Our Services
Financial Services for Business Owners & Families
At Platinum CFO and Accounting, we offer a comprehensive suite of services tailored for clients with complex financial lives, while also providing essential accounting support for businesses with more straightforward needs. Our team delivers strategic advisory, precision bookkeeping, and operational support across both business and personal finances. Every service is customized to your unique structure, goals, and expectations.
Whether you are scaling a company, managing multiple entities, or navigating a personal financial transition, we provide clarity, confidence, and execution at the highest level. And if you’re simply looking for reliable, accurate bookkeeping so you can focus on growing your business instead of managing the books, we’ve got you covered there too.
Fractional CFO Services
Strategic financial leadership for growth, profitability, and long-term success. Our fractional CFO services help you lead your business with data-backed clarity and make high-impact decisions with confidence.
- Financial forecasting and planning
- Cash flow and working capital management
- Budget-to-actual analysis with actionable recommendations
- Exit or acquisition readiness planning
- Scenario modeling and board-level reporting
- Executive-level strategy without the cost of a full-time CFO
Outsourced Accounting
Comprehensive accounting support for business owners and family entities. We ensure your accounting foundation is strong, compliant, and designed for growth.
- Full-cycle accounting and month-end close
- Financial statement preparation and management reporting
- Internal controls and process improvements
- Audit support and compliance coordination
- Ongoing collaboration with legal and tax professionals
Bookkeeping and Bill Pay
Reliable, accurate financial management for daily operations. Our team keeps your finances organized, freeing you to focus on the bigger picture.
- Financial forecasting and planning
- Cash flow and working capital management
- Budget-to-actual analysis with actionable recommendations
- Exit or acquisition readiness planning
- Scenario modeling and board-level reporting
We help you get organized and ready to file, without the stress. Our team supports you by preparing a detailed net worth statement, gathering and organizing your tax documents, and coordinating with your CPA, attorney, or advisor to ensure everything is accurate and on time. Think of us as your behind-the-scenes tax prep partner, so you’re ready when it’s time to file.
- Detailed net worth statement with investment and holding summaries
- Organized tax document collection and preparation
- Estimated tax payment tracking
- Entity-level tax support and documentation
- Coordination with your CPA, attorney, or family office
- Secure digital storage and deadline tracking
Guidance through high-stakes transactions, informed by our own experience as founders. We help you navigate every step of a business purchase or sale with clarity and control.
- Financial due diligence and transaction prep
- Quality of earnings and financial clean-up
- Valuation insight and buyer-seller alignment
- Post-sale financial transition support
- Coordination with attorneys and tax advisors
Entity Management and Compliance
Hands-on support to keep your businesses and entities in good standing. Our proactive process ensures nothing slips through the cracks.
- Annual renewals for LLCs and corporations
- State filings and registered agent services
- Structuring reviews and documentation audits
- Compliance calendar and deadline tracking
- Centralized, secure digital records
Family Office Services
Personalized solutions for high-net-worth families with multi-entity wealth. We bring clarity and structure to even the most complex financial households.
- Consolidated net worth and performance tracking
- Personal bill pay management
- Trust and entity accounting
- Household payroll and vendor coordination
- Financial education and intergenerational planning
- Transition support for inheritance, divorce, or life events
- Executive-level strategy without the cost of a full-time CFO
Ready to Get Started?
If you’re ready to stop guessing and start leading your finances with clarity, we’re ready to help. Book your free consultation today and see what it’s like to work with a true financial partner.