Your Independence Solution
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Outsourced CFO Services


Outsourced CFO and Controller Services

Do you need higher-level accounting and financial expertise and guidance in your business but can’t afford a full time accounting management team?

Your Money Team

CFO: The Visionary

A Tier One Services CFO creates a strong financial future.

Our CFOs produce cash flow forecasts to manage operations, financial models to raise investment capital, budgets for reporting to a Board of Directors, contracts to fairly allocate risk, and strategic plans to support our clients in creating the enterprise of their dreams. We bring people together, identify new opportunities for growth, and champion systems of shared, real-time information flow internally and with external auditors, tax preparers, and investors.

Tier One Services CFOs say: “What if?”

 

Controller: The Guardian

A Tier One Services Controller brings financial insights and protects organizational assets.

Our Controllers produce dashboards, Key Performance Indicators (KPIs), sales trends, insights regarding profitability, effectiveness, efficiency, and areas of risk. We spot when cash is missing and when inventory doesnn’t add up. We uncover wasted time and money and proudly present apps, techniques, and streamlining to our clients. We stay on top of reporting deadlines, monitor compliance with processes and policies, and create a process for…everything.

Tier One Services Controllers say: “Here’s how.”

 

Bookkeeper: The Source of Clarity

Tier One Services Bookkeeper powers solid business intelligence.

Our Bookkeepers don’t just record debits and credits. They create am accounting system which is a treasure trove of business intelligence powering our clients’ data-driven decisions rather than leaving them to manage by gut. With geek-to-the-max savvy with QuickBooks, QuickBooks Online, Xero, Fathom, Crunchboards, and Excel, our bookkeepers are responsible for creating the financial statements and reports required for tax, audit, and grant compliance concurrently with detailed management and operational reports.

Tier One Services Bookkeepers say: “Look!”

Do you need expertise beyond your current staff to help you go deeper with strategy, budgeting, analytics, or systems improvements?

Do you have a special accounting project you’d love to do but are just not getting around to it?

If you said yes to any of these questions, then you may benefit from our Controller services. We can help you fill in the missing management-level gaps in your accounting team without you having to pay expensive full time executive level salaries.

“It has been an incredible and life-saving experience to have Jaime Campbell and her team working with us on our financial issues. Jaime was able to systematically and efficiently untangle our four years of disorganized financials and streamline it into a coherent and manageable system that we could use and show investors. She also provided great financial management insights that have allowed us to effortlessly keep our financial records and strategic needs up to speed with our company’s white hot growth. Jaime’s financial knowledge and strategic prowess runs deep and we couldn’t imagine growing or operating our company without her.” —Catharine, Founder and Chief Executive Officer

Keeping the Cash Flowing

One of the most challenging tasks of small business owners is managing their cash balances. We can help you get the right tools in place so you can stay on top of your cash. Whether it’s setting up the right reporting, creating forecasts, or preparing a loan package for your local bank, we can help you keep your cash flowing.

Process Development and Improvement

Are there any areas in your accounting functions that are undocumented? We can help you write a procedures manual for those areas.

Profit bar chartWe can also take a look at areas within your accounting system that are costing you more than they should be. These could include areas of duplicate data entry, time spent on manual reports, and bottlenecks in general. We’ll suggest improvements that can save your time and money and keep your bookkeeping bill as low as possible.

Profitability Analysis

Do you wonder which product or service line is the most profitable for you? We can perform an analysis of profitability by location, product, employee, or whatever grouping is meaningful for you. This information will help you make better decisions about your revenue mix and make your business more profitable in the long term.

“Jaime provided me with invaluable information about my business, my accounts, and my projected goals. I got very clear on what actions I should be taking to reach my financial goals, and how to stay on top of my current record-keeping system. She’s an incredible resource that takes the complications out of running a small business. I recommend her to anyone looking to get important insights into their finances.” —Cheryl Engelhardt, CBE Music LLC

Business Strategy, Planning, and Budgeting

Do you know exactly what you want your business to look like in three to five years, but are not sure how to get there? We can help you make sense of the financial piece of planning so you can achieve your dreams. Here’s what we can help with:

  • Pipelining and future trending
  • Planning a financially sustainable business expansion
  • Evolving the business model to cultivate profitability in alignment with a rich organizational culture
  • Strengthening the business ecosystem
  • Defining and quantifying goals across a spectrum of time horizons, including exit strategies
  • Mergers and acquisitions consulting

Entrepreneurship Development and Staff Training

If you don’t have the time or expertise to train your bookkeeping or accounting staff, we can provide the training they need to become proficient in their accounting duties. We can also go deeper with your leadership team:

  • Acting as a sounding board for your business ideas
  • Uncovering the business owner’s relationship with leadership
  • Illuminating where leadership has empowered or held back the business owner; creating breakthroughs to new levels of business leadership
  • Developing the business owner’s role as an Entrepreneur, not a Technician

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Digging Deep into Analytical Insights –
Analytics and Modeling Expertise

dreamstimeextrasmall_43324020Do you need to uncover why your business didn’t bring in as much revenue as you expected?

