Savant Wealth Management

Running a More Efficient Business

Outsourced Accounting and CFO Services for Business Owners

Managing the financial side of a business means balancing day-to-day responsibilities with longer-term planning. Organizations often need reliable financial information and operational support to manage cash flow, monitor performance, plan for growth, and evaluate future opportunities. Savant Accounting & Business Advisory provides outsourced accounting and CFO services that show business owners how the business is performing and what to do about it.

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Business Advisory Services, Financial Advisor Providing Wealth Planning Services to a Group of Executives, personal CFO services for Family Office

Who We Serve

Our team works with closely held businesses and professional practices that need help running their finances. Whether you want cleaner processes, a clearer view of performance, relief from operational challenges, or a foundation for future growth, we provide practical accounting, payroll, and advisory support tailored to your organization’s needs. We also have particular depth with medical and dental practices; our in-house team members have worked with these practices for more than 30 years.

Bookkeeping and Reporting for Your Business

Good decisions depend on current numbers. Our team maintains consistent accounting processes and financial reporting, providing greater visibility into performance from month to month.

Services include:

  • Transaction recording and monthly bank reconciliations
  • Monthly and quarterly financial statements
  • Accounting systems development
  • Accounts payable systems and business bill pay

 

payroll services

Payroll for Businesses

Payroll takes time and attention every cycle, and the filing deadlines don’t move. We handle the processing along with the reporting and compliance that come with it.

Services include:

  • Full-service payroll processing with direct deposit
  • Quarterly and annual payroll tax filings
  • W-2 and 1099 preparation
  • Employee portals and integrated time tracking

 

business consulting, vendor coordination

Business Consulting

Beyond day-to-day accounting, our consultants can help with the broader operational and strategic decisions your business faces.

Services include:

  • Business entity selection
  • Office policies
  • Development and staffing
  • Compensation models
  • Tax planning
business people meeting

Outsourced CFO Services for Business Owners

As an organization grows and becomes more complex, owners and leadership teams often need sharper financial insight to evaluate opportunities, address challenges, and support long-term planning. Our outsourced CFO services track performance against the metrics that matter, assess cash flow, and put numbers behind the decisions ahead.

Services include:

  • Strategic budgeting and forecasting
  • KPI tracking and financial analysis
  • Cash flow management
  • Internal controls
  • Medical and dental practice management
business succession planning

Business Succession Planning

Succession planning is complex and often involves sensitive relationships, and the right plan can vary significantly by business and industry. We help bring clarity and structure to the process, whether that means selling the company to a third party, transferring ownership to the next generation, or rewarding key employees to help reduce turnover.

 

 

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Why Work with Us?

Our team’s work extends beyond accounting and reporting. We draw on Savant’s decades of experience serving closely held businesses, professional practices, and their owners to explain what the numbers mean for financial performance, operational considerations, and business decisions. As your business needs evolve, we can bring in Savant specialists in areas such as tax planning, retirement plans, wealth management, and succession planning. You’ll also have access to a CPA resource without the overhead of hiring in-house, backed by Savant’s technology and service platforms and a broader team of financial planners, investment researchers, and attorneys.

 

Start the Conversation

Whether you want better visibility into financial performance, stronger business operations, or a second read on a decision, we can help you find the ideal approach for your organization.

Let’s discuss your business goals and challenges.

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Frequently Asked Questions About Savant’s Outsourced Accounting and CFO Services

What is outsourced accounting?

Outsourced accounting means an external team handles accounting functions you would otherwise staff internally: bookkeeping, financial reporting, accounts payable processes, and payroll administration. Many business owners use it to get current numbers without adding headcount, so their internal teams can stay focused on operating the business.

How do outsourced accounting and CFO services differ from traditional accounting services?

Traditional accounting services often focus primarily on recording financial activity, reporting results, and addressing compliance requirements. Outsourced accounting and CFO services may also provide support with process improvement, financial reporting, performance analysis, and ongoing financial guidance throughout the year rather than only at filing season.

What does an outsourced CFO do?

An outsourced CFO (sometimes called a fractional CFO) can give you the strategic financial guidance a full-time CFO would provide, without the full-time cost. The work typically covers budgeting, forecasting, KPI tracking, cash flow analysis, and support on major decisions.

When should a business consider outsourced CFO services?

Common triggers include growth that outpaces your current reporting, a major decision that needs a model behind it, an ownership transition on the horizon, or the need for financial leadership without hiring a full-time CFO.

What types of businesses can benefit from outsourced accounting and CFO services?

Closely held businesses, professional practices, and growing organizations use these services most. These organizations often need financial reporting, operational support, and strategic financial guidance before they can justify a full finance department.

Can outsourced accounting and CFO services help support business growth?

Yes. Growth decisions rest on data: which opportunities to pursue, where the profit actually comes from, and whether cash flow supports the next investment. These services can give you that data and help you read it.

Do you work with the accounting software or systems we already use?

In most cases, yes. Our outsourced accounting and CFO services are built to work with the accounting and payroll platforms many closely held businesses and professional practices already have in place, and our team can recommend a system if you’re looking to consolidate or upgrade tools as you grow.

How Can We
Help?

Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.

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