CFO Oncall offers a wide range of services to our individual and business clients. Our clients get personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. Also, clients may log in below to access and download their important files anytime from anywhere. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Provided by TrueShare

(Click Service Title For Details)

  • Outsourced CFO/Controller Services
  • SEC Reporting and Compliance
  • Management Advisory Services and Consulting
  • Financial Audit Assistance
  • Financial Process Solutions
  • Financial Forecasts and Projections
  • Financial Statements
  • Cash Flow and Budgeting Analysis
  • Accounting Services
  • Other Services
  • Accounting Software Selection and Implementation
  • Consulting Services

    Outsourced CFO/Controller Services
    We realize that there are many successful companies that either cannot efficiently, or choose not to, maintain a full internal accounting department or have an accounting department that may not be providing critical financial information on a timely basis. For these reasons, CFO Oncall specializes in providing extensive accounting services that can help compensate for any deficiencies within the organization. We provide financial management and consulting services to businesses on a part-time or interim basis. These services are referred to as “Contract CFO” services. Rather than hiring a full-time employee, it is more economical for our clients to engage our financial consulting services if the project requires less than three days per week for a project of indefinite length or a full-time project lasting less than a year.

    We have the capability of offering as little or as much help as necessary to facilitate the goals of your business. Some examples of these services are as follows:

    *Preparation of year-end and interim financial statements

    *Preparation of 10-K and 10-Q report for public companies

    *Assistance with month-end closings

    *Preparation of fixed asset schedules

    *General business planning and budgeting

    *Employee searches, interviewing and hiring

    *Reviewing operating efficiencies

    *Identifying cost reductions

    *Special analysis or special projects

    *Financial forecasts and cash flow projections

    *Identification of sources of financing and preparation of loan packages

    *Establishing controls for effective cash management and accounting procedures

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    SEC Reporting and Compliance
    From assistance with 10K filings to SEC response letters, we can help. We work with many public companies to help with annual and quarterly filings, registration statements, SEC compliance and more. Our clients are located domestically and internationally from China to Brazil. We have experience with all aspects of SEC reporting and related financial statement requirtements, deadlines, 8-K requirements, reverse mergers and more. Call us and never get an "E" again!!

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    Management Advisory Services and Consulting
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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    Financial Audit Assistance
    From shareholders to financial institutions to the various branches of government, financial reporting and financial audits are issues faced by many businesses. Financial audits can be grueling, time-consuming and costly. Often, internal accounting staff are overwhelmed and unable to complete their daily tasks. At CFO Oncall, we specialize in helping you prepare for the audit. Our experienced CPA’s will help you prepare the necessary schedules for the auditing CPA firm and can help cut the cost of the audit. Our experience in financial reporting allows us to assist you in presenting the right information in the right format to the right people.

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    Financial Process Solutions
    The new millennium has forced businesses into the fast lane whether they like it or not. To succeed, a business need to be adaptable, smart and efficient. A business needs to stay ahead of the competition. Energies need to be focused on key areas that make the business prosper. At CFO Oncall, we are ready to help your business achieve its goals. By utilizing our unique financial process solutions, CFO Oncall can help you improve performance and lets you focus on your core activities. CFO Oncall’s experienced professionals can help keep you and your business on course.

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    Financial Forecasts and Projections
    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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    Financial Statements
    We can assist you in the preparation of your financial statements in accordance with professional standards, but we express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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    Cash Flow and Budgeting Analysis
    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements

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    Other Services
    Due to our diverse client base, we encounter a wide array of financial issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

    *Mergers & acquisitions *Asset protection *Investment review *Bankruptcies *Litigation support *Cash flow forecasting *Employee benefit plans *Internet commerce

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    Accounting Software Selection and Implementation
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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