Your Outsourced CFO for Financial Statement Preparation

Expert preparation of financial statements for private and public companies, backed by comprehensive outsourced CFO services and strategic guidance. Proficient in SEC filings — Form S-1, 10-K, 10-Q, Reg A, and Reg CF — and experienced in working directly with auditors to ensure compliance and accuracy.

Trusted Since 2000 · 26+ Years of Excellence · 150+ Clients Served

Comprehensive Financial Solutions

From strategic CFO services to specialized compliance work, Total CFO provides end-to-end financial solutions. With over 26 years of combined experience, we've helped hundreds of companies navigate complex financial challenges.

• Outsourced CFO Services

  Expert financial statement preparation is at the heart of our outsourced CFO services. We prepare accurate, audit-ready financial statements for private and public companies, along with financial leadership, cash flow forecasting, investor reporting, budgeting, and strategic planning tailored to your business.

• Reviewed Financials for Reg CF

  Comprehensive financial statement reviews for Regulation Crowdfunding compliance. Proficient in all SEC filing requirements including Form S-1, 10-K, 10-Q, Reg A, and Reg CF submissions. We ensure your filings are accurate, timely, and meet all regulatory standards.

• Valuation & Derivatives

  Professional business valuations for M&A, compliance, and strategic planning. Expert preparation of complex derivatives footnote disclosures for financial statements and regulatory filings, ensuring accuracy and compliance.

• Financial Reporting & Analysis

  Monthly management reporting, board-ready financial statements, and insightful analysis. We work hand-in-hand with your auditors to streamline the audit process, ensure compliance, and deliver financial data that drives strategic decisions and investor confidence.

• Bookkeeping & Accounting

  End-to-end accounting support from daily bookkeeping to month-end close. We ensure your financial records are accurate, compliant, and audit-ready while you focus on growing your business.

• Cash Flow & Debt Management

  Optimize cash flow, manage working capital, and restructure debt to improve financial stability. Expert credit card processing setup and payment optimization to maximize your resources.

• Secure Data Storage

  As an affiliate partner with CorpCommand, we offer enterprise-grade data storage solutions to keep your financial records, documents, and sensitive business data secure, organized, and easily accessible.

• Annual Business Check-Up

  Our proprietary scoring system provides a comprehensive annual review of your business's financial health. Identify strengths, uncover risks, and receive actionable recommendations to keep your company on track for sustained growth and profitability.

• Insurance Review

  Comprehensive insurance program review covering Property & Casualty, Directors & Officers (D&O), Errors & Omissions (E&O), Health, and more. We evaluate your current coverage, identify gaps, and ensure your business is properly protected against risk.

Bookkeeping Services

Maintaining accurate financial records is essential for business compliance and success. At Total CFO, we deliver convenient, reliable, and cost-effective bookkeeping solutions through experienced professionals who manage every aspect of your financial record-keeping.

• Initial Setup

  We handle the complete initial setup, including Chart of Accounts, vendor and customer configurations, business segments, recurring templates, and seamless integration of accounting software with essential add-on modules.

• Accounts Payable Management

  Streamlined management of vendor bills and payments, ensuring every transaction is processed timely and accurately.

• Accounts Receivable Management

  Professional handling of customer invoices and collections, maintaining healthy cash flow for your business.

• Bank Reconciliations

  Systematic reconciliation of current and credit card accounts, ensuring precision and accuracy in your financial statements.

• Inventory Management

  Comprehensive inventory tracking, valuation, and reconciliation fully integrated with your accounting systems for optimal accuracy.

• Payroll Recording and Reconciliation

  Accurate recording and reconciliation of payroll transactions, ensuring all entries align perfectly with bank deposits.

• Electronic Document Management

  Efficient organization and management of electronic documents to optimize your bookkeeping processes and accessibility.

• Revenue Reconciliation

  Precise reconciliation of revenue with bank deposits, ensuring every dollar of income is properly recorded and accounted for.

• Expenses Management

  Meticulous tracking and categorization of all business expenses, implementing strategic cost reduction while maintaining full compliance with your company's policies.

• Accounting Software Solutions

  We utilize industry-leading accounting platforms including Tally, BUSY, and Zoho to deliver efficient, streamlined bookkeeping processes.

Accounting Services

We understand that accounting forms the backbone of any business, providing the essential foundation for financial stability and growth. Our comprehensive accounting services are tailored to meet the unique needs of businesses, whether small, medium, or large.

• Financial Reporting and Analysis

  Preparation of comprehensive financial reports including Income Statements, Balance Sheets, and Cash Flow Statements that empower informed decision-making and strategic planning.

• Accounts Payable (AP) and Accounts Receivable (AR) Management

  Complete management of AP and AR operations, including Purchase to Pay (P2P), Order to Cash (O2C), and Record to Report (R2R) services for seamless financial operations.

• Job Costing

  Precise tracking of expenses and revenues by job, including setup, cost allocation, invoicing, and comprehensive reporting to help you identify profitable areas and enhance bidding accuracy.

• Transition Services

  Professional assistance in transitioning between software platforms, ensuring data integrity and smooth migration, including seamless movement between Tally and Zoho Books.

• Consolidation of Financial Statements

  Expert consolidation of financial statements for group businesses, delivering a clear and cohesive financial overview across your organization.

• Cash Flow Management

  Strategic budgeting, forecasting, and cash flow management to ensure your business maintains optimal financial health and liquidity.

• Payroll Processing

  Timely and accurate payroll processing, including complete reconciliation of payroll transactions and full compliance with all statutory requirements.

• Tax Planning and Compliance

  Expert tax planning services designed to optimize tax liabilities and improve your bottom line. We ensure complete compliance with all applicable tax laws and regulations, minimizing the risk of penalties and audits.

• General Ledger Maintenance

  Meticulous recording of all financial transactions in your general ledger, ensuring your books remain current, accurate, and audit-ready at all times.

• Audit Support and Preparation

  Comprehensive preparation of your financial records for audits, ensuring everything is properly organized and compliant with accounting standards. We collaborate closely with auditors to facilitate a streamlined and efficient audit process.

About Us

Trusted Partner Since 2000 — Building lasting relationships through integrity, expertise, and results.

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Contact Us

Ready to strengthen your financial foundation? Contact us today for a consultation. Our experienced outsourced CFO team is ready to help with financial statement preparation, SEC filings, bookkeeping, and strategic financial guidance.