Outsourced CFO Services

Business owners can save up to 50% on overhead costs by outsourcing their bookkeeping and accounting functions to Porter & Company CPA's. You could save the amount you pay in the salary, payroll taxes, vacation time, sick time, and benefits to an in-house accounting department and outsource with us.

Now more than ever, it's vitally important to understand your current financial condition and how future decisions will affect your growth and profitability. We have invested in a method for analyzing your financial metrics in contrast to your industry peers utilizing real-time industry data from privately held companies. Using specific key performance indicators, we will work with you to make strategic, proactive decisions, which will directly affect your bottom line and lead to better business decisions moving forward.

Please see below for an outline of business growth services available for your company.


Business Performance Review is a comprehensive & dynamic narrative that takes a top down approach in analyzing 2-5 periods of client data. The report includes:

  • Narrative Analysis
  • Ratio Analysis
  • Trend Analysis
  • Common Size Analysis
  • Industry Intelligence (KPIs)
  • Industry Comparisons
  • Client-to-client Comparisons

Forecasting and Financial Modeling is a powerful tool for the next steps in performing deeper financial analyses, shifting the focus from historical events to the present and future. The analysis is built from historical client data, which allows for / includes the following:

  • Mostly Quarterly and Annual Financial Statement Forecasts
  • Cash Flow Statement Forecast and Projections
  • "What-If" Scenario Analysis
  • Loan Analysis Tool
  • (Informal) Valuation Tool
  • Industry Comparison
  • Ratio Analysis
  • Trend Analysis

  Paying your vendors

  Management of your invoices

  Full Accounting of all payables and receivables

  Payroll needs

  Bank Reconciliation

  Financial Reports