Our CFO
Services provides you
Finances
Reporting
Cash Flow
Advice
Taxdemy offers you accounting services that get it right the first time. From financial reporting to accounting advice, our goal is to deliver accounting services that you know you can rely on.
A Part Time CFO
Most small – medium sized business don’t have the funds to hire a permanent CFO and typically only need CFO services at critical junctures, such as during an acquisition or developing financial strategies.
With Accountex you have the chance to hire a part time CFO and benefit from the wealth of experience we offer. We can assist you with the financial operations of your company, such as managing financial resources, creating financial plans, budgeting and forecasting, cash flow management, risk management and reporting to key stakeholders.
If you need CFO level talent, but only part-time such as one day per week, one week per month or on a project basis consider engaging us for our fractional CFO services.
Part Time CFO Services
Our small business accounting services can include everything from business registration to data entry, cash flow statements to forecasting. We can even manage your bill pay & payroll. You can rely on timely and accurate accounting information and always know where your business stands.
We use the latest in accounting and business cloud technology to streamline how we communicate with you and manage your monthly accounts. Speak to a small business accountant at Accountex, today.
A contract CFO can identify trends and find ways to operate more efficiently. They can tracking key performance indicators to assist in future decision-making.
Assess your business operations for process inefficiencies such as excesses in labor, materials or misallocation of resources that may be costing your company money.
Identify and quantify the important factors that will affect your future growth and success.
Create the optimal organization structure so that your business or a certain department operates like a well-oiled machine.
Create a new forecast or budget process or improve your existing one. A temporary CFO can help you formulate plans that are accurate and reliable.
Create a new forecast or budget process or improve your existing one. A temporary CFO can help you formulate plans that are accurate and reliable.
While you have a staff that handles the day to day financial transactions you need to focus on other aspects of the business rather than spending time managing the accounting function. A part time CFO can manage and train these staff members on or off-site.
Understand if an acquisition makes financial sense. Understand the valuations involved or plan for the on-boarding and integration.
Technology We Use For Our Clients
Needs Professional Accountant?
Make Appointment Now
TAXDEMY is based in Newport Beach, California. We provide accounting, bookkeeping, tax, payroll, CFO and business advisory services to clients in Texas and across the US using cloud technology.
Location
3857 Birch St Newport Beach, CA 92660
Fax
+1 (917) 451-3164
Follow Our Social Media
The Benefits Of OutSourced CFO
With an outsourced CFO you get all the benefits without the high costs. The benefits include:
- Access to financial expertise that you don't have in-house
- Flexibility to hire a CFO, per project or per hour
- Only pay for CFO services when you need them
- Get an objective perspective and input into your company
- Access a wider network of resources via your CFO
You can also choose to outsource CFO services to a virtual CFO. With cloud technology and online tools, you could hire a virtual CFO and deal with them 100% online. Taxdemy offers you the option of hiring either a virtual CFO or if you’re in Plano Texas, we can meet up in person.
Cash Flow Management Consultancy
A tripping stone for most small businesses is cash flow. With the cash flow management services that our CFOs provide you’ll step right over that obstacle. A cash flow advisor can:
- Set cash flow metrics
- Identify cash flow drivers
- Draw up a consolidated cash flow statement
- Help with cash flow based financial planning
- Improve after tax cash flow
Why Choose Taxdemy
TAXDEMY has been providing accounting services to small and medium sized businesses all across the US since 2013. We take a personal approach to your accounting services and make use of leading cloud accounting technology, such as Xero, to bring your business into the modern era.
We work closely with you to understand your business and where we can help you. Our goal is to simplify your record keeping, improve compliance and help you boost profitability. We take care of all your important financial tasks so that you can focus on management and business growth.
Experience
Expert Advice
Cloud Software
Personal
FAQs
Answers to some of the common questions we get about accounting services.
Still got questions? Contact us.
CFO stands for Chief Financial Officer. A business can hire a CFO full-time or look into part-time CFO services.
A CFO is responsible for the overall financial performance of a company. The main responsibilities of a CFO can include:
- Developing financial strategies and plans and then overseeing their implementation.
- Managing the company budget
- Overseeing the financial and accounting department
- Interpreting and reporting financial performance to the business owners / shareholders
- Providing financial leadership and advice
- Managing the financial risk of the business
- Building relationships with key stakeholders, such as suppliers, investors and banks.
A CFO’s day-to-day activities can involve:
- Overseeing financial planning and budgeting
- Reviewing financial statements to ensure the financial health of the business
- Monitoring KPIs to check the on-going financial performance of the company
- Managing financial risks
- Communicating with stakeholders
- Reviewing financial contracts and terms of agreements
- Supervising the financial team
A fractional CFO is a chief financial officer who works part-time or on an interim basis for a business. They are not employed full-time as a CFO.
The key difference is that while a controller is responsible for the financial reporting and accounting activities of a business, a CFO has a wider scope of responsibilities. They are responsible for the financial management and performance of the business in its entirety.
