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LISA SUMMERS
Founder of REZORT
eCommerce
Yousra and her team have been an invaluable partner for our ecommerce store. As an international company expanding to the US market, their personalized process has saved us time and effort. Yousra has helped us avoid so many mistakes and saved us a lot of money in the process. Thanks to CFO Xperts, we've been able to cover a greater market and keep our costs at a minimum.
DAVE COHEN
Founder of EWARE
Marketing Agency
Partnering with CFO Xperts has been a game-changer for our marketing agency. They track every dollar that comes in and goes out, and they use great technology to make it simple to access and follow. We talk monthly with Yousra and get a precise follow up of every KPI that measures our growth. It's like having our own CFO inhouse. Thanks to Yousra's guidance we have been able to streamline spending and increase profitability early in our partnership.
TYLER O'CONNOR
Founder of FLOWSTER
SAAS
CFO Xperts has been instrumental in helping our SAAS business navigate the different financing rounds. We get financial reports and monthly meetings where Yousra goes into detail to identify areas where we thrive and challenges our expenditures. We get personalized bookkeeping, cash flow statements, and stay compliant with our ratios and KPI. I feel like CFO Xperts is an extension of our finance department, understanding our culture and our goals.
MEET YOUSRA.
MBA, CPA, AUDITOR, FRACTIONAL CFO, MONEY EXPERT
Raised in a family of accountants, Yousra's childhood was filled with discussions about balance sheets and financial strategies.
It was her father, a seasoned accountant, who would return home every evening, not just with stories of his day's work but with a sense of fulfillment derived from providing guidance to individuals and businesses alike.
Through these conversations, Yousra developed a profound appreciation for the transformative power of accounting and its role in shaping one's mindset about money. As time passed, her fascination with accounting only deepened.
At the age of 18, she made a pivotal decision to join her father's firm, embarking on a journey that would define her career.
Those formative years were marked by her dedicated work on intricate cases of financial analysis and fraud investigation, where she gained invaluable experience as a Chief Financial Officer.
ACCOUNTING MYTHS
Anyone Can Do
Accounting
While basic bookkeeping tasks can be performed by many people, professional accounting requires specialized knowledge, training, and certification. Accountants need to understand complex financial concepts, regulations, and standards to provide accurate and reliable financial information.
Accountants are Only Necessary During Tax Season
While individuals and businesses may seek accounting services primarily during tax season, accountants provide year-round value. They can help with financial planning, budgeting, financial analysis, and making informed business decisions throughout the year.
Small Businesses Don't Need Accountants
Small businesses often think they can manage their finances without professional help. However, accountants can provide valuable insights, help with financial planning, and ensure accurate bookkeeping, which is crucial for the success of any business, regardless of its size.
OUR SERVICES
No Contracts. No Setup Fees Required. Cancel Anytime.
BOOKKEEPING
Dedicated Finance Expert
Accrual Basis Bookkeeping
Tailored Chart of Accounts
Monthly P&L & Balance Sheet
Monthly Cash Flow Analysis
Seamless Integrations
Monthly Equity Statements
Key Financial Ratios
Cap Table Reconciliation
FRACTIONAL CFO
5 Year Financial Model
Fundraising Strategy
Monthly Forecast Updates
Quarterly & Investor Reports
Cash Flow Management
Pitch Deck Reviews
Custom Design of KPIs
Monthly KPI Calculation
Quarterly Team Calls
ADD-ONS
Sales Taxes and R&D Claim
Fiscal Audit Support
Corporate Tax Audit Support
BOD, M&A or VC Meeting
Board Support
Goal and Accountability
Pitch Deck Assessment
Fundraising Strategies
Investment & Grants filings
SEAMLESS INTEGRATIONS
