Our Services

CFO Shield prides itself in helping clients to solve the challenges of the day.  Our service offerings are designed to help companies gain efficiencies as well as improve accuracy.  We do not operate on a one size fits all basis.  All of our services are ala carte and this approach allows us to take a customized client-centric approach.  See below for in-depth descriptions.

Bookkeeping Services for Small Business Owners
Tracking and organizing the financial data you cannot live without

The team of experts at CFO Shield provide full-service bookkeeping for small to medium-sized businesses. Accurately tracking the transactions of your business is critical to success. But the time needed to do this is overwhelming and not realistic for most business owners. Outsourcing your bookkeeping can result in more detailed, accurate financial reports and more time back to you to focus on other elements of the business.


Payroll Services for Small Business Owners 

A Full-service payroll solution for your growing business

Payroll is one of the most overwhelming tasks a small business owner faces. The process is time-consuming, and a simple error can result in unhappy employees and even worse, expensive fines. Many businesses turn to cloud-based payroll services that still require the business owner to spend hours processing payroll and tracking reports. At CFO Shield, our experts handle the entire payroll process for you, customizing a system that suits your needs now and remains scalable for your business in the future.

Accounts Payable Services for Growing Businesses

As your company grows, the more challenging it becomes to keep up with your accounts payable. Entrusting the experts at CFO Shield with your business’ accounts payable is a step toward a more streamlined financial practice for your company.  Not only can we augment your current process, we can make it more efficient now and with future growth.


CFO Shield Financial Dashboard

Taking the next step to understanding all aspects of your business.

As Plato said, “A good decision is based on knowledge and not on numbers.”  You won’t learn the financial health of our business by staring at a page full of numbers. As a business owner, you need to understand all the financial aspects of your business beyond the numbers. You need to understand the meaning of the numbers and how they are impacting your business.  The customized dashboards at CFO Shield break down every transaction into easy-to-understand reports that can help steer your company to success.

CFO-On-Demand Services

As a business owner, you recognize the importance of your company’s financial well-being. Also, as a business owner, you do not have time to accurately track all the many aspects that impact the bottom line. You need expert assistance and that is what CFO Shield’s CFO On-Demand Services can provide. Our seasoned professionals become your strategic partner to restore, track and improve the finances of your business. By implementing proven systems and reporting, you will be able to more accurately understand the season you are in and create better plans for the future.