We are a business management company specializing in five critical areas of business.

Accounting + Business Management + Nonprofit Management + Marketing + Administration
Let’s Work Together

Explore Our Areas of Expertise

 
We offer outsourced executive level business leadership so that you can recharge and get back to being the creative force and heart of your business.

 

 

Accounting

From business bookkeeping, to CFO services, to payroll, QuickBooks training and personal finances, we take the overwhelm and nuance of your finances off your plate. Our team of skilled experts help to get your books and financial plans on the right track, providing you with peace of mind and time to get back to running your business.

Business Management Solutions

Whether you’re starting a business and need some expert guidance, or you’re growing and need help with employee management, professional development and recruitment, we’ve got you covered. Our Business Management solutions focus on your team and your needs in order to set you on a path toward continued success.

Nonprofit Management

Nonprofits face challenges. We offer solutions. Tactically plan, manage through transitions, recruit Board members, and strategize fundraising efforts with a nonprofit CFO. We make it our job to become part of your organization’s fabric; woven in and part of the solution.

Marketing + Brand Design
We provide you with tools to define your brand, so it can drive your business. We create, define and establish lasting and loved brands through holistic design, mindful strategy and smart marketing. Whether you’re just starting out and need help building the foundation of your brand, or you’re already established but feel as though your brand could use a little refresh, our services can be tailored to meet your needs. We’re here to help tell your story.
Administration Services

Outsource your administrative tasks and projects to our team of highly skilled, organized and communication driven experts and save yourself time and money and streamline the operations of your business, so that you can focus on the things that matter.

Our vision is that every business, no matter what size, will have access to skilled, passionate and highly competent people who will help them thrive in all areas: finance, operations, human resources, marketing and staff development.

Meet Pearl

Pearl is our Branch Manager. Pearl is here to tell you why we are different, and with Capital CFO+’s boutique experience, she knows smaller is better.

First, we listen.

Our process is simple; we listen to you and your needs. Capital CFO+ is a full-service business solution for companies and agencies looking to outsource their executive level or administrative needs. We work in partnership with our clients and help you determine the most affordable and customized plan for you and your business.

We get to know you and your business.

We want to know what’s going well and what is bothering you most. To help you get on track, we need to be aware of the critical issues you are facing financially. We build trust by getting to know your company’s ins and outs and establishing a relationship foundation.

We add value.

We are efficient, reduce costs, and allow you to save time and money. Capital CFO+ works on cutting costs and building your revenue growth. Although break-even points are central to a business plan, we work beyond the break-even to find the point at which sales become profit.

Our ultimate goal is to exceed clients’ business needs and develop lasting and rewarding personal relationships.

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Simply put, terrific. They’re trusted partners that are always an email or phone call away, and always willing to go above and beyond for their clients. You’re treated with respect and professionalism at all times. It feels like we’re more than clients-we’re valuable members of the community they’ve built.

-Casey Polomaine, Albany Barn

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There have been a few times in the 20 years I’ve owned a business that I felt like I could really count on and rely upon my financial system being accurate and current and after about a month Capital CFO+ got me there. I felt free, stable, and powerful with the clear eyed knowledge of what my business was really doing. Each monthly executive summary is like a little Christmas for me.

-Nick Pavoldi, Bodywork Professionals

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Extremely knowledgeable, very professional, an overall excellent experience. It is refreshing to interact with another company and walk away with my problem solved with an enjoyable interaction. Thank you Capital CFO+.

-Ron Barnes, TwistN’ Flip Gymnastics

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Sabrina and her team of professionals are extremely knowledgeable, consistently go above and beyond my expectations and provide amazing customer service. I am a small business (real estate law firm) who is extremely busy and doesn’t have the time to maintain and balance my accounts. I recommend them without hesitation to anyone looking for a new bookkeeper!!

-Kim Salerno

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One of the best in her craft– awesome to work with– highly recommend Sabrina & Capital CFO+ to anyone looking to get their financials in order!

-Vincent Laurenzo

Welcome to Capital CFO+

 

We are like a dog on a bone when it comes to providing personal attention and quality service. Pearl invites you to a free consultation and not taking a paws on the health of your business. We are here if you need anything or if you just want to take a walk in the park.

Warm regards,  Pearl and the team at Capital CFO+

We Are Proud to be WBE Certified

 

Capital CFO+ has some big news to share…We are WBE certified!
As a business, we have gone through a rigorous and stringent certification process to confirm we are owned, managed, and controlled by a woman! We are here to be your WBE partner.