Our Services

Bookkeeping Services

Bookkeeping Cleanup

Review past financial records for accuracy and compliance and provide a clean set of books to guide future business decisions.

Financial Reporting

Receive comprehensive financial reports and performance insights to uncover growth opportunities.

Payroll Coordination

Manage payroll effectively so your team is paid accurately and on time.

Expense Management

Track and control expenses against budget parameters and optimize them for financial efficiency.

Bill Payment

Streamline vendor bills and payments to simplify your accounts payable process.

Invoicing + Collections

Maximize cash flow with timely invoicing and collections.

Sales Tax Filing

Ensure sales tax compliance by setting up systems for accurate collection, reporting, and remittance across different jurisdictions.

Dependable, Precise, and Compliant Bookkeeping Services

Outsourcing your bookkeeping and accounting needs to CedarRock Advisory Group is a cost-effective way to ensure accurate financial records. We handle everything from tracking daily transactions and managing cash flow to processing payroll, filing taxes, budgeting, reconciliation, and reporting. By outsourcing your bookkeeping services, you can address knowledge and capability gaps, alleviate the financial burden of hiring dedicated staff, and take advantage of tools and technology that offer time and cost savings, all while improving the accuracy of your financial records. You will always have a clear understanding of your finances.

Controller Services

Accrual and GAAP-based Accounting

Achieve a clearer financial picture by linking income and expenses over specific periods in a unified format.

Oversee Accounting System Migration

Meet operational and financial goals with expert oversight that ensures seamless transition of data and financial records while ensuring accuracy to achieve operational and financial goals.

Optimize Financial Processes and Oversight of Accounting Team

Streamline workflows while driving accuracy and efficiency across the team.

Budgeting and Audit Support

Provide detailed budget planning and performance tracking. Coordinate with your CPA audit team to organize data and provide supporting schedules and documentation as needed.

Interface with Tax Advisor

Ensure financial operations are tax-compliant and strategically positioned for savings and growth.

Ready to Scale Your Business? Our Expert Controllers Will Make it Seamless.

An outsourced controller is the right choice if your business needs more complex financial reporting, enhanced compliance, or more oversight of your accounting team. As your business grows, a controller can help prepare your financials for future investor reviews.

Fractional CFO Services

Forecasting and Budgeting

Create a blueprint for achieving your business goals in the near or long term.

Cash Flow Management

With the strategic leadership of an expert fractional CFO, your business stays flexible, meets obligations, and is poised to capitalize on growth opportunities.

Financial Modeling

Whether navigating day-to-day challenges or planning a product launch, we create scenarios that align with your objectives and consider the nuances of your industry.

Refine Your Financial Strategy

Our fractional CFOs optimize your financial strategy for long-term success by leveraging data-driven insights and current industry trends.

Fractional Cost.
Full Impact.

A fractional Chief Financial Officer provides businesses and entrepreneurs with expert financial leadership and strategic direction, enabling them to focus on growing their businesses while gaining peace of mind about their financial future. They offer unbiased, data-driven expertise to help guide the growth of businesses. A fractional CFO can assist with growth-oriented decisions, such as scaling your business, entering new markets, launching new products, or navigating mergers and acquisitions. They will ensure that your business has sufficient capital to meet current and future needs, identify cash flow bottlenecks, and implement solutions to improve financial stability and mitigate risks.

FAQ

Businesses often hire a full-time CFO prematurely, only to have them take on tasks better suited for a bookkeeper or controller. A CFO should focus on key strategic and operational responsibilities that drive the company’s growth and progress.

A fractional CFO is ideal when your business requires strategic planning and future-focused guidance but isn’t ready for the commitment of a full-time CFO. As a virtual CFO, they provide expertise as needed and offer flexibility and cost efficiency.

While a full-time CFO can cost upwards of $250,000 annually, our fractional CFO services deliver the same expertise at a fraction of the cost. We offer a wide range of scalable services and tailor our support to meet your organization's specific needs.

A bookkeeper handles day-to-day tasks like recording transactions, reconciling accounts, and managing essential financial records.

A controller provides oversight, ensuring financial accuracy, managing budgets, and improving processes.

A fractional CFO focuses on high-level strategy, offering financial leadership, performance analysis, and guidance for growth and long-term success.

Together, we can achieve your financial goals