Our Services
Bookkeeping
Services
We handle bookkeeping to ensure every transaction is accurately recorded and financial reports are available when you need them.
Strategic Financial
Planning
We create detailed financial plans and growth forecasts to help align your operations and revenue goals with actionable strategies.
Cash Flow
Management
We monitor your cash flow, manage banking relationships, and provide clear solutions to maintain financial stability.
Proactive Tax
Planning
We design tax strategies to minimize liabilities, avoid unexpected bills, and keep your business fully compliant year-round.
Performance Metrics
Tracking
We track key business metrics to help you identify areas for improvement and boost profitability.
Location Profitability
Analysis
We analyze your business’s financial performance and create tailored plans to achieve sustainable growth.
The Challenges Businesses Face
Managing finances can be overwhelming for growing businesses. Here are some common issues we address:
Abysmal bookkeeping leaves you without actionable insights.
Lack of strategic financial guidance and industry expertise.
Surprise six-figure tax bills disrupt financial stability.
Cash flow struggles force constant bank balance checks.
Difficulty tracking key performance metrics.
No clarity on service line profitability or affording salary raises.
Solutions That Work for Your Practice
At Nelson CPAs, we provide tailored solutions to simplify your finances, plan for growth, and give you the clarity and stability your business needs to thrive.
Financial Clarity
Bookkeeping tailored to your business
Clear practice performance metrics
Tracking provider productivity
Service line profitability analysis
Strategic Growth
Planning for practice expansion
Analyzing financial performance
Managing banking relationships
Forecasting long-term growth
Risk Management
Three-account cash management
Proactive tax planning
Spending controls
Financial monitoring
Time Freedom
Simplified financial systems
Regular strategy meetings
Automated reporting
Clear decision-making guidance
Process
Our onboarding process spans 60 days, ensuring every detail in your books is reviewed thoroughly so we can make decisions based on accurate, reliable data.
Onboarding Call
We set meeting dates, gather logins for QuickBooks Online and EMR systems, collect past tax returns, and outline clear expectations for the onboarding process.
Scrub Call
We reconcile accounts in QuickBooks, include all bank accounts, clarify unclear transactions, and assess credit lines, risk tolerance, and cash management.
First CFO Strategy Call
We align operations with revenue goals, provide actionable insights, and introduce a financial package template for approval or adjustments.
Tax Strategy Call
We create a detailed tax plan based on past returns, providing quarterly strategies, savings projections, and clear implementation deadlines.
Second CFO Strategy Call
We finalize the financial package, deliver a three-year forecast, and focus on long-term business plans or immediate cash flow needs.
Off-Boarding Call
We review onboarding progress, finalize the business plan, and transition to regular bi-weekly or monthly engagements based on your package.
Why Work with Nelson CPAs
At Nelson CPAs, we focus on giving you the support and expertise you need to succeed. Here’s what makes us different:
Regular Meetings and Practical Financial Guidance
We meet with clients often to talk about marketing, operations, and finances.
We help you understand your business by turning KPIs into financial data and providing extensive tax planning, something most CFOs promise but rarely provide.
Decades of Expertise and Deep Industry Knowledge
Our team combines over 10 years of CFO experience in physical therapy with 40 years of tax expertise.
With a CPA license, software engineering background, and hands-on industry knowledge, we’re equipped to solve even the most complex challenges.
Specialized CFO Services for Businesses
Our CFO services are designed for businesses seeking tailored financial expertise.
We offer hands-on support to tackle the unique challenges of growing companies.
FAQ
How does your pricing and fee structure work?
Our pricing is customized based on the unique requirements of your practice. Schedule a consultation, and we’ll provide a detailed breakdown tailored to your needs.
Can I use my own bookkeeper or tax preparer?
Yes, we can work alongside your existing bookkeeper or tax preparer. However, many bookkeepers do not maintain records correctly, so it’s often more efficient for us to handle the books directly.
How often will we meet and collaborate?
Depending on the package, we’ll meet either bi-weekly or monthly to make sure your financial goals are on track.
How do you help clients grow their businesses?
We help businesses secure funding, whether through internal resources or external sources. We make sure their finances can support expansion, provide advice on marketing strategies and campaigns, and offer accounting by location to maintain clear visibility into the business.
What is a fractional CFO, and what do I get?
A fractional CFO is more than just someone who delivers reports. We act as a part-time member of your executive team, ensuring that your business goals are financially viable. If not, we provide actionable insights to align your marketing, operations, and finances with your vision.