New Era CFO
Your Virtual CFO
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Welcome to New Era CFO LLC

Your Virtual Accounting & Finance Solution


Providing accounting & CFO solutions to small businesses and startups since 2017

Headquartered in Traverse City, MI with the tools to assist clients world-wide, New Era CFO helps small businesses and start-ups by providing bookkeeping services, tax services, and financial advisory services to our clients. Additionally, we are gurus in cloud accounting technologies and often find ourselves acting as cloud software consultants. This allows business owners to put all their focus and efforts into growing their business. Our founders believe in leveraging cloud accounting software to create more efficient accounting processes for our clients.

Our CPA's have work experience in a vast array of industries and clients. From non-profits to Fortune 10 companies, our staff has the knowledge and commitment to deliver world-class customer service. We know how to implement and manage your accounting and finance needs in a robust manner and at an affordable price. 

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire.










The accounting world is changing drastically with the introduction of the cloud. New Era CFO uses Xero & QuickBooks Online to make your bookkeeping needs automated and efficient.

Software implementation

Already have accounting staff in place but need help implementing and monitoring your accounting system? New Era CFO also implements Xero or QuickBooks Online accounting software for your business. 

Tax compliance & Planning

Our bookkeeping services go hand-in-hand with tax return preparation and planning. Our advisors can manage your tax preparation and adivse on planning your tax position for the future.

Virtual CFO

Small businesses struggle to have the financial and technological resources to hire and manage an entire accounting and finance function. Let New Era CFO take over your accounting and finance needs by managing your month-end close, forecasting, budgeting, and financial performance reporting process.


Risk comes from not knowing what you’re doing
— Warren Buffet


Let's Chat.

Use the form below to contact us regarding your accounting/finance inquiry. Please be as detailed as possible. Include your industry along with any specific requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

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