Ivy CFO
Our Services
We offer a full range of financial management services to support the needs of your business. Our primary focus is to deliver measurable results for clients. When your business requires expert, functional disciplines, time is of the essence. Our hands-on approach addresses strategic, financial, technology, and leadership issues. Our experienced team of CFOs has worked with businesses both large and small to help them achieve their financial business goals through various services.
What We Do
Our comprehensive remote CFO services, accounting services, bookkeeping services, payroll services and consulting services are designed to provide a one-call solution for your business needs. We will create a customized CFO accounting, bookkeeping and/or payroll solution to help you focus on your business instead of day-to-day accounting and bookkeeping tasks. Some of the services we provide include:
Fractional CFO Services
M&A Advisory and Related Services
Pitch Decks, Board Presentations and Investor Memos
Financial Models
Financial Statement Projections and Budgets
Daily/Weekly/Monthly Accounting and Bookkeeping Services
Accounts Payable Processing and Management
Accounts Receivable Processing and Management
Bank Reconciliations
Analysis and Key Performance Indicator Reporting
Credit Card Reconciliations
Complete, Tax-Ready Monthly and Annual Financial Statements
Full-Service Payroll Processing and Payroll Tax Compliance Services
Business Formations
Business Plans and Projections
Asset Protection Planning
Quickbooks Accounting and Bookkeeping
Quickbooks Support and Consulting
Who We Work With
In our 20 years of experience providing business accounting, bookkeeping and CFO services we have worked with businesses in most major industries. Our clients range in size from the startup phase to over $100 Million in annual revenue. Some of the industries we serve include (but are not limited to):
Advertising
Application Development
Auto and Motorcycle Dealerships
Auto and Motorcycle Repair
Biotechnology
Chiropractic Offices
Clothing
Construction
Drop Shipping
E-Commerce
Footwear
General Contractors
Independent Sales Organizations
Information Technology
Insurance Agencies and Brokerages
Insurance Adjusting
Law Offices and Legal Services
Manufacturing
Marketing
Medical and Mental Health Doctors
Moving and Storage
Pharmaceuticals
Psychology
Printing and Reproduction
Real Estate Development
Real Estate Investment
Real Estate Management
Search Engine Optimization and Website Development
Service Businesses
Specialized Printing and Label Making
Transportation