Take Control of Your Numbers To Scale Your Business
Stop Working with Old Numbers to Make Important Business Decisions
Are you struggling to get control of your accounting or getting a timely response from your CPA? Maybe it’s time to consider a Fractional CFO.
– John Swanner, CPA, Fractional CFO
OUR SERVICES
Achieve Velocity in Your Business
New Business
Services
Are you starting a new business and want to get it right. We’ll set up the systems you need to properly record and track your income, manage your expenses and set up KPIs to help you make strategic decisions that help you scale your business.
- Strategy sessions to ensure your business is structured to drive growth and protect your assets
- Set up and customize real-time accounting systems
- Create and manage investor relations system and reporting
- Determine KPIs in order to track your milestones and goals
- Provide advisory services and direct access to our founder
Catch Up
Accounting
Are you embarrassed because you’re behind with your accounting practices and tax returns? No problem. We can expedite the process to help you get caught up and file the necessary reports to get back on track. We’ll also build the system and tools for timely and consistent accounting and reporting moving forward.
- Access the current status of what needs to be completed
- Gather all the data and collateral to expedite the process
- File all outstanding tax reports and review past returns
- Provide ongoing weekly and monthly support
- Direct access and immediate access to our team.
Fractional
CFO Services
Are you ready to scale your business ventures and build automated systems to make decisions with real-time numbers? It may be time to bring in a Fractional CFO to keep up with the details, allowing you to devote your time and efforts to scale your business.
- Real-time Income and expense transaction recording
- On-time KPIs in order to make key business decisions
- Weekly & monthly reports to track your team and growth
- Deploy technology reviews for process improvement
- Weekly and monthly advisory meetings to review data
WE’RE DIFFERENT
We're Not a Traditional CPA Firm
We work in your business so you can work on your business. Most accountants and CPAs work with after-the-fact bookkeeping and accounting. This provides you with old data and numbers.
If you’re trying to make important decisions with old numbers, you know that doesn’t work well.
It’s time for a new approach. Our team works in your business in real-time to help you make on-time decisions. You’ll get access to real-time numbers and KPIs to scale and determine your company’s next step. Stop making decisions based on data from 6 months ago and start making decisions on your KPIs and numbers from this week. Schedule a call to see if working with us is right for you.
CONTACT VELOCITY
Stop struggling and get control of your numbers.
Start working with a Fractional CFO. Book a call today.
Velocity Business Advisors is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us.
Velocity Business Advisors 2025.