CFO Help with Cash-Based Bookkeeping

How Evolve CFO can Help with Cash-Based Bookkeeping

As an entrepreneur, there’s a good chance that you didn’t go into your own business to become a bookkeeper or accountant. We know how important this aspect of your business is though, so we have developed the resources to help you with your cash-based bookkeeping tasks. With our help, you will always know where you stand regarding business viability and success.

We offer you the services of a professional team to take hold of your everyday finances. If you want your business to be successful, but there just never seems to be enough hours in the day for all things business related, we can help with that! Whether you have been in business for a while or this is a new startup, we’ve got your needs covered.

We specialize in serving small-to-medium-sized businesses and startups who find themselves anywhere from their idea stage up to early growth stages. Even if your company has yet to hit the ground, we are here to answer your financial questions.

Finances Made Easy

There is no day off when you are starting a business. Even if you’ve been out there for a few months, one of the most important aspects is to keep track of and manage your accounting, tax, and financial management daily.

However, you may not want to be the person handling the books, it is critical but can be very time-consuming for a business owner. Even using a software program for your bookkeeping yourself can be overwhelming. Instead, let an experienced financial team take the reins and help put your business finances on the right track.

We work with startups and businesses in their early growth stages. For an affordable fee every month, we can be your trusted partner and your complete back office and financial advisor.

What Value We Give Your Business

Get a Dedicated Account Manager

You can breathe easy when you leave your finances to our EvolveCFO team. All of your financial services are handled by our team members, all of whom have expertise in the needs of a business just like yours. All of your cash-based bookkeeping is governed by our real-life accountants.

Industry-specific Reporting For Your Business

We create a platform for your specific needs and industry. As your company grows, we scale that platform for even more success. It’s vital to your business that someone is acting as CFO.


When one of our accountants works with your business, they will monitor your financials and ensure that all compliance documents are in order and accurate. When you have questions, we are always available to give you answers. We want to ensure that everything is transparent to you and that you understand what is happening in your own business.

Accounting System Setup

We manage your bookkeeping in Xero and QBO, giving you access to all your financials. You can stay up to date on your monthly performance. Cash-based bookkeeping, along with our advanced financial CFO support, is built to scale for your company.


Federal, state, and local tax laws are increasingly complex, and there is too much to know for most startup. Our accountants can ensure that things are done right, so that your small business is in compliance with all laws and policies.

If you are going to be working with other companies, whether for funding or stock options, they will want to know you don’t have any compliance issues. An experienced accountant acting as your CFO will ensure you are good to go.

Due Diligence

Compliance and due diligence are vital to your company as your startup seeks to partner with outside businesses. Any company investing in your business will conduct in-depth due diligence, often using its team of experts.

With us as your partner, our team is always available to answer questions and explain your financials. This is an invaluable part of any negotiation. Always believe that greater things are waiting for your business and that they can happen!


In addition to completing your regular business tax returns, you will always want to be on the lookout for tax incentives, such as available tax credits. To be successful at acquiring tax credits, such as the research & development tax credit, you will need to seek out all documentation, as well as related expenses. For complicated processes such as these, you need an accounting expert to help you through it all.

Financial Advice

There is so much to know and to learn when you are starting in any business. Questions you may not know the answers to will pop up all day long and you need to know what answers will solve your financial problems that arise. When you employ one of our accountants as your CFO, they can help you forecast, analyze key performance indicators (KPIs), and develop a financing strategy. Your accountant will show you the “big picture,” which helps you set realistic and reachable goals.

Our Specifics Just For You

Here are a few of our services:

Let Us Work For You

EvolveCFO is one of the best, most reliable accounting, tax, and financial management systems you need if you are a startup or an early-stage entrepreneur.

Let our team work with you to make your life easier. After all, you are a busy business entrepreneur with no time to lose!