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Our easy to understand financial forecasting tools combined with active consultation help you make better financial decisions to grow and manage your business. 

Bookkeeping & Accounting | Funding & Capital Raising | Financial Management | Process Outsourcing

  • Improve cashflow, maximize profits, accelerate growth 

  • Increase your confidence in the numbers with easy to understand forecasting tools

  • Streamline processes and operations

Join other business owners and learn how we can help build your business

Our Services

CFO3 Business Services helps companies take the guess work out of financial decision making by providing easy to understand financial & cashflow forecasting tools that help you manage with clarity and have confidence in the numbers

Business Services

Bookkeeping & accounting

Tax returns & gov't reporting

Payroll processing

Credit & lending

Cashflow Forecasting

Rolling cashflow forecasts

Shorten cash receipt cycle

Supplier grading system

Cost containment

Financial Management

maintainable free cashflow

Capital allocation

budgeting & forecasting

Capex / Opex 

Process automation

Talk to us today about how we can help grow your business

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What We Do

We work with businesses of all sizes and stages of growth to provide information and consultation to assist with financial decision making. Our specialty is cashflow management and cashflow forecasting 

 

Free cashflow is the lifeblood of your company and most major decisions that you will have to make will involve an accurate understanding of your cashflow and how you manage cashflow.

Our focus is on three critical items  of your business that every business needs

A clean set of books that are up to date & reliable

Accurate cashflow forecasting

5 year financial forecast

More businesses fail because of lack of cash or lack of understanding of cashflow management than any other reason. 
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Business Services

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CFO Guidance

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Cashflow Forecasting

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Funding & Capital Stack

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Financial Management

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Technology Analysis

Why work with us?

Experience - Over 30 years experience working with professional accounting firms, business consulting firms, international corporations and small business owners. We learned from the best and now offer that experience and education to our clients.

Trusted Business Advisor - We are reliable, responsive & trustworthy. Our job is to get you what you need when you need it. We respect that your business is your pride & passion and we take our responsibility to you seriously

Cost Effective - we provide high level expertise at less than accounting firm & consultant rates. Our services  are a fraction of the cost of a full-time Sr. finance employee.

Value Added Services - We leverage our business experience as entrepreneurs & business owners  to provide our clients with valuable business guidance and financial insight that go beyond the finance solution. we support your business with numbers & knowledge.

What Our Clients Say

Michelle M

I am so thankful to you and the service your company provides. I was stressed about getting setup with my business and felt I didn't have the time to wade through all the options and experience to setup my accounting.  You did the research, setup my company account and got everything up and running. 

Nicole B.

We used CFO3 Business Services to help us straightening out our accounting as we were way behind in data entry and our company was growing fast. Ken stepped in and setup a plan to get us caught up and streamlined so we don't have to worry about falling behind again. 

Paul T.

Due to Covid we needed an emergency loan to help with payroll and business expenses. We didn't qualify for the Government programs but Ken put together a financial plan that satisfied our lender and he worked with us through the entire process.. We are  now working with him  to look at our accounting and other service providers to see where we can save money using his cashflow reports..

Clint W

we had a simple income statement  spreadsheet setup that was not working for our business anymore, we had no idea what our inventory was and where we were losing money. Ken and his team helped us with per item costing, pricing reviews, inventory management and streamlined our data to online accounting platform and setup rolling cashsheets for us so we know how much cash we have.

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