Bookkeeping & Financial Controls

At The CEO Within, we believe that businesses deserve bookkeeping and financial support services that help businesses succeed.

Traditional CPAs are focused on ensuring tax deduction maximization: critical for the personal finances of a business owner, but often lack the business management expertise to ensure that, as the owner, you 1) understand your finances and can use your understanding to make smart, strategic business decisions, 2) have appropriate fraud prevention controls in place, and 3) have access to completed financials on a timely basis.

We offer three tiers of financial management support services to meet the needs of any business size or scope, on a virtual basis.

Chief Financial Officer – Financial Strategy, Cash Flow and Financial Forecasts (Including Pitch-deck/finance preparation for entrepreneurs seeking venture capital)

Controller – Financial controls, bookkeeping oversight and review, recommendation for set-up of books

Bookkeeping: Bookkeeping, accounts payable, accounts receivable, and payroll management.

*We recommend weekly bookkeeping management to all clients, either internally or through our services.

At The CEO Within, our strategy is to work with underserved segments of the population including those with disabilities, or who are socioeconomically disadvantaged, and train them in bookkeeping and office support services and other job roles depending on their interests and the work we have available with our clients, to help them gain experience and grow their careers. 

Since we do a lot of intensive training and strive to provide high quality financial support that is highly detailed and more analytical than the minimum that is necessary from a tax perspective, our services aren’t for everyone, especially not the budget conscious. (Bookkeeping starts at $600/month and up).