Cape Cod CFO & Advisory Services

Expert financial guidance without the big price tag.

When Your Business Needs More Than Just Bookkeeping

Keeping track of your numbers is one thing—knowing what to do with them is another. If your business has outgrown basic bookkeeping, it might be time for a more strategic approach. Our CFO & Advisory Services go beyond just recording transactions. We help you understand your financials, plan for the future, and make informed decisions that drive growth.

Clear, Actionable Financial Advice To Help You:

Make sense of your numbers

No confusing reports, just straightforward insights

Plan for growth

Budgeting, forecasting, and tax strategies designed for your business

Stay on track

Regular financial check-ins to keep you informed and in control

Just A Few Of The Things We Handle

Pricing

CFO Services Without The Expensive Price Tag

Our CFO & Advisory Services are part of our BOSS: Outsourced Accounting Service. For an affordable monthly fixed fee, we handle your accounting tasks, including bill payments, checkbook balancing, monthly reports and more while providing helpful financial insights along the way.

Steve,

It has been nine years since I moved my dental practice to Cape Cod. Initially I was working with a CPA firm,a payroll service and trying to find time to do bookkeeping in house. I must say that after meeting with you and getting all these services under one roof, my life has become much easier. The ability to make one phone call for a tax question, a payroll change or bookkeeping concern has given me much more flexibility to focus on doing the business of dentistry. I think that it is imperative that the CPA I work with has all this information when I need financial advice.

Thanks to you and your professional staff, I have been able to find time to both expand my business and spend more time with my family.

Timothy McAdams D.D.S.,

Triple Play Car Wash LLC is a multi-profit center business located in Attleboro, Massachusetts. We operate a high volume car wash, a Valvoline Express Care oil change facility, an automobile detail center, a large convenience store with a Dunkin Donuts and a Deli as tenants and a fourteen pump Mobil Gas Station.

Steven M. Ellard CPA has advised us on matters ranging from unique depreciation rules in our business to bank financing. We also use their ongoing services for bank account reconciliation, balance sheet reviews, financial reporting and tax returns.

We have been especially pleased with Steve and his staff in the area of management reporting. We have one legal entity with a need to analyze the business five different ways. Steve and team have produced monthly Profit and Loss Statements by department which dramatically improves our ability to manage our business. They have also created pricing analytic reporting and margin analysis tools.

We view Steven M Ellard CPA as both an Accounting Office to keep our statutory requirements in compliance with the IRS and our Bank, as well as a Business Partner and Advisor that focuses on business growth and improvement.

Triple Play Car Wash LLC highly recommends Steven M Ellard CPA to support and improve your business!

Craig T. Lichtenstein,

Take Your Business To The Next Level

Bookkeeping tells you what happened. We help you plan what happens next. Whether you need a better handle on your cash flow, insights into your profitability, or a roadmap for growth, we’re here to guide you.

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