We are here for you.
Custom business and financial solutions for success and a partnership you can rely on.
You didn’t start your company to be a bookkeeper. We will keep your books current and provide insights into better bookkeeping.
Beyond bookkeeping, our CFOs review financial statements, assist with strategic planning and budgeting, and analyze your financial position.
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.
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?
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.
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.
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 boutique business and financial services company that outsources bookkeepers, CFOs and can even help your family manage their budget. 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.
Learn more about custom business and financial solutions.
Our monthly webinars are recorded and uploaded to our YouTube channel. The recordings are easy to access and can be shared.
Capital CFO+ staff were able to quickly step in and help complete a project in a very short time frame. The staff were very responsive to our needs. We would not hesitate to use their services again.
Our non-profit worked with Capital CFO+ during a staffing transition. Their staff dropped into our operation effortlessly and seamlessly, and kept us up and running, then handed things off perfectly. Highly recommended!
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!!
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!
Capital CFO+ is an amazing company. I first utilized the services of Sabrina Houser’s Capital CFO+ when I needed a tutorial for my newly purchased QuickBooks
-Joan E. Taub
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 your financial health. 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+