Fractional CFO and Bookkeeping Services for Growing Businesses
CFO-level financial guidance and full-service bookkeeping, delivered virtually to businesses nationwide. We handle the numbers so you can focus on running your business.
20+ years in finance • Operating since 2012 • MBA
Sound Familiar?
These are the problems that bring most business owners to us. If you're dealing with any of them, we can help.
Outgrowing DIY Bookkeeping
You handled the books yourself when the business was smaller. Now it takes up time you should be spending elsewhere. We take over the financial work so you can get back to what you do best.
Need CFO-level Strategy
You have questions about growth, cash flow, and financial strategy. But hiring a full-time CFO doesn't make sense for a business your size. We bring that expertise on a fractional basis.
Cash Flow Confusion
Money comes in, money goes out, but you're not clear on where you actually stand. Next month is even hazier. We build forecasts and deliver monthly reports that show you exactly where the business is headed.
Months Behind on the Books
Reconciliations keep getting pushed off. Transactions pile up. When you finally sit down to catch up, hours disappear. We handle the monthly bookkeeping and keep everything current.
Year-End Scramble
Every tax season, you're pulling together records at the last minute while your accountant waits. We keep your books clean all year so year-end is just a simple handoff.
Making Decisions Blind
Pricing, hiring, equipment purchases, loans. You're making these calls without clear financial data to back them up. We provide the analysis and projections you need to decide with confidence.
Why Work With Us
CFO-level experience, small firm attention. We bring serious financial expertise to small and midsize businesses without the overhead of a big firm.
20+ Years in Finance
Vin Daniels has spent more than two decades in finance across government and private sectors. From auditing municipalities to managing multi-million dollar budgets. That depth of experience shows up in the work we do for clients.
Based in New Jersey
We're located in Ocean County, NJ and work virtually with clients across the country. When you call, you talk to Vin directly. The personal attention is the same wherever you are.
Active CFO Experience
Vin currently serves as CFO for a public school district, overseeing a $40 million budget. That hands-on financial leadership informs everything we do for our private clients.
Operating Since 2012
We've been doing this work for over a decade. The business started by helping a friend and grew through referrals. Most clients still come to us that way.
Services
From monthly bookkeeping to fractional CFO and advisory services for small businesses. We cover what growing companies need.
Fractional CFO
Part-time CFO-level support for your business. Cash flow forecasting, financial analysis, strategic planning, and ongoing guidance without the cost of a full-time hire.
Full-Service Bookkeeping
We handle your books every month. Transactions categorized, accounts reconciled, and reports delivered so you can focus on running your business.
Catch-Up Bookkeeping
Cleaning up and organizing past months or years of bookkeeping so your records are accurate and current.
Bill Payment
Managing accounts payable so bills get paid on time, with tracking, scheduling, and recording.
Invoicing
We handle your accounts receivable so invoices go out on time and payments get tracked. You focus on the work.
Payroll System Setup & Training
A one-time project to configure your payroll system correctly and train you to run it yourself. You walk away ready to handle payroll independently.
Full-Service Payroll
We run payroll every pay period, handle tax deposits, file quarterly returns with the IRS and state, and prepare year-end W-2s for your employees.
1099 Preparation
Preparing and filing 1099 forms for contractors and vendors so you stay compliant and avoid IRS penalties.
QuickBooks Online Setup & Training
We configure QuickBooks Online to match your business and train you to use it properly. You get a clean starting point and the knowledge to maintain it yourself.
External Controller
A second set of eyes on your books. Oversight, review, and financial reporting support for businesses with in-house accounting staff.
Budgeting & Cash Flow Forecasting
Build an annual budget and project your cash flow so you know what's coming, spot shortfalls early, and make better decisions about spending and growth.
Financial Strategy
Analyzing your financial data to guide decisions about growth, profitability, pricing, and where to put your resources.
Industries
We work with businesses across the country, each with their own financial needs.
Construction Companies
Construction & Trades
Profitable construction requires accurate job costing. We track labor, materials, and subs by project so you know your real margins before bidding the next one.
Electrical Contractors
Construction & Trades
Service calls and project work have different margins. We track labor, materials, and subs by job so you know what each type of work actually earns.
