• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
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        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
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        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
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        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
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        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
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        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
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        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
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        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
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        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
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        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
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        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
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        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
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        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
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        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.


SJG Blog

Do You Need a Virtual CFO?

Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management.

Some businesses and high net worth individuals will want to take their financial operations to another level and consider outsourcing the chief financial officer (CFO) role to an outside expert. A Virtual CFO or Personal CFO can provide peace of mind and greater confidence when it comes to handling day-to-day money management and financial decisions.

Enlisting the services of a Certified Public Accountant (CPA) as a Virtual or Personal CFO can be highly beneficial for several reasons:

  • Expertise in bookkeeping and cash flow. If managing money isn’t a business owner’s strong suit, a Virtual CFO can ensure that the books are balanced and taxes are paid on time. In a Virtual or outsourced CFO arrangement, the company can rest assured that its financial needs are handled competently without the need to hire someone in-house. A Virtual CFO also provides comprehensive financial reporting, including professional preparation of financial statements, analysis of the company’s financial condition and advice on cash flow and financing.
  • Comprehensive business intelligence. Business owners and high net worth individuals often need objective help thinking strategically about the future, including their industry and plans for growth and expansion. In addition to keeping financial reporting in order, a Virtual or Personal CFO provides expert business advisory and consulting services and M&A advisory services. This objective counsel can give business owners greater confidence when making financial decisions.
  • A trusted relationship and partnership. Perhaps one of the greatest benefits to having a Personal CFO is knowing that a certified accounting professional is looking out for the best interests of the client and evaluating the individual’s financial situation from a holistic perspective. In addition to evaluating tax management and tax savings strategies, a CPA acting as a Personal CFO can offer concierge-style services and serve as a hub for other professional providers such as financial advisors, attorneys and brokers.

Clients turn to S.J. Gorowitz Accounting & Tax Services for our experience, business acumen and firm grasp of the financial needs of expanding and emerging companies. Please call 770.740.0797 to talk with us about providing Virtual or Personal CFO services for your company.

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