Fuel Growth with Strategic CFO Support

Full-Service Bookkeeping

• Accurate monthly books
• Categorized transactions, reconciliations, and real-time reporting
• Monthly financial statements are delivered clearly

Tax Planning & Preparation

• Year-round proactive tax strategy (not just filing)
• Custom plans to reduce liability and protect cash
• Complete tax prep and filing no need to chase a separate CPA

CFO-Level Strategy & Oversight

• Monthly CFO meetings to review performance, adjust direction, and tackle key decisions
• Custom KPIs tailored to your business goals
• Financial forecasting, cash flow modeling, and budget vs. actual analysis
• Scenario planning (what happens if you hire, invest, pivot?)

Clarity + Execution

• Strategic input on pricing, hiring, margins, and profitability
• A dedicated team who knows your business inside and out

Service businesses doing $1M–$10M in revenue that want financial clarity, smarter planning, and more margin. If compliance isn’t cutting it, this is the next step.

Our outsourced CFO services are tailored to each client, because no two businesses at the $1M to $10M level have the same financial complexity, team structure, or growth goals. That said, most of our clients invest between $3,000 and $6,000 per month for fully integrated strategic finance support.

Here’s what’s typically included:

• Full-service bookkeeping and monthly reconciliations
• Strategic tax planning and tax preparation
• Monthly CFO meetings and real-time decision support
• Custom KPI tracking and reporting dashboards
• Cash flow management, forecasting, and budget versus actuals
• Profitability analysis including pricing, margin, and cost strategy
• Scenario planning and enterprise value development
• A dedicated financial team that knows your business inside and out

We’re not here to hand you spreadsheets. We’re here to give you a financial infrastructure and the strategic guidance to operate like a real CEO.

If your business is earlier-stage or simpler, we’ll scale the scope accordingly. If it’s more complex—multiple entities, large teams, or high growth—we’ll build a custom structure that fits.

At Bennett Financials, we offer flexible ways to support your business depending on your current team structure. While we strongly recommend using our in-house bookkeeping, tax preparation, tax planning, and CFO services for full integration and accountability, we understand that some businesses already have relationships in place.

When clients choose to use our full suite of services, we’re able to take full responsibility for deadlines, communication, and strategy execution. This eliminates delays, ensures tight coordination between departments, and allows us to deliver the clearest possible financial guidance.

However, if you have an existing bookkeeper or CPA you would prefer to keep, we can still lead and support your financial function. In these cases, we work directly with your current financial team to ensure tasks are completed on time and data is delivered in a usable format. We oversee their output and translate it into actionable insights for the business owner.

In either setup, we partner closely with you to drive financial clarity, business strategy, and enterprise value. Our goal is to create alignment between the numbers and the decisions you need to make—whether we are managing your team or working alongside them.

Our onboarding process is designed to give business owners clarity, control, and momentum from day one. Rather than jumping into tactical deliverables, we follow a proven phased structure that builds financial infrastructure while setting strategic foundations.

Day 0 – 90: Onboarding Phase

Initial Assessment & Clean-Up
We begin with a deep dive into your financials — identifying gaps, cleaning up your books, and assessing your current systems.

Month-End Close Process
We implement a reliable month-end close rhythm to ensure your P&L and balance sheet are accurate, timely, and actionable. This gives us the first real visibility into how the business is performing.

Day 60 – 120: Financial Goals Phase

Forecasting, Budgeting, and Tax Planning
With clean data in place, we develop forecasts, build your annual budget, and create a proactive tax strategy that aligns with your business goals.

Cash Management & KPI Development
We set up cash flow tracking systems and develop custom KPIs to help you monitor performance and make confident decisions.

Day 120 and Beyond: Operational Excellence

Ongoing Financial Meetings
From here, we operate as your strategic finance team — holding monthly meetings to review financials, adjust strategy, and ensure your business is moving in the right direction.

Tax Planning
We begin tax planning in January and continue through December. This ongoing review allows us to identify opportunities, avoid surprises, and adjust strategy in real time.

Client Accounting
Our bookkeeping and accounting team works on your financials each month, ensuring books are up to date and ready for monthly CFO review. This creates accurate visibility into cash flow, profitability, and operational KPIs.

CFO Support
Each month, we review financial performance, model upcoming decisions, and identify bottlenecks. From budget vs. actuals to scenario planning, we help you act on the numbers and move the business forward.

Quarterly Services

Quarterly Estimates
We calculate and file quarterly tax estimates to keep you compliant and ensure there are no surprises at year-end.

Financial Strategy Reviews
Each quarter, we revisit forecasts, review performance trends, and adjust financial strategy based on what’s happening in your business.

Seasonal Services

Tax Season (February to May)
We handle your full tax preparation and filing process, eliminating the back-and-forth with outside CPAs and keeping everything under one roof.

Extension Season (April to October)
If extensions are required, we manage those deadlines internally and ensure filings are completed with plenty of time.

Implementation Period (October to December)
This is when we begin putting next year’s tax strategy into motion. We execute any structural changes, set new goals, and finalize end-of-year decisions.

3–5 years or more. Once they get clarity and control, they don’t want to go back to guesswork.