Part-Time CFO Services

Turner Accounting & Technology Group – provides a broad range of outsourced part-time CFO services and operational support to established companies and startups within the San Francisco Bay Area,  Silicon Valley, Sacramento, and Santa Monica

Contract / part-time CFO services
  • Profit analysis & improvement
  • Cost & cash flow management​
  • Capital raising (VC & bank)
  • Financial & operational reporting
  • Strategy development & profit improvement
  • KPI (Key Performance Indicators) & metrics tracking
  • Business process design
  • Custom growth strategy development

ACCOUNTING & BOOKKEEPING

Turner Accounting & Technology Group – provides accounting & bookkeeping services to small businesses and startups.

Oversight by an experienced CFO is provided as needed.

​   Financial & management reports

  • KPI Reports & tracking

  • Revenue recognition  

  • Cash flow management

  • Accounts payable (A/P): Invoice management, vendor management, etc.

  • Accounts receivable (A/R): Billings, invoice generation, etc.

  • Employee payroll

  • Customer billing & invoicing

  • Sales tax filings & compliance

  • Legal filings

  • Bank reconciliations

  • Treasury and cash management

  • Relationship management with banks and lenders

  • Internal controls & process management

  • Shareholder reports

  • Board reports & presentations 

provides accounting & bookkeeping services to small businesses and startups. Oversight by an experienced CFO is provided as needed.

  • Financial & management reports

  • KPI Reports & tracking

  • Revenue recognition  

  • Cash flow management

  • Accounts payable (A/P): Invoice management, vendor management, etc.

  • Accounts receivable (A/R): Billings, invoice generation, etc.

  • Employee payroll

  • Customer billing & invoicing

  • Sales tax filings & compliance

  • Legal filings

  • Bank reconciliations

  • Treasury and cash management

  • Relationship management with banks and lenders

  • Internal controls & process management

  • Shareholder reports

  • Board reports & presentations 

Business Plan Service

Professional, business plans with complete financial and marketing analysis.

Accounting software & Third-Party apps.

We use great bookkeeping software and third-party software such as Bill.com, Expensify, QuickBoooks, Xero, NetSuite and others to streamline your business.

 

Cleaned up QuickBooks desktop accounting data, properly setup cost accounting. Configured Tsheets a 3rd party job costing/billing software solution for contractors.