Fractional CFO · Accounting · Tax
The CFO for growing construction firms.
Financial leadership for growing businesses, with the accounting and tax work that supports it. From Bell Works in Holmdel, New Jersey, for clients nationwide.
- 10+
- Years of experience
- 13,000+
- Returns filed
- 34
- States served
- 4
- Countries represented
What we do
Three levels of financial support, from the return to the boardroom.
-
01
CFO services
Fractional CFO advisory
Cash-flow forecasting, budgeting, KPI reporting and a standing seat at the table for the decisions that move your business: hiring, pricing, borrowing and expansion.
-
02
Accounting services
Accounting and controller
Monthly bookkeeping oversight, payroll, reconciliations, financial controls and a clean month-end close.
-
03
Tax services
Tax preparation and planning
Individual and business returns, multi-state filing and year-round planning, prepared and reviewed by our team. Individual returns start at $295, business returns at $495.
We also handle IRS and state tax resolution and coordinate insurance and risk management through licensed partners.
Why a CFO
Bookkeeping looks back. A CFO looks ahead.
Most businesses have someone recording transactions. Few have someone turning those numbers into decisions, and that gap is where growth stalls and cash gets tight.
| Topic | Bookkeeper | CFO |
|---|---|---|
| The question | What happened? | What should we do next? |
| Time horizon | Last month | The next 12 months |
| Cash | Reconciles the accounts | Forecasts cash months ahead |
| Profit | Records income and expenses | Finds where you are losing margin |
| Taxes | Organizes records for filing | Plans taxes all year |
| Big decisions | Not in scope | Models hiring, expansion and borrowing |
Advisory packages
Financial leadership at every stage.
Start with a reliable foundation and add reporting and strategy as the business grows. Each package is scoped to your company, so pricing is set after a discovery call.
| Service | Financial OperationsBuild a reliable financial foundation | Controller & AdvisoryGain visibility and financial control | Fractional CFOExecutive-level financial strategy |
|---|---|---|---|
| Monthly bookkeeping oversight | |||
| Reconciliation and close coordination | |||
| Monthly financial statements | |||
| Financial operations check-in | |||
| Management reporting | Not included | ||
| Budget-to-actual analysis | Not included | ||
| Cash-flow monitoring | Not included | ||
| Monthly advisory meeting | Not included | ||
| Rolling cash-flow forecasts | Not included | Not included | |
| Strategic financial planning | Not included | Not included | |
| Executive KPI dashboard | Not included | Not included | |
| Leadership advisory sessions | Not included | Not included | |
| Pricing by consultation | Discuss | Discuss | Discuss |
Financial Operations
Build a reliable financial foundation
- Monthly bookkeeping oversight
- Reconciliation and close coordination
- Monthly financial statements
- Financial operations check-in
Controller & Advisory
Gain visibility and financial control
- Everything in Financial Operations
- Management reporting
- Budget-to-actual analysis
- Cash-flow monitoring
- Monthly advisory meeting
Fractional CFO
Executive-level financial strategy
- Everything in Controller & Advisory
- Rolling cash-flow forecasts
- Strategic financial planning
- Executive KPI dashboard
- Leadership advisory sessions
Call (518) 291-1295 or book a discovery call to talk through which package fits. More about CFO services.
Industries
Built for how your business works.
Every industry runs on different numbers. These are the ones we watch for the clients we serve.
- Healthcare and medical practices
- Practice profitability, revenue cycle visibility, payroll costs and operating performance.
- Construction and contractors
- Job costing, project margins, working capital and cash-flow forecasting.
- Real estate and property management
- Property-level reporting, portfolio cash flow, budgeting and capital planning.
- Technology and IT
- Recurring revenue reporting, runway forecasts, hiring models and unit economics.
- Professional services
- Utilization, project profitability, staffing economics and financial planning.
How we work
A clear path from complexity to control.
- 01
Discover
We learn your priorities, challenges and goals on a discovery call.
- 02
Diagnose
We review your financial systems, data and the opportunities in them.
- 03
Build
We put reporting, workflows and an action plan in place.
- 04
Advise
We review performance with you each month and guide the decisions ahead.
Client reviews
What our clients say.
“We had a great experience with Dwight at Accurate Tax and Financials! He went above and beyond to help us find the best options for our family. We really appreciate the time he spent with us and made our first visit so easy. We’re excited to come back for our future needs. Thank you, Dwight and team.”
“Accurate Tax & Financials was highly recommended to me. We were in search of a new accountant and were not disappointed. Dwight from our initial conversation was great. He was very detailed in how he explained things to us and is very knowledgeable. My wife and I are very happy with the services we received from him and his staff.”
“Prepared my taxes last year, the environment was comfortable and the staff was professional. I was also very pleased with my refund!”
Virtual first, in person when you want it
Work with us from anywhere.
Secure digital intake, document upload through our client portal and phone or video appointments mean most clients never need to visit. When you would rather meet in person, we are at Bell Works in Holmdel.
Holmdel, NJ 07733 (518) 291-1295 info@accuratetaxandfinancials.com Hours and directions