Small Business Essential Services

What Business Essential Services Can Do For You

As your trusted partner, we provide the clarity, consistency, and confidence you need to make informed decisions, improve cash flow, and build a strong financial foundation for sustainable growth.

Our services are tailored for small businesses ready to elevate their financial operations with advanced expertise beyond traditional bookkeeping. We deliver accurate financial reporting, actionable insights, and strategic guidance to position your business for long-term success.

Currently available by invitation only, our Small Business Essentials program is designed for businesses looking to streamline operations and grow with confidence.

Explore how our Small Business Essentials can unlock your business’s full potential, below.

strategic cash flow

Cash Basis Financials: Keepin' It Clean & Clear

Cash is king, and we make sure your books reflect that. We track, reconcile, and categorize your cash and credit card transactions, ensuring your financials are as clear as a Florida day. With everything neat and tidy, you’ll always know where your business stands, without lifting a finger.
Transforming Numbers Into Insight

Payroll Processing:  Set It, Forget It, We’ve Got It

From wages to taxes and everything in between, we’ve got payroll on lock. We handle the math, the deductions, and the direct deposits so you can sit back and relax (or, you know, focus on running your business). Think of us as your behind-the-scenes payroll pros, keeping things accurate, compliant, and stress-free.
beyond a budget

Taxes Without the Tension: Stress-Free Filing

Tax season? Bring it on. We’ll prep, file, and make sure your business tax returns are buttoned up and compliant, no sweat. Our team knows all the tricks of the trade (the legal ones, of course) to help you minimize your tax burden and keep Uncle Sam happy.
securing your funding

Financial Reporting That Talks the Talk (and Walks the Walk)

Say goodbye to financial guesswork. Our monthly reports give you the lowdown on your balance sheet, income statement, cash forecast, and key metrics. Plus, our MD&A takes it further by translating those numbers into clear, actionable insights—no accounting jargon, just straight talk to help you make smarter moves.
navigating compliance

Cash Flow Forecasting: The Crystal Ball for Your Business

If only you could predict the future... well, now you sort of can. Our cash flow forecasts give you a heads-up on your financial outlook, helping you plan ahead, avoid surprises, and spot new opportunities. Consider it your financial crystal ball, minus the mystical mumbo jumbo.
Seamless systems

Key Metrics That Matter: Numbers You Can Actually Use

Metrics might sound like a snooze, but they’re your business’s secret weapon. We dig into the data to give you the metrics that matter—gross profit margin, days cash on hand, and more. No complicated spreadsheets, just easy-to-understand insights that tell you how your business is really doing, so you can make decisions that drive results. Think of it as your business’s pulse check, minus the stethoscope.
You know who you are - the entrepreneur who tirelessly pours everything into your business, wearing a dozen different hats before lunch (wait, are you even eating lunch?!). You’re the one who makes the sacrifices, puts in the long hours, and does whatever it takes to keep things running smoothly.

Our Small Business Essential Services are designed for you, the do-it-all dynamo looking for comprehensive financial support without the need for a full time Finance Team.

Want everything you need, delivered with the same dedication you bring to your business every single day - so you can focus on what you do best? Of course you do.

About Our Pricing

Pricing for The William Stanley CFO Group‘s services vary based on an organization's unique circumstances, including size, complexity, and existing Finance Department. No matter the circumstance, we strive to deliver exceptional value with tangible returns, tailoring our offerings to perfectly match your organization's specific needs.

We find that Small Business Essential Services are best suited for the every day heroes, with:

  • Annual Revenues Between $1M and $3M
  • Fewer Than 5 Employees
  • Cash Basis Financials

And, you're looking for comprehensive financial support without the need for a full time Finance Team.

Want the support you deserve, delivered with the same commitment you show every day - so you can keep driving your business forward?

Packages are tailored to your business's unique needs, and start at $1,500 per month.

Pricing
Sound Good?
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Frame of Reference

One Stop Shop

Full Charge Bookkeeper

The Full Charge Bookkeeper is often leveraged by small business owners, usually functioning as a one stop shop, generating Accounts Receivable, processing Accounts Payable, creating cash basis financial reports, and handling other day to day financial activities. The Full Charge Bookkeeper typically reports directly to the proprietor.

  • 3+ Years Experience
$65k - $95k

Salary + Bonus + Burden

Grinder

Senior Accountant

The Senior Accountant leads month end close, reconciling balance sheet accounts, ensuring transactions are properly recorded, before producing accrual based financial statements for secondary review. The Senior Accountant typically reports to the Controller, and is one of several accountants on the team.

  • Bachelor's Degree in Accounting
  • 5+ Years Experience
$100k - $115k

Salary + Bonus + Burden

Super Grinder

Controller

The Controller leads and directs the accounting team and corresponding functions, establishing and maintaining the organization's systems, procedures, and policies. This highly specialized role, also responsible for treasury and external financial reviews and/or audits, reports directly to the CFO, and is integral to the Accounting Department's overall success.

  • Bachelor's Degree in Accounting
  • CPA Preferred
  • 10+ Years Progressive Experience
$175k - $250k

Salary + Bonus + Burden

Finance Guy

Director of FP&A

The Director of Financial Planning and Analysis leads and directs the annual budgeting, forecasting, and strategic business analysis, developing insightful suggestions to facilitate strategic business decisions. This highly specialized role, often also responsible for various forms of automations and Business Intelligence, reports directly to the CFO and is integral to the Finance Department's overall success.

  • Bachelor's Degree in Accounting or Finance
  • Master's Degree Preferred
  • 8+ Years Experience
$175k - $250k

Salary + Bonus + Burden

Partner

Chief Financial Officer

The Chief Financial Officer develops and implements the company's financial strategy, hedging risk (including ins & legal), and managing controls, capital, and treasury. Over the years, the CFO's role has evolved beyond "just the numbers" to that of an integral business partner and facilitator. Reporting directly to the CEO, the CFO is responsible for operationalizing the CEO's vision.

  • Bachelor's Degree
  • Master's Degree + CPA Required
  • 15+ Years Progressive Experience
$300k - $500k

Salary + Bonus + Burden

Customized Financial Expertise

So, now you know. Hiring full-time finance professionals - Bookkeepers, Senior Accountants, or Controllers - requires significant financial resources. We understand that many organizations simply don’t have the budget for such positions yet still require comprehensive financial support to thrive.

That’s where our Small Business Essential Services come in. We offer comprehensive, tailored solutions that deliver exceptional value by combining the most critical functions of a full finance team - all designed specifically for businesses like yours.

Partnering with The William Stanley CFO Group means tapping into our extensive expertise, industry knowledge, and strategic insights - without the burden of hefty salaries and benefits packages. We are committed to delivering optimal value and meaningful returns, ensuring your organization is positioned for success.

Ready to gain clarity and confidence in your financial future? Contact us today to learn how The William Stanley CFO Group can provide the customized solutions your organization needs to thrive in today’s competitive landscape.

Sound Good? Let’s Talk.
CONTACT US TODAY

Contact Us

We’d love to hear from you so we can provide you with an experienced CFO perspective you can trust. Fill out the form or give us a call at (813) 710-9327. We’ll be in touch with you shortly to discuss your business needs.

    Tampa Bay Chamber Small Business of the Year Winner Startup

    1315 S Howard Ave Suite 201,
    Tampa, FL 33606
    (813) 710-9327

    Email:
    [email protected]

    © 2024 The William Stanley CFO Group. All rights reserved.