CJK Advantage LLC
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CJK Advantage LLC

CJK Advantage LLCCJK Advantage LLCCJK Advantage LLC

Virtual CFO and Accounting Services

CJK Advantage LLC

CJK Advantage LLCCJK Advantage LLCCJK Advantage LLC

Virtual CFO and Accounting Services

Virtual CFO for your Small Business

Decades of Financial Experience

Simplify.  Streamline.  Automate. Grow.  Stop struggling with finance and start running your business instead.


Our team has a combined 60+ years of experience optimizing financial processes, workflows, transactions, and reporting across the spectrum of for-profit and not-for profit enterprises.  Our main financial platform is Quickbooks Onine, and all professsional staff are QBO Certified ProAdvisors. 


We work with all industries and small businesses, but we love SAAS-based businesses!  We keep you in compliance with ASC 606 and provide your SAAS metrics for you.  Cash flow forecasting, annual planning, targets, scenarios analysis, budgeting, and other advanced level financial services.  Advanced Excel modeling and forecasting skills, no project too big or too small.


Let our deep knowledge base and unparalleled service commitment make your organization more efficient, and allow you to optimize your financial decision making in less time, and with less stress.  Things can be better and easier for you.  


Onboarding processes take between 4 and 12 weeks depending on service level.


No long term committments.  We run a subscription-based CFO services model, where you are auto-billed the same amount monthly, based on your service level below.  You can cancel at any time.   If we are not providing the ROI on your investment, you are free to move to another solution.  We will evaluate candidly with you whether or not you are getting the most value for the level of service you chose.


Contact us and let's get things moving in the right direction.

CFO Service Levels

Choose the level that drives your success

FOUNDATIONAL

from $1,750 / month

  • Typical Annual Revenue: Over $250K and up to $1M
  • Focus: Historical performance
  • 4-week onboarding


Included:

  • Monthly financial statements review
  • KPI's and targets
  • Industry specific metrics
  • Trended and variance analysis 
  • Industry Benchmarking
  • Annual budgeting
  • Meetings 2x / month

FORWARD

from $3,500 / month

  • Typical Annual Revenue: Over $1M and up to $5M
  • Focus: Forward looking
  • 8-week onboarding


Included: Everything in FOUNDATIONAL plus:

  • Cash flow forecasting, management and optimization
  • Base case, best case, worst case scenarios
  • Decision Modeling with Scenario Analysis, including Basic What-If Analysis
  • 1 Year Strategic Planning
  • Meetings up 4x / month

FUTURE

from $5,000 / month

  • Typical Annual Revenue: Over $5M
  • Focus: Future forward looking
  • 12-week onboarding



Included: Everything in FORWARD Plus:

  • 1, 3 and 5 year Strategic Planning
  • Advanced Decision Modeling with Scenario Analysis, including Advanced What-If Analysis
  • Department level budgeting
  • Project performance reporting
  • Process Improvement Reviews
  • Meetings up to 8x / month

All CFO service levels can be fully customized to suit your specific needs. Weekly averages given above can vary widely depending on industry, complexity, number of employees, services offered, and other factors. Contact us for a free consultation and pricing tailored specifically to your business and its needs.

Premium-Level Accounting and Bookeeping

Along with CFO Services, we have an expert staff of accountants and bookeepers to keep your numbers straight and in compliance.  All professional staff are Certified Quickbooks ProAdvisors with accounting degrees and decades of experience.   They provide a historical financial performance foundation for making CFO level decisions to drive growth, effiiciency and profitability.  We can develop a combination package of CFO and accounting services to handle all of your financial needs.


For those clients wanting to push the envelope of what's possible, we offer something truly unique.  We have a special service to close your books on Day 0.  Yes, Day 0.  Imagine not waiting days or weeks to get your monthly reports, but getting them before you go to bed on the last day of the month.  What would that mean in terms of driving your team and your business?  Contact us to find out more about this outstanding option!

Contact Us

Are CFO Services Right for Me?

Up to $250K Annual Revenue

We help you create a clear and compelling strategy to achieve your business goals. Our team of experts will work with you to identify your strengths, weaknesses, opportunities, and threats and develop a roadmap for success.

Up to $1M Annual Revenue

Our team can help you optimize your operations and streamline your processes to improve efficiency and reduce costs. We provide tailored solutions to meet the unique needs of your business.

Up to $5M Annual Revenue

At this range of revenue, a good virtual CFO begins to yield a positive ROI.

Up to $40M Annual Revenue

A virtual CFO is essential at this level of revenue.  Your size, complexity, and transaction volume require an experienced financial leader to guide decision-making processes and business performance.  Shareholders, customers, vendors and employees demand and deserve it.

Over $40M Annual Revenue

Congratulations!  Your success has paid off.  You need a full-time CFO.

Your Financial Advantages

Fast Close, Fast Results

Fast Close, Fast Results

Fast Close, Fast Results

At CJK Advantage, we offer a unique monthly Accounting service to close your books on Day 0.  Yes, that is right, Day 0.  You get results for the month before you go to bed on the last day of the month.  Imagine not waiting for these results anymore, and what that can mean for decision making and driving the business!

Thinking Big

Fast Close, Fast Results

Fast Close, Fast Results

We have a team of experienced and highly skilled consultants who are committed to delivering exceptional results, working big to small.  Our team members bring a wealth of knowledge and expertise to every project we undertake.

Personalized Approach

Advanced Decision Modeling

Advanced Decision Modeling

We take a collaborative approach to consulting, working closely with our clients to understand their unique needs and develop customized solutions. We believe that effective communication and partnership are key to achieving success.

Advanced Decision Modeling

Advanced Decision Modeling

Advanced Decision Modeling

No project is too advanced for us to model results for your business.  We use a combination of advanced technological forecasting and modeling tools, and will choose the best tool based on your specific need and use case.  We don't use a cookie cutter approach.  We tailor our model to your needs for best results.

What are clients saying?

"I would give 10 stars if I could!"

"It's so comforting that my business is setup on such a solid foundation."

"It's so comforting that my business is setup on such a solid foundation."

MaryPT, Small Business Consulting client from Mechanicsburg, PA

"It's so comforting that my business is setup on such a solid foundation."

"It's so comforting that my business is setup on such a solid foundation."

"It's so comforting that my business is setup on such a solid foundation."

J.C., Small Business Consulting client from Tampa, FL

"I didn't know what was possible. My eyes were opened."

"It's so comforting that my business is setup on such a solid foundation."

"I didn't know what was possible. My eyes were opened."

K.M., Small Business Client from Campbell, CA

"The program was so detailed, I am so impressed."

"CJ has done an amazing job for us! We are thrilled to have him as our trusted advisor and financial guru. Highly recommended!

"I didn't know what was possible. My eyes were opened."

K.S., Small Business Consulting client from Silicon Valley, CA

"CJ has done an amazing job for us! We are thrilled to have him as our trusted advisor and financial guru. Highly recommended!

"CJ has done an amazing job for us! We are thrilled to have him as our trusted advisor and financial guru. Highly recommended!

"CJ has done an amazing job for us! We are thrilled to have him as our trusted advisor and financial guru. Highly recommended!

TM, Small Business Consulting client from Los Gatos, CA

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