Chartered Financial Strategies works with small businesses to help them grow.  As an outsourced Controller or CFO, we want to help you look forward with your business and not backwards.  The more you understand what your business will need in the future, the more you will know how and when to grow.

However, there are fundamental things that need to be in place to support this process, which is timely maintance of accounting systems.  This is the most neglected aspect of small businesses and is usually an annual task done after much procrastination.  This prevents a business owner's ability to understand how the business is operating. 

Chartered Financial Strategies can help with keeping your financial systems current and teach you how to use various financial reports to understand and manage your business for growth.  Common business issues are understanding what areas impact costs the most, inventory aging or devaluation concerns, impacts of late paying customers, and even which customers are profitable.  Many of these issues, among others, can be identified and managed with well maintained accounting systems.

As your Controller/CFO, we can provide services such as:

• Maintain your accounting systems,
• Work with you to report on busines performance with actionable changes each month,
• Help with a variety of tax filings, such as sales, business personal property, federal and state filings, among many others,
• Work with lenders to assist in obtaining business lending needs,
• Communicate with other owners as needed on business progress and financial impacts to them,
• and many more depending on the business industry.

​Our services can be packaged at various levels of service to meet your businesses needs.