Services

Accounting & CFO Services for Growing Businesses

We partner with growing businesses that need reliable accounting, stronger financial oversight, and leadership-level insight — without the overhead of building a full internal finance team.

What We Offer

Full-Scope Financial Services

From foundational bookkeeping to CFO-level oversight — services designed around your business's stage and complexity.

Accounting & Bookkeeping

Accurate, timely bookkeeping, reconciliations, and month-end close to keep your financials reliable and decision-ready.

What's included

  • Monthly bookkeeping and transaction coding
  • Bank and credit card reconciliations
  • Month-end close process
  • Accounts payable and receivable tracking
  • Chart of accounts setup and maintenance

Bookkeeping Cleanup & Catch-Up

Cleanup of historical books, reconciliations, and corrections to bring financial records up to date and ready for reporting or compliance needs.

What's included

  • Historical transaction review and reclassification
  • Prior period reconciliations
  • Correcting miscoded entries
  • Preparing records for tax filing or audit
  • Establishing clean baseline for ongoing accounting

AR & AP Management

Structured accounts receivable and payable management to improve cash flow visibility, billing discipline, and vendor control.

What's included

  • Customer invoicing and collections tracking
  • Vendor bill management and payment scheduling
  • Aging reports and follow-up processes
  • Cash flow impact analysis
  • Vendor relationship documentation

Controller Services

Stronger oversight, internal controls, and close process discipline to ensure consistency and accuracy as your business grows.

What's included

  • Month-end and year-end close management
  • Internal controls design and oversight
  • Accounting policy and procedure documentation
  • Multi-entity consolidation support
  • Finance team oversight and coordination

Financial Reporting & Dashboards

Clear financial statements, management reports, and dashboards designed to give leadership timely insight into performance and trends.

What's included

  • Monthly income statement, balance sheet, cash flow
  • Management reporting packages
  • KPI dashboards and performance metrics
  • Budget vs. actual variance analysis
  • Custom reporting for investor or board use

Cash Flow & Budget Models

Cash flow tracking, budgeting, and financial models built to support planning, monitoring, and informed decision-making as the business evolves.

What's included

  • 13-week and annual cash flow forecasts
  • Annual operating budget preparation
  • Scenario and sensitivity modeling
  • Working capital analysis
  • Rolling forecast updates

Audit & Review Preparation

Support for audit and financial review readiness, including schedules, reconciliations, documentation organization, and coordination with auditors.

What's included

  • Pre-audit preparation and PBC schedule prep
  • Reconciliation documentation packages
  • Auditor coordination and request management
  • Year-end workpapers and support schedules

We support preparation and coordination — not audit opinions.

Tax Return Support

Preparation of accounting records, schedules, and supporting documentation to work efficiently with your external CPA for tax filings.

What's included

  • Year-end trial balance finalization
  • Tax adjusting journal entries support
  • Supporting schedules for CPA
  • Depreciation and amortization schedules
  • Coordination with external tax preparer

Tax-ready books all year, with tax preparation and filing handled through our network of licensed CPA and Enrolled Agent partners. One team, one point of contact: us.

Leadership-level

CFO Support

Practical CFO-level support focused on financial reporting oversight, cash flow monitoring, budgeting, and management insight — without the overhead of a full-time CFO.

What's included

  • Board and investor reporting packages
  • Strategic financial planning and modeling
  • Cash flow and liquidity management
  • KPI development and ongoing monitoring
  • Finance function leadership and team mentoring
Irfan Mattla

For Early-Stage Businesses

Foundational Accounting


For early-stage and smaller businesses, ValueStone Accounting offers structured, foundational accounting services designed to keep financials clean, accurate, and tax-ready.

These services are ideal for business owners who want reliable monthly bookkeeping, clear financial statements, organized records for tax filing, and a scalable foundation as the business grows.

Foundational services are delivered using standardized processes and reporting to ensure efficiency, consistency, and cost control. As businesses grow in complexity, services can scale into controller and CFO-level support.

  1. StartFoundational accounting
  2. GrowController services
  3. LeadCFO-level support

Get Started

Ready to Talk?

Every engagement begins with a conversation to understand your business and the level of support that makes sense for you today.