We are your outsourced team of industry leaders + chief executives + administrative experts.
Access the leadership + innovation + creativity needed to grow your business. Let’s Work TogetherExplore 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.
Bookkeeping
You didn’t start your company to be a bookkeeper. We will keep your books current and provide insights into better bookkeeping.
CFO Services
Beyond bookkeeping, our CFOs review financial statements, assist with strategic planning and budgeting, and analyze your financial position.
Nonprofit Management
Nonprofits face challenges. We offer solutions. Tactically plan, manage through transitions, recruit Board members, and strategize fundraising efforts with a nonprofit CFO.
Virtual Phone Concierge
Experienced and professional answering service ensures your clients and prospects hear a live voice and receive immediate assistance.
Recruitment Services
Hiring is one of the most critical actions in a business. We will provide you with a screened and vetted list of candidates. How simple is that?
Personal Finances
Our one-on-one personalized review will establish a customized plan for you and your family to keep you on target for short or long-term goals. Planning a trip to Disney? Our personal CFO services have you covered.
Payroll
Why engage with Capital CFO+ for payroll services? We offer a cost-effective solution extending big company products with a small company feel and dedicated point of contact. No stress, just service.
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.
Employee Management
We provide customized and tailored employee administration and facilitation services to suit your needs and help you build a solid work environment and culture.
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.
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.
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
