CFO Pro

CFO Level Bookkeeping Services You Can Rely On…

A CFO Bookkeeper is not a COST, but an INVESTMENT, that adds value in excess of what is paid

Trust Worthy

A good CFO Bookkeeper will act as a true “right hand man” to the CEO/ owner.  He will do anything and everything to make that person’s life less stressful and more productive

Experienced

25+ years in the accounting profession starting as a bookkeeper, a financial controller and currently as a professional CFO level bookkeeper

Professional

Many words can describe a professional, but mine are ethical, enthusiastic, experienced, trustworthy, knowledgeable and dedicated

What we Do

We Cover an Array of Individual & Corporate CFO Level Bookkeeping Services

High Value Reporting 

Month end reports that include Financial Statements, 6 month cash rolling forecast, KPI’s and more…

World Class Accounting

It is more expensive each month, but it will pay for itself and then some with higher company valuations, audit proof books, lower taxes, improved cash flow and reduced stress

Internal controls & procedures

Creation and maintenance of Accounting Policies & Procedures along with the design of internal controls.

Get Started

Don’t Let the Complexities of Your Financials Burden You Any Longer

Better processes and procedures, cloud based data room structure, strict GAAP accounting style, General Ledger review and a proprietary tie-out system monthly

Are you a Small to Mid-sized business…

Be ready when opportunity comes…

“Luck is the time when preparation and opportunity meet!”

 

“I can’t believe it took us this long to make the change.  Great work ethics, accurate financials and tie-outs along with the cloud database, so happy that we partnered.  Numbers don’t lie”

Max Marcott, Aquastore NW

“Team players, extremely vested in any task given, passionate about tasks in front of them, true professionals”

Randy Palazzo, Metro Homes

Join Us

Our Clients Are Like Family

We work with our clients as a partner not just as an employee.

Contact Us

 

jeff@cfolevelservices.com

(503) 730-8564

1104 Sunny Ln, Oregon City, OR 97045

M-F: 7am-4pm, S-S: if needed

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