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Services

Helping companies grow with clean, organized finances through weekly updates, monthly financial closes, and actionable performance insights. Our foundation is built on strong books to then deliver accurate tax and CFO services.

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Bookkeeping

Up to date, organized, clean bookkeeping, delivered on time with great quality each month. We update our clients books weekly and send them their P&L at the start of each new month.

Financial Analysis

Stop guessing on the details of your business. Our financial experts will comb through you P&L  and share how you are doing, what can be improved and what should be adjusted.
Due to our insights from thousands of companies, we know how you should be structuring your company. 

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Advisory

Business is hard, we’ll make it easier by providing experts to work with you to implement our recommendations and provide you with monthly insights into your business.

Tax Preparation

We handle annual tax filings for individuals and businesses, and make sure it is done both accurately and efficiently.

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Tax Consulting

We work with individuals and businesses so they understand how to save money on taxes, grow their business, and how their business should be valued.

Fractional CFO

Cash Flow Forecasting and Management: Gain control of your finances with customized cash flow forecasts, helping you plan for growth and manage vendor or customer fronting challenges.

Strategic Financial Planning: Collaborate on budgeting, profitability analysis, and long-term forecasting to align your financial strategy with business goals.

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Custom Financial Dashboards: Build reporting dashboards tailored to your business, featuring meaningful KPIs and metrics to drive data-informed decisions.


Recurring Financial Oversight: Regular strategic meetings to review performance, refine plans, and tackle financial challenges as they arise.


Business Insights and Analysis: Go beyond the numbers with expert analysis that identifies trends, uncovers opportunities, and mitigates risks, helping you act decisively.

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Accounts Receivable

We manage invoicing, track payments, and reduce outstanding balances to ensure timely collections and a steady cash flow.

Accounts Payable

From processing invoices to scheduling payments, we handle your payables to avoid delays, late fees, and maintain vendor trust.

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How Does It Work?

Free Consultation

The first step you can take is scheduling a Free Consultation with the 8F team to determine if we're the right fit for each other.

Financial Review

If you enjoy the consultation, and it meets the criteria, then we find time to kickoff our engagement. We begin by understanding of your company financials and reviewing what is currently available to build a plan of engagement.

Update Company Books

If needed, we will conduct a one time financial set up to bring your company financials and books to IRS & accounting standards.

Monthly Bookkeeping

After onboarding & setup, we roll our engagement into a retained service, providing weekly bookkeeping and your monthly P&L delivered to you the first week of each month.

Monthly CFO services

With accurate financials, we help you hit your monthly and annual financials goals with the help of our expert CFO team.

Tax Services

Start the new year strong by filing your taxes accurately and on team by a trusted CPA.

Here's What They Have To Say

Curious about what other 8F clients have said about our work? Scroll no further, and take a peek at some of our top performers below.

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