Your CFO & Accounting Team— Focused on Your Future
Our services
CFO Advisory
We make your numbers start working for you!
Traditional accounting firms view your business from the rearview mirror. At BlueRock CFO, we view your business through the windshield- focusing on your business growth. The idea is simple, large corporations have a Chief Financial Officer (CFO) whose job it is to track and guide business growth. We believe you should have a CFO to grow your business too- because a business that grows on guesswork doesn’t grow for long.
Owning and operating a business is hard work, and often lonesome. With BlueRock CFO in your corner, we serve as your guide to strategically grow your business. This is a game changer- and a weight lifted off your shoulders because you no longer need to carry the burden alone.
Here’s what we do:
Your Vison
We always start by listening to you- the business owner.
Your vision is the destination, setting the goals and overall direction the business will take.
As your CFO, we act as your GPS- guiding you to the desired destination with financial insight and strategic planning.
Our Analysis
We analyze your business financials, looking at key metrics that drive business health. Think of this step as getting your vehicle inspected by your trusted mechanic.
We present you with our findings on a simple scoreboard that visualizes your business health. No dizzying spreadsheets or complex reports, we review those so you don’t have to.
This establishes the foundation of your business’s health and lets us see which parts of the machine need adjusting.
Strategic Planning
Using our scoreboard, we identify the parts of your business that can be modified to improve the financial health of your business.
We focus on three targets:
Improving your cash flow.
Improving your profitability.
Aligning your financials with your vision.
We set actionable goals- together, so that you can lead your business and implement your vision with clarity and confidence.
Accounting Services
Need additional assistance? We’ve got you covered!
If your business is lacking the structure needed for accurate reporting and financial controls, we’re happy to get things organized.
Controller Services
We offer Controller Services that oversee accounting, reporting and financial systems, in addition to internal controls and process optimization. This is typically bundled with bookkeeping, but can be split out if you have internal bookkeeping that needs oversight and assistance.
Bookkeeping
We provide reliable, accurate and consistent financial tracking and administrative support. We make sure transactions are categorized correctly and accounts are reconciled monthly. This is generally bundled with controller services.
System Support
We provide system set-up, training and optimization for QuickBooks Online. This entails full system implementation, integration with supporting systems and training for staff.
“As a small business owner, staying on top of finances is crucial, and their team has made the entire process so much easier. Edgar is professional, detail-oriented, and always available to answer questions.”
— Colton, BlueRock CFO Client
