Financial Leadership for Growing Businesses
For owners who have outgrown their bookkeeper or existing accounting software
How I Work
In one week I review your books and score your business on the Financial Confidence Scorecard™. You get a score out of 100, three priorities for the next 90 days, and a fixed quote for any cleanup. $500, credited toward the next step.
Step 1: Financial Reality Assessment
Step 2: Books Cleanup
Step 3: Ongoing Financial Leadership
If the numbers cannot be trusted yet, I fix them for a fixed fee agreed before work starts: reconciled accounts, corrected balances, and statements you can hand to a lender.
A monthly retainer from $1,500. We meet every month to make decisions from current numbers, and we re-score every quarter so you can see the progress.
Accounting Systems
Choosing and moving to the right accounting system, whether QuickBooks, Xero, Sage Intacct or an ERP system suited to your industry, with banking, payroll, inventory and reporting connected in one place.
Why the Fee Is Lower
I use AI for the preparation: scanning ledgers, building forecasts and drafting reports. My time goes to judgment, and I review every number before you see it.
“Accounting is the language of business”
– Warren Buffet
You Work With Me Directly, Every Month
I’m Cedric Reingold. For 40 years I have led finance for manufacturers, construction firms, start-ups and consumer goods companies.
Today I work as a fractional CFO for a small number of owner-led businesses, for a fixed monthly fee. I take on no more than ten clients at a time.
Does this sound familiar? You are not sure your numbers are right. You know what you sold last month, but not what you made on it. Your bank, your CPA or a buyer wants statements you cannot produce. QuickBooks has reached its limit. That is where I start.
What a Monthly Retainer Includes
A fractional CFO you deal with directly
A Monthly Decision Session built on current numbers
Review of your monthly close and financial statements
A 13-week cash forecast and KPI dashboard
Review and adjustments of the general ledger for accuracy
Margin analysis by product, job or customer
Review and analysis of inventory on hand leading to improved cash flow and inventory levels.
A quarterly Financial Confidence Scorecard update
Lender and board reporting when you need it
Contact Us
info@webaccountingsolutions.com
(847) 579-9223