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OUR SERVICES

At Sage CFO Solutions, we offer a comprehensive range of CFO Business Advisory & Outsourced Accounting Services to meet the diverse and evolving needs of your business.

Fractional
CFO

Our Fractional CFO service provides strategic financial leadership and guidance without the expense of a full-time CFO. We work closely with your team to enhance financial decision-making and support business growth.

  • Strategic planning

  • Develop accounting policies and procedures

  • Forecast and budgeting

  • Pricing models and strategic pricing

  • Financial reporting

  • Merger and acquisition support

  • Budget to actual reports

  • Breakeven and margin analysis

  • Business-specific KPI development

Technical 
Accounting

Technical Accounting at ensures compliance with complex accounting standards. Whether you're facing a new guidance issuance or a complex transaction, our expertise can help your company navigate these topics. We provide robustly researched position papers to support our technical accounting conclusions referencing authoritative accounting guidance and interpretive guidance.

  • Revenue recognition

  • Leases 

  • Business Combinations

  • Consolidation 

  • Impairment 

  • Debt

  • Equity

  • Fair Value

Outsourced Accounting

Outsourced Accounting services streamline your financial processes, from bookkeeping to financial statement preparation. We provide accurate, timely, and cost-effective solutions to support your day-to-day operations.

Audit

Preparedness

Preparing for audits or transactions demands meticulous attention to detail. We help you navigate these critical periods by:

  • Preparing financial statements and footnotes

  • Preparing auditor-requested schedules

  • Providing auditors with timely communications and deliverables

System Optimization

Our accounting system optimization service is designed to help businesses improve their automation, accuracy and efficiency. We work with you to identify areas where your current system can be improved, and if necessary, implement new solutions to streamline your accounting and business processes. With our expertise, you can save time and money while ensuring that your financial records are accurate.

Staff

Training

Our accounting training service is designed to provide your bookkeepers and accounting staff with the knowledge and skills they need to maintain accurate records. We will work with your team to identify areas for improvement and develop a customized training program that meets your specific needs. With our training, your team will be equipped handle routine aspects of accounting with confidence and efficiency.

“Accounting is the language of business.”

Warren Buffet

CFO Business Advisory & Outsourced Accounting Services

CONTACT US

Reach out with any
questions or inquiries

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Our consultants, based in the United States operate as remote workers, providing outstanding services to companies nationwide, to deliver expertise and support to clients regardless of their location.

PHONE

805-217-9890

EMAIL

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