Do you constantly worry or take up too much of your time dealing with cash flow management?

Do you lack deep analytical experience within your accounting team?

If you answered “yes” to any of these questions, then you’re in the right place. Our financial analysts are whizzes with modeling and analytics.

“You were very responsive and knowledgeable, and it really was a pleasant experience I also felt that you cared about the heart of it – about understanding what the problem was and finding a solution. You looked outside the box – ‘what if this, what if that’ – you had a full grasp of the situation. You provided training for us; the screenshare was very helpful.”

-Vice President, Shipping Services Company

Financial Modeling and Capital Management

Here is just a sampling of the things we can do:

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  • Financial Modeling. Creating custom, dynamic models to show the future financial statements of a company as well as investment needs
  • Raising Capital. Assisting in the developing of raising the funds to fuel your growth
  • Analytical Modeling. Smoothly handling the “what if?” Helping address questions from potential investors, board members or existing investors
  • Cash Operations. Custom, rolling cash flow forecasting tools to be used by management on an ongoing basis
  • Technology Optimization. Achieving as automated an integration as possible in your accounting software

“David Campbell is one of the most innovative thinkers I’ve ever met. He sees beyond himself, beyond time, and beyond space limitations for opportunities that await. He has helped Southern Charm Gift Baskets ‘think outside the box…and into the basket’ far more than we were capable of doing on our own. With David and TierOne Services’ leadership, the growth potential for our company is limitless. For a new edge on your thinking, engage with David.”

-BJ Greer

Complimentary Consultation

Give us a call at 844-884-3766 or email us at david@tieroneservices.net to find out more or to set up your complimentary consultation.

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Partnering with CPA Firms

Is your audit client asking for services that will impair your independence?

Is your firm a tax-only firm looking to refer the monthly non-tax needs of your small business clients?

Is your mid-sized client asking for more management accounting services than your firm can handle?

If so, we’d love to meet with you and find out how we can work together for mutual benefit. We don’t do audits and we don’t do taxes, so we often partner with non-competing CPA firms to help them serve their clients comprehensively.

How We Work with Your Firm

We provide “independence” solutions. Our role is to help the clients you audit, or provide other services to, who are struggling to find quality accounting support. All other client needs; taxes, payroll, audits, strategic planning, etc. will continue to be your service areas. Our focus is on accounting and CFO/Controllership for organizations that do not have an in-house financial executive. We will sign a client specific non-compete to ensure we will not in any way hinder your relationship and revenue stream with your client.

We often have referral opportunities that we can pass to your firm when one of our current clients needs audit or tax work. We enjoy offering our partners new client opportunities, making it a two-way street when it comes to referrals and passing business.

The Benefits of Having Your Clients Utilize Tier One Services

  1. Independence. We ensure your firm remains independent
  2. Realization. Well organized accounting records will translate to a more profitable audit
  3. Solutions. Options for clients who cannot, or do not want to, manage an accounting staff
  4. Value. Clients stay focused on what they do best by letting us manage this for them

“You were incredibly responsive. Constantly throughout this process you continuously e-mailed us status updates. Where I found that helpful, I don’t know if everyone else would. That’s a lot of e-mails, but I like the communication. It was a ‘hit’ for me.”

-President, GSA Services company

Smart Accounting Solution Options

Tier One Services offers a solution to common client problems. Our team will close the books, deliver accurate and timely financial reports and eliminate the hassle of employee turnover, training and managing accounting personnel inside your clients. Our concentration is on the accounting function and we work seamlessly with payroll providers, income tax preparers and auditors.

Options on How to Use Tier One

  • Permanent financial leadership and 100% responsibility for the accounting function
  • Support to an in-house CFO or Controller
  • Outsource options; the entire accounting function or select tasks
  • Managing in-house accounting personnel
  • Taking on interim assignments or special projects

The Next Step

Call us to discuss a specific client need and to understand our support process. We are relationship oriented professionals with significant credentials who utilize technology well.

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Contact Us

CFO and controller services for small and mid-sized businesses in Naples, FL as well as throughout the U.S.

www.tieroneservices.net

844-884-3766 | david@tieroneservices.net

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