Accounting & Bookkeeping
Financial Statement Compilation
Formally compiled financial statements prepared to AICPA standards: the version a bank, landlord, bonding agent or investor will actually accept.
Accounting & Bookkeeping
Outsourced CFO & Controller
Senior financial leadership without a senior salary: forecasting, margin analysis, and someone in the room when the decision actually matters.
MonthlyStanding strategy meeting
13-weekRolling cash forecast
$1M–$15MTypical client revenue
What is outsourced cfo & controller?
An outsourced CFO, also called a fractional or virtual CFO, provides senior financial leadership on a part-time, ongoing basis, at a fraction of the cost of a full-time hire. The role is forward-looking: cash flow forecasting, pricing and margin analysis, budgeting, KPI reporting, and support through financing, hiring and expansion decisions. Kingsley Accounting Group delivers this as a monthly engagement with a standing meeting, typically for businesses between $1M and $15M in revenue where the owner is making decisions that are now too expensive to get wrong.
Sound familiar?
These are the situations that bring people to this service most often.
You are profitable on paper and still tight on cash, and cannot explain the gap.
You do not know which products, services or clients actually make money.
You are about to borrow, hire or expand and are guessing at whether you can afford it.
Nobody looks at the numbers with you: you just receive them.
What’s included
Every engagement covers the following as standard. Nothing here is an upsell.
- 13-week rolling cash flow forecast, updated and reviewed with you monthly
- Margin analysis by product, service line or client: where the money really comes from
- Annual budget and quarterly reforecast built with you, not handed to you
- KPI dashboard tracking the handful of numbers that actually drive your business
- Pricing reviews grounded in real cost data rather than what competitors charge
- Financing support: lender packages, projections and sitting in on the conversation
- Break-even and scenario modeling before you commit to hiring or expansion
- A standing monthly meeting with a named senior accountant who knows your business
How it works
Baseline
We build the current picture: unit economics, true margins, cash conversion cycle, and the constraints you are actually operating under.
Model and plan
Forecast, budget and KPI set are built collaboratively, so you understand the assumptions well enough to challenge them.
Meet monthly
Numbers land before the meeting. The meeting is spent on decisions, not on reading reports aloud.
What you receive
Rolling cash forecast
Thirteen weeks out, refreshed monthly, so surprises arrive with notice.
Margin map
Profitability by line and by client, usually the most uncomfortable report we produce.
Decision memos
Written analysis for the big calls, so the reasoning survives the conversation.
Frequently asked questions
A bookkeeper records what happened. An accountant reports and files on what happened. A CFO uses that history to change what happens next: forecasting, pricing, financing and capital allocation. The work is forward-looking, and it assumes the historical records are already reliable.
Our outsourced CFO engagements generally run $1,500 to $4,500 per month depending on scope, meeting cadence and reporting depth. That compares with $180,000 or more in total cost for a full-time CFO hire in the Miami market.
Yes, forecasting on unreliable data is worse than not forecasting at all. If your records need work we address that first, either through our bookkeeping service or a one-time cleanup, and we will say so plainly rather than billing you for analysis built on sand.
Engagements are monthly with a 60-day notice period. We ask for a three-month minimum only because the first month is largely baseline building, and you should judge the value on the work that follows it.
Related services
Often needed alongside this.
Tax Services
Tax Planning & Strategy
Proactive planning through the year, because by the time the return is being prepared, almost every lever has already been pulled.
Accounting & Bookkeeping
Small Business Bookkeeping
Monthly bookkeeping that keeps every account reconciled, every transaction categorized correctly, and your numbers ready whenever you need them.
Ready to talk about outsourced cfo & controller?
Book a free 20-minute consultation. No pitch, no obligation: just a straight answer about whether we can help and what it would cost.