New Era CFO
Your Virtual CFO

Bookkeeping, Tax, and Virtual CFO Services

Accounting and Finance support for start-ups and small businesses

Bookkeeping & Tax Compliance (commodity Package)

New Era CFO offers bookkeeping services for those clients that would like to reduce their time spent on managing their books. In addition, we can also include preparation of your federal, state, and local tax returns under this package. We use the cloud based accounting software, Xero, as well as QuickBooks, to manage our clients accounting records. Xero & QuickBooks are powerful tools which allows our clients to:

  • Reduce Manual Data Entry

  • Streamline Reporting

  • Automates Labor Intensive Tasks

  • Allows for Reviewing Real-Time Accounting Records

Software implementation

If you already have your accounting function under control, but would like assistance implementing Xero or QuickBooks as your accounting system, we can manage the implementation of either software in your company. Additionally, we can monitor your software and be your "IT" person if need be. 

Controllership (Month-END package)

Our "Month-End" package offers all that is offered in the "Commodity" package but also includes the usual day-to-day activities that your typical accounting department would handle. These include:

  • Month-End/Year-End Closing

  • A/R and A/P Functions

  • Detailed Forecasting

  • Tax Compliance & Planning

CFO Services (CFO Package)

Our "CFO" package is our bread and butter. This package includes all your features of the "Commodity" and "Month-end" packages as well as cash flow forecasting, management reporting, key performance indicator tracking, and many more. This package is geared towards those companies looking for a trusted financial advisor to grow to the next level. We use all the data in this package to produce reports and forecasts to help you keep your business looking ahead. The full "CFO" package includes:

  • All services offered in the "Commodity" and "Month-end" packages

  • Annual Budget Planning

  • Financial Modeling

  • Tax Compliance & Planning

  • Key Performance Indicator Tracking

  • Cash Flow Reporting and Forecasting

  • Monthly Financial Reporting Packages

  • Cash Management

  • Fixed Asset Accounting

  • Capital Planning

  • M&A Advising

Don't see what you are looking for? Give us a call at (989) 390-6760 or email at to find a customized package and pricing structure.