Capital CFO
Financial Services - Saratoga Springs, NY, US
Capital CFO Details
Many mid-sized companies and nonprofit agencies struggle with budgeting time for financial and bookkeeping tasks. At Capital CFO, we understand your time is your most precious resource and having time allows you to maintain balance and control over your business. Our boutique capability delivers a higher level of service and personal attention to your business needs, not a generic program applied to the masses. Our team strives to develop lasting and rewarding personal relationships for years to come.Working with our outsourced CFOs is a great option to ensure experts are taking care of your entire business while you are focusing on your mission and growth. How do we do it?First, we listen.Our process is simple, we listen to you and your needs. Capital CFO is a boutique financial services company that outsources bookkeepers, CFOs, and even helps your family manage their budget. Simply put, we spend the time with our clients. The initial consultation is to ascertain your immediate and long-term needs. Then together, we determine the most affordable and customized plan for you. Then, we get to know you and your business. We want to know what is going well and what is challenging you most. To establish the best course of action, we need to be mindful of the key issues you are facing financially. We build trust by getting to know the ins and outs of your company and establishing a foundation for our relationship.And finally, we add value.You did not start your business to be a bookkeeper. You need to be the face and voice of your business within the community. That takes time. Capital CFO adds value by working on cutting costs and building your revenue growth. We have an accomplished and dedicated group of bookkeepers, accountants, and CFOs to help you grow and succeed.By the end of 2020, Capital CFO will be expanding its nonprofit services to include grant writing, board and leadership training, and collaborations.
Capital CFO Technologies
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