiency. Based on findings, we provide strategic recommendations—whether to reduce costs to improve profitability or increase targeted spending to support growth.
Gross profit analysis
We evaluate revenue streams, pricing strategies, and associated costs to measure the profitability of each product or service. This analysis supports informed decision-making around performance, risk management, and resource allocation—helping your company focus on what drives the strongest returns.
Financial modeling
We build structured, forward-looking financial models to support strategic decisions such as hiring, market expansion, or opening new locations. Our models help you evaluate growth scenarios, project financial outcomes, and plan for profitability—providing a clear roadmap to scale efficiently and confidently.
Hiring for financial departments
We support the recruitment of key financial roles by developing clear job descriptions, creating targeted interview questions, and participating in candidate interviews. Our guidance ensures you hire qualified professionals who align with your company’s financial goals and operational needs.
Financial controls & process audit
We conduct thorough audits of your monthly and yearly financial processes to identify potential weaknesses. We implement robust systems to ensure accuracy, including separation of duties, financial oversight, and cash management. Financial controls help prevent errors, fraud, and inefficiencies, safeguarding your business’s financial integrity.
Finance department review
We conduct a comprehensive analysis of your finance department to ensure roles are well-defined, tasks are clearly assigned, and employees’ strengths align with their roles. We also establish efficient procedures that promote role consistency, streamline operations, and reduce training time and costs.
Evaluate funding options
We assess your business’s unique needs to identify the most suitable funding sources and prepare the necessary financial documentation. Our team also facilitates meetings with financial institutions and investors to secure the capital required to support your growth and strategic goals.
Company board participation
We serve as a CFO board member, providing strategic financial guidance, or present financial performance insights to your existing board. Our expertise ensures informed decision-making and alignment between financial goals and overall business strategy.
Communication with CPA
We manage all communication with your CPA, including submitting financial information and providing year-end reports. We also handle any questions related to your company’s financials, ensuring a smooth and efficient relationship between your business and accounting professionals.
Clean-up of financials
We bring your books up to professional standards, making them ready for CPAs, lenders, and other stakeholders. Our process includes a thorough review and clean-up of your balance sheet, profit and loss statement, chart of accounts, and general ledger to ensure accuracy, clarity, and compliance.
Transition from cash to accrual accounting
We transition your business from cash to accrual accounting to provide a more accurate view of profitability and financial performance over time. This includes making necessary account adjustments and implementing systems that properly record revenue when earned and expenses when incurred, aligning your financials with GAAP standards and stakeholder expectations.
Accounting System Implementation
We ensure a smooth and accurate transition to new accounting software, whether implementing for the first time or correcting issues from a past ineffective setup. We work closely with your team to establish proper procedures, configure the system correctly, and implement effective month-end close processes—resulting in clear, reliable financials.
Financial Technology Implementation
We implement financial technology solutions that increase efficiency, reduce costs, eliminate errors, enhance reporting capabilities, and mitigate risk. Our approach ensures your systems are aligned with your business needs, fully integrated, and optimized for performance and scalability.
Mergers & Acquisitions
We support the full M&A process by providing business valuations, conducting financial due diligence, assessing deal value, and identifying integration risks. We assist CEOs in negotiations and deal structuring, and manage the seamless integration of financial systems to ensure long-term success post-transaction.
Fractional Controller Services in Kansas City
Controller Services
Understand Business Performance and Make Informed Financial Decisions
Oversee monthly close
We manage the monthly close process, finalizing and reviewing all financial activity to ensure accuracy and completeness in reporting. This includes reconciling accounts, recording transactions, making adjusting entries, and generating financial statements, providing a clear and accurate picture of your financial position.
Monthly top-level accounting review
We conduct a thorough review of your profit & loss statement and balance sheet to ensure consistency and accuracy. Additionally, we establish clear accounting procedures and checklists to prevent information loss, ensuring repeatability and consistency for current and future employees.
Management of accounting team
We provide ongoing leadership and oversight for your existing accounting staff through regular meetings and guidance. Our support ensures alignment with financial goals, improved accuracy, and consistent execution of accounting processes.
Year-end closes and tax filing preparation
We prepare your financials for year-end by verifying the accuracy and completeness of the profit & loss statement, balance sheet, accounts receivable, accounts payable, and 1099 vendor information. This ensures your business is fully ready for tax filing and meets all compliance requirements.
Regular dashboard reporting
We deliver regularly updated dashboards featuring the Key Performance Indicators most relevant to your business. These reports provide clear, real-time insights into financial and operational performance to support faster, data-driven decision-making.
Payroll systems review & journal entries
We ensure accurate integration between your payroll and accounting systems by verifying data flow and recording payroll journal entries in the correct periods. Our services include managing general ledger account mapping and maintaining accurate balance sheet PTO liabilities for clean, compliant financials.
Fractional Accounting Services in Kansas City
Accounting Services
Build the foundation for accurate reporting and a scalable financial structure
Categorize bank and Credit card transactions
We record all company financial transactions in your accounting system with accuracy and consistency. CFO-level oversight ensures each bank and credit card transaction is properly categorized, supporting reliable financial reporting and informed decision-making.
Reconcile general ledger accounts
We ensure the accuracy and completeness of your accounting records by reconciling general ledger accounts to third-party statements such as bank and credit card statements. This process identifies and resolves discrepancies, confirms transaction integrity, and maintains reliable financial data for reporting, compliance, and decision-making.
Record basic journal entries
We prepare and record standard journal entries to reflect routine financial activity and accounting adjustments such as accruals, depreciation, amortization, and reclassifications. This ensures accurate financial reporting that is compliant with accrual accounting principles.
Management of Accounts Payable
We oversee the bill pay process and AP aging reports, complete basic bill entry, and reconcile the AP ledger account. These services support financial accuracy, ensure that all transactions are properly recorded in line with accounting standards, and maintain liquidity by strategically timing payments.
Management of Accounts Receivable
We oversee the collections process and monitor AR aging reports to support cash flow management. We automate the invoicing process and reconcile the AR ledger account to maintain accurate financial records.
What Our Clients Are Saying
