Outsourced CFO Solutions

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As a business owner, are you frequently confronted with complex decisions that affect the integrity of your organization?  Are you forced to be involved in the day to day operations instead of focusing on the long term goals of your business, which is where your expertise is the most beneficial?

Regardless of whether you are a startup, established business, expanding or downsizing, hiring an Outsourced CFO could create the perfect solution for your businesses financial operations.  Our services are customized to fit your needs, whether daily, weekly, or monthly.

Companies continue to choose Santos, Postal’s outsourced expertise because they know it improves the quality of their financial operations and decision-making, granting them a competitive advantage in their industry.  We cater to small and medium sized businesses.

We can perform these services remotely or in your office, and financial information is maintained “in the cloud.”  Data, metrics, and analysis can be viewed in real time by both the client and the outsourced CFO.  We have the resources and technology available to provide you with services that range from basic (bookkeeping) to complex (strategic financial management and consulting).

Some of the many benefits of utilizing an Outsourced CFO include, but are not limited to:

  • Reduction of office space,
  • Reduced payroll, taxes, and fringe benefits,
  • Increase in internal controls based on our external review and segregation of duties,
  • No delays in receiving timely information since we will not call in sick or take vacation,
  • Your CPA is constantly monitoring your business,
  • You benefit from our diverse experience in numerous industries,
  • You get to utilize the most advanced technology available, and
  • We provide you with advice on cost cutting measures to increase your profitability.

We serve a diverse group of industries such as construction, government contractors, not for profit, professional service firms, real estate entities, and retail business, to name a few.  Click the links below to learn about some of the specific services we can provide, or email CFO@SantosPostal.com for additional information.

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Outsourced CFO

Santos, Postal's Outsourced CFO Professionals will provide you with the operational knowledge that allows you to make informed decisions.  Available in house and virtually, our services include, but are not limited to:

  • Assistance with preparing for financial statement audits
  • Design and maintenance of key business reports, including Key Performance Indicators (KPIs)
  • Prepare budgets and forecasts
  • Long-term sustainable profitability planning
  • Vendor, lender, and investor management
  • Board of advisor representation
  • Cash flow management
  • Company liaison
  • Loan covenant compliance
  • Grant compliance
  • DCAA audit assistance
  • Workers compensation audit assistance
  • Assistance with internal audit preparation
  • Employee benefit plan administration

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Are you, as a business owner, spending valuable time overseeing or performing routine accounting tasks? Consider outsourcing the following:

  • Check writing and cash deposit services
  • QuickBooks® & MRI® general ledger maintenance
  • Reconcile bank and credit card accounts in real time and/or after the fact
  • Bill.com payables & receivables management
  • Payroll processing/supervision and return preparation and filings
  • Customer invoicing
  • Sales and use tax return preparation
  • Month-end closing procedures
  • Compiling data to provide you with accurate monthly financial statements
  • Year-end closing preparation and reporting
  • Functional expense allocations
  • GAAP compliance
  • Job cost reports
  • Tenant revenue reporting & landlord pass through billing

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Tax Compliance

Are you struggling to keep up with complicated and ever changing compliance issues? Allow our experienced certified public accountants and tax professionals to support you and your business with:

  • Income tax return preparation
  • IRS representation
  • Tax notice resolution
  • State and local taxation assistance
  • Personal property tax return preparation

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Tax Consulting

Formation and succession planning can be stressful and difficult.  Our tax professionals and attorneys are available to assist you with:

  • Estate and gift planning
  • Merger and acquisitions
  • Partnership profit & loss allocations
  • Tax deferred exchanges
  • Tax savings/deferral strategies
  • Basis and capital account maintenance
  • Year-end tax planning
  • Venue/Nexus planning
  • Entity structure (LLC, S-Corp, C-Corp, etc.)
  • Succession planning