CFO + Accounting Services
Good financial decisions and accounting is the core foundation for every successful business. Often times, business owners are so busy that they neglect this foundation, resulting in financial trouble. Let us step in before you reach that danger zone.
What We Offer
What we do is broken down into two categories: CFO services and accounting. As your fractional CFO, we’ll use data to help you make the best financial decisions. We can also handle your day-to-day accounting so you can do what you do best: run your business. Whether you’re in need of a CFO or our accounting services, we’ll optimize your cash flow and provide long-term solutions to your financial needs.
Our Reliable Services
Fractional CFO Services—Financial Services on Your Terms
Define your KPIs
Find where to save you money
Offer budgeting advice
Accounting Services—You Can Count on Us
QuickBooks Online Setup for starter clients
Bookkeeping Cleanup/catch up services
Reconcile transactions from QBO to bank statements
Accounts Payable/Receivable management
System training (QuickBooks Online)
“I just filed my taxes for the year! Thank you Mai for your bookkeeping services and keeping me on my toes. I was able to deduct over 20k on my taxes.”
Kevin Y., Owner of LoTo Produce LLC
Benefits of Hiring a Fractional CFO
One of the best financial decisions you can make for your business is to hire a fractional CFO—you have someone who’s dedicated to your success, and it’s on an as-needed basis. Hiring a full-time CFO can still get you the results you want, but it’s at a higher cost. We’re all about helping you with your finances, which means saving you money through us.
We provide the best possible financial advice so you get the best possible outcome.
“I recommend Mai Houa’s services to anyone looking for an expert in Finance. She is a joy to work with and builds confidence in those around her. She is a creative leader, skilled communicator, and helpful collaborator. She explains complex financial information to stakeholders at all levels of the organization. Her high level of accuracy and attention to detail consistently produce thoughtful analysis and recommendations. She understands programmatic goals, and the steps required to reach them.
She is a trusted leader in her department, and in the programs for which she provides financial oversight. She leads with integrity – she is honest, trustworthy, and reliable. Her experience and expertise are greatly valued, and I feel safe when I know she is in charge.”
Jennifer A., Former Budget Team