Services & Solutions

Accounting

Let's face it, accounting is not fun but we love it. We will make sure that you have reliable, timely and accurate financial statements to help you make informed decisions.

CFO Advisory

Our team of CFOs help entrepreneurs interpret your vision and goals and add a layer of financial strategies and expertise to help you see your business through a financial lens.

Human Resources

Your people are the most valuable asset you have - why not protect them with tools to increase employee satisfaction and retention?

Special Projects

Whether you are looking to sell your company, merge or have a project that needs attention, we have experts available to help you get those projects to the finish line.

Accounting

An accountant handles essential financial tasks for your business, including paying bills, processing payroll, invoicing customers, balancing the books, and reconciling your balance sheet. Let our expert accountants take these responsibilities off your plate, providing accurate and timely financial statements while serving as your reliable back-office support.

With a dedicated accountant, you can focus on growing your business while ensuring you financials are expertly managed.

Fractional CFO Advisory

A fractional (part-time) Chief Financial Officer provides strategic financial leadership tailored to your business needs, helping you align your financial strategy with your business goals. With their expertise, you gain clarity, actionable insights, and a clear roadmap to achieve success and sustainable growth.

A CFO helps you make informed decisions that drive profitability, scalability, and long-term stability.

Human Resources

Your people are one of your most valuable assets—let's help you take care of them. Our HR services focus on retaining high performers and attracting top talent, ensuring your team remains strong and committed. Employee retention and talent acquisition are essential drivers of long-term business success.

Investing in your team ensures a thriving workplace culture and sustainable growth for your business.

Special Projects - M&A Advisory

Are you planning to sell your business, retire, or merge with another company? Our Mergers and Acquisitions Advisory services are designed to help you maximize value and ensure a seamless transition. With expertise in due diligence and other critical areas, we provide the guidance and support you need to achieve the best possible outcome.

Expert advice ensures you secure the best deal while navigating complex transactions with confidence.

Solutions

Affordable

With The Financial Office (TFO Clarity), adding a fractional expert in accounting and a CFO is now within reach.

Being a new or small business shouldn't mean missing out on the strategic financial leadership of a CFO. At TFO, we provide the expertise and experience of a seasoned CFO at a fraction of the cost, helping you drive growth and achieve financial clarity without the expense of a full-time hire.

Gain high-level financial expertise tailored to your needs at an affordable cost.

Strategic

Are you prepared for the future? Align your vision with financial clarity

We recognize that having clear objectives is only the first step—knowing how to achieve them is the key to success. Our team specializes in financial and strategic planning, providing the expertise to help you create a roadmap that drives long-term value and growth. A well-crafted strategy today lays the foundation for a successful and sustainable future.

1-5 Year Financial Modeling

Having a business plan is key to a successful business, and a financial forecast substantiated by logic will help you achieve your overarching goals.

A tailored financial model sets the framework to align your objectives with actionable steps and empowers you to make informed decisions that support long-term growth.

Operational Excellence

Are you seeking more effective ways to manage your company's productivity?

Our experts can help you uncover opportunities for growth while reducing costs by streamlining processes and improving your bottom line.

Special Projects

Do you have great ideas waiting on the back burner but no time to bring them to life?

At TFO, we provide the expertise to turn those ideas into reality. Whether you're selling, acquiring, expanding, evaluating new software, relocating, managing a merger, or simply need extra hands for project management, we’re here to ensure your special projects are executed efficiently and effectively.