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

  Audit-ready financial statement preparation for private and public companies. We work alongside your auditors and management team to ensure compliance, accuracy, and timely delivery — including cash flow forecasting and investor reporting.

• Reviewed Financials for Reg CF

  Expert preparation and review of financial statements for Regulation Crowdfunding (Reg CF) offerings. We help companies meet SEC requirements for investor disclosures — including Form S-1, 10-K, 10-Q, Reg A, and Reg CF — with accuracy and efficiency.

• Valuation & Derivatives Footnotes

  Professional business valuations for M&A transactions and complex derivatives footnote disclosures. Our expertise covers warrants, convertible notes, and other complex financial instruments requiring precise valuation and reporting.

• Secure Data Storage

  Enterprise-grade secure data storage solutions through our affiliate partner CorpCommand. Protect sensitive financial records, client data, and business documents with industry-leading security and compliance standards.

• Annual Business Check-Up

  Our proprietary financial health scoring system provides a comprehensive annual review of your business. Identify risks, opportunities, and areas for improvement across all key financial metrics and operational indicators.

• Insurance Review

  Comprehensive insurance coverage evaluation across Property & Casualty (P&C), Directors & Officers (D&O), Errors & Omissions (E&O), and Health insurance to ensure your business is adequately protected.

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

  Chart of Accounts configuration, vendor and customer setup, business segments, recurring templates, and accounting software integration tailored to your business needs.

• Accounts Payable & Receivable

  Streamlined management of vendor bills, payment processing, customer invoicing, and collections to optimize working capital and cash flow.

• Bank Reconciliations

  Systematic reconciliation of current and credit card accounts to ensure books match bank statements and catch discrepancies early.

• Inventory Management

  Comprehensive inventory tracking, valuation, and reconciliation fully integrated with your accounting systems for accurate cost-of-goods reporting.

• Payroll Recording

  Accurate payroll journal entry recording and reconciliation that aligns with bank deposits and payroll provider reports, ensuring compliance and auditability.

• Electronic Document Management

  Efficient digital organization of financial documents, receipts, and records to optimize bookkeeping workflows and simplify audit preparation.

• Revenue & Expense Management

  Precise reconciliation of all income streams and strategic expense tracking to identify cost reduction opportunities and improve profitability.

• Software Solutions

  Expert implementation and support for leading accounting platforms including Tally, BUSY, and Zoho Books to streamline your financial operations.

• Monthly Financial Reporting

  Timely preparation of monthly financial summaries, management reports, and performance dashboards to keep leadership informed and decision-ready.

• Year-End Close Support

  Comprehensive year-end closing procedures to ensure books are audit-ready, tax-compliant, and accurately reflect the full fiscal year's activity.

Accounting Services

We understand that accounting forms the backbone of any business. Our comprehensive accounting services are tailored to meet the unique needs of businesses — whether small, medium, or large — ensuring compliance, accuracy, and strategic financial insight.

• Financial Reporting & Analysis

  Preparation of Income Statements, Balance Sheets, and Cash Flow Statements with in-depth analysis to support strategic decision-making and investor communications.

• Purchase-to-Pay (P2P)

  End-to-end management of the procurement and payables cycle, from purchase order creation through vendor payment, ensuring accuracy and policy compliance.

• Order-to-Cash (O2C)

  Complete management of the revenue cycle from customer order through cash collection, optimizing working capital and reducing Days Sales Outstanding (DSO).

• Record-to-Report (R2R)

  Systematic data collection, processing, and delivery of financial information to management and stakeholders through standardized reporting cycles.

• Job Costing

  Detailed tracking of expenses and revenues by project or job, with accurate cost allocation and job profitability analysis to improve bidding accuracy and margin control.

• Software Migration & Transition

  Seamless accounting platform migrations — such as Tally to Zoho Books — with full data integrity checks, staff training, and parallel-run validation.

• Financial Statement Consolidation

  Expert consolidation of financial statements for group businesses and multi-entity organizations, including intercompany elimination and minority interest calculations.

• Tax Planning & Compliance

  Strategic tax planning to optimize liabilities and ensure compliance with federal, state, and local tax regulations, minimizing risk and maximizing after-tax earnings.

• Audit Support

  Audit-ready record organization and direct collaboration with external auditors to facilitate smooth, efficient audit processes and resolve queries promptly.

• Payroll Processing

  Accurate and timely payroll processing and tax filing, ensuring employees are paid correctly and on schedule while maintaining full regulatory compliance.

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.