Outsourced CFO and Accounting Services
Outsourced CFO and accounting services give your business a complete finance department without the cost of building one in-house. You get strategic financial guidance and daily execution under one roof, with one team that knows your business by name.
The Problem with Doing It All Yourself
You started your business to do meaningful work, not to reconcile bank statements at midnight. But for too many business owners and non-profit leaders, that’s exactly where things end up.
You’re the Reluctant CFO
You wear the finance hat because no one else can. You make decisions based on gut instinct because your books are months behind. The financials that should guide your strategy are the last thing you have time for.
Your Current Providers Aren’t Solving it
Maybe your CPA gives you a tax return once a year and treats you like a low-priority client the other eleven months. Maybe your bookkeeper records transactions without ever telling you what any of it means.
Your Systems Can’t Keep Up
You’ve outgrown your QuickBooks setup. Reports don’t match reality. The whole financial infrastructure feels like it’s held together with duct tape.
The Real Cost is What You Can’t See
It’s the decisions you’re not making because you don’t have the financial clarity to make them. It’s the growth you’re leaving on the table because no one is looking ahead for you.
Five Services Under One Roof
Outsourced CFO and accounting services from Rock Solid Financials bring together five integrated services into a single, coordinated financial operation. This isn’t five separate vendors doing five separate things. This is one team with one shared view of your finances, working together so nothing falls through the cracks.
Fractional CFO Advisory
Strategic financial leadership for your business: cash flow forecasting, budgeting, board reporting, and guidance on major decisions.
Outsourced Accounting
Complete month-end close, financial reporting, and controller-level oversight from a dedicated team.
Bookkeeping
Accurate transaction management, reconciliation, and general ledger maintenance. Clean books are the foundation of everything else.
Payroll Services
Reliable processing with built-in tax compliance, integrated directly with your accounting so every dollar is tracked automatically.
Tax Support
Year-round clean books make tax preparation smooth and stress-free. Tax support is a complementary extension of the accounting work we already do.
The power of this model is integration. When your bookkeeper, controller, and CFO advisor all work on the same team, communication is instant, handoffs disappear, and you get one consistent financial picture instead of fragments stitched together from three different vendors.
What Our Clients Experience
When the right outsourced CFO services are in place, the transformation is tangible.
Clarity Replaces Confusion
Clients who once dreaded looking at their financials now look forward to their monthly reporting calls. The numbers make sense. The reports are timely. And every data point comes with context, so you always understand what’s driving your performance and where to focus next.
Time Comes Back
The hours you used to spend reconciling accounts, chasing down payroll issues, and preparing for board meetings come back to you. Our clients consistently tell us they’ve reclaimed 10 to 20 hours per month that they now spend on operations, strategy, or simply being present with their families.
Decisions Get Better
With clean data and a CFO-level advisor in your corner, decisions stop being reactive. You plan instead of scramble. You invest with confidence instead of guessing. You walk into meetings with complete answers instead of approximations.
Why Businesses and Non-Profits Choose Rock Solid Financials
One Team, One Financial Picture
Your bookkeeper, controller, and CFO advisor all work on the same team. Communication is instant, handoffs between vendors disappear, and you get one consistent view of your finances instead of fragments stitched together from three different providers.
Quality Built Into Every Layer
Bookkeeping is reviewed by a controller. Accounting is overseen by CFO advisory. Every number passes through multiple levels of expertise before it reaches your desk. You don’t have to wonder whether the reports are right.
Scale Without Starting Over
Begin with bookkeeping and add controller oversight, CFO advisory, payroll, or tax support as your business evolves. One firm grows with you. You never have to switch providers, re-onboard, or re-explain your business.
Former CFO Leadership
Rock Solid Financials is led by Co-Founder Pete Carlson, whose background as CFO of a private equity-backed operating company means your financial strategy is shaped by that same rigor. Every client gets that caliber of thinking.
How It Works
Getting started with Rock Solid Financials is straightforward. We designed our onboarding process to be thorough without being painful.
STEP 1
Discovery Call
We start with a conversation, not a pitch. We listen to understand your business, your challenges, and your goals. This call typically runs 30 to 60 minutes, and there’s no obligation.
STEP 2
Financial Assessment
We evaluate the current state of your books, your financial processes, and any gaps that need attention. If there’s a mess, we’ve seen worse. If things are in decent shape, we identify where we can add the most value.
STEP 3
Custom Team Assignment
Based on your industry, complexity, and goals, we assemble a dedicated team. That might include a senior controller, a bookkeeper, and CFO oversight. You’ll know every person by name, and they’ll know your business.
STEP 4
Ongoing Partnership
Once onboarding is complete (typically two to four weeks), we deliver monthly financials, management reporting, and advisory calls on a consistent schedule. We don’t wait for you to ask questions. We bring insights to you.