Outsourced CFO Benefits

We bring the benefit of best practices and existing resources to your organization.

Ohio Outsourced Bookkeeping

Financial Reporting and Analysis

  • P&L customization support to make it meaningful for your business
  • Identification of key metrics that matter to your business
  • Helping you understand your margins by line of business so you know where to focus your time and energy
Ohio Outsourced Bookkeeping

Budgeting and Forecasting

  • Annual budgeting process
  • Assistance creating proformas for growth or new businesses
Ohio Outsourced Bookkeeping

Service Provider Relationships

We can work with –

  • Your bank on trying to obtain the right financing for your business
  • Your liability insurance provider to make sure you have the right coverage
  • Your CPA firm on tax strategies and incentives opportunities
  • Your bookkeeper or bookkeeping firm to make sure you’re getting the financial information you need to make good business decisions

Peace of Mind

Do you ever worry you don’t know exactly where your business stands financially? Our outsourced CFOs will give you the information you need to have peace of mind. Whether trying to figure out cash flow, business capitalization, how to work with a bank, helping fine-tune your strategies, or prepare for growth or transactions, we can help you realize your growth potential and manage the business proactively.

Data you
can use

An outsourced partner like Keep lets you do what you do best. We’ll take a look at how you’re spending your money and in what ways you may reduce your liabilities. We’ll also look into the future to let you know what’s coming and how we may help you to prepare. We feel that these are the very things that differentiate us, but you’ll have to try us to see the difference for yourself.

Ohio Outsourced Bookkeeping

Our Services

Our seasoned resources come with 15+ years of financial executive level experience and are able to assist growing companies that may not require a full-time CFO just yet.

  • Engagements range from 1 day a week to 3-4 days a week.
  • Our fees help you keep cash flow steady and you have a resource whose time can fluctuate with your needs.
  • You have the flexibility to end the arrangement at any time when you grow to the point of needing a full time resource or having a fundamental change in your business.
Ohio Outsourced Bookkeeping

Questions? Let’s chat.

Talk to a real person about what your business needs.
Call 800-240-4135 or email us here.