RE-FOCUS

Stoic CPA provides one service. We help businesses thrive by helping business owners regain focus on why they started a business in the first place. This includes financial services, executive coaching, and performance management services. We believe that restoring that initial spark is the key to long-term business success. Move forward!

Here to help

Does this sound familiar:

• You thought running your own business would be more fun

• You are overwhelmed with administrative tasks and just want to run your company

• Your creative energy has been stifled by paperwork, compliance matters, and other people’s problems

• Financially, you don’t know if you are winning or losing.

• You have a great team, but can’t get them to the “next level”

If this is you, you aren’t alone. Let us help!

How we can help:

Fractional CFO

• Let us help you tell your financial story.

• Strategic partnership (risk assessment, budgeting, goal setting)

• Cost effective (grows with you)

• Designed for your unique needs

• Start with an assessment of your organization and recommendations

Full Client Advisory Services (CAS)

Our advisory services are subscription based and tailored to your needs. Service levels include:

• Book keeping - bank reconciliations, generic financial statements

• Transactional support - bill pay, cash receipts, customer invoices

• Controllership - Oversight of the accounting function and month end close process, customized reporting and dashboards

• Fractional CFO

Performance Management

• Executive coaching

• Team member coaching

• Let us build a performance management system for your organization

• Continual development requires continual evaluation. Let us build a system that works for your team

• Automated processes that do not interfere with operations.