Engineering Firms
Professional Services
You bill by milestone but costs accrue continuously. We track project profitability and work-in-progress so you see the real numbers before the project closes out.
Event & Party Hosting
Hospitality & Events
Deposits aren't profit until the event happens. We track what's earned, what's owed, and what each event actually costs.
Film & Video Production
Media & Creative
Every production is its own profit center. We track costs per project, manage your 1099 contractors, and help you see which jobs actually made money.
Hair Salons
Health & Wellness
Booth renters vs employees, tip tracking, and retail sales all complicate the books. We sort it out.
Healthcare Staffing Agencies
Health & Wellness
Your margin lives in the spread between bill rate and pay rate. We track it so you know what you're actually keeping.
HVAC Contractors
Construction & Trades
Heating, ventilation, and air conditioning contractors handling installation, repair, and maintenance.
IT Services & Support
Professional Services
Mixed revenue streams from managed services, projects, and hardware sales require proper revenue recognition and margin tracking.
Law Firms
Professional Services
IOLTA trust accounting kept separate from operating funds, reconciled monthly to state bar standards. Client retainers tracked by matter so you know exactly what's earned and what's held.
Medical Equipment & Consulting
Health & Wellness
Equipment sales and consulting work require different accounting. We track inventory, COGS, and service revenue so you know your real margins.
Membership Organizations
Membership & Nonprofit
Professional associations and membership organizations, including those that run conferences and events.
Physical Therapy Practices
Health & Wellness
You bill insurance, wait thirty days, and get paid less than expected. We track what happens in between.
Short-Term Rental Management
Hospitality & Events
Income flows through multiple platforms to multiple properties. We reconcile every payout and track every expense by unit so you know which rentals are actually profitable.
Training Providers
Professional Services
Deferred revenue tracking, course profitability analysis, and corporate contract billing for training companies and professional development providers.
20+
Years in Finance
2012
Year Founded
$40M+
Budgets Managed
What Clients Say
Here's what clients share about working with us.
"Vin saved my business! No joke. When I started contracting Vin to handle my business' books in 2012 he clearly opened my eyes to the issues in our financial picture and helped create a budget and plan to become profitable. Money was coming in but I had no idea we were losing thousands of dollars per month. Things weren't as good as I thought at that time.
Finance is my least favorite thing about being self employed and running a business, and to be honest I still don't completely understand how to "do the books" right. But that's what Vin excels at and he does an excellent job for a very reasonable price. I trust his work 100% — and our accountant does too.
In business, saving money is just as important as making money, so having Vin reconcile our books quarterly saves my business over $2000 a year as opposed to having our accountant do it. We always have a clear picture of our financial situation and our accountant actually comments how easy he makes their job. Thanks Vin, I don't know where I'd be without you!"
Brian Gagliana
Greenlight Surf Supply
"I am at the end of my career but have had my own business for over a decade. Without any financial experience I was lost at how to keep track of my income and expenses to see when and where I was for each project and how much I would make, or in some cases lose.
Vin helped put together spreadsheets so I could easily track each project and gave great insight on how to budget for each project and the business overall. He handles all of my books now and the finance part of my business is not something I need to be concerned with. Everything is easy to see and I can communicate with him any time with very quick responses. I don't know how I did my job without someone like Vin as a part of the business."
Joe Handoga
Handoga Built Homes
"I can't emphasize enough how much Vin has helped me and my company. He's incredibly reliable and honest! I recommend him all the time because he has so much experience and can assist businesses of any size."
Julie Cardoso
Universal Ultrasound
"I'm a small business owner in New Jersey, and Vin has been a huge asset to me with the bookkeeping side. I even brought him on to do extra financial work for me as I grow my business. He always has my P/L done early in the month, is very easy to get in touch with, and my accountant has linked up with him and sent him many clients as well because he is so on it."
Shane Capone
Activate Physical Therapy
Fractional CFO & Bookkeeping
The Next Step:
Let's Talk About Your Business
Tell us about your business and what's on your plate. We'll listen, ask a few questions, and give you a clear picture of how we can help.