We make sure that our role as part-time chief financial officer translates into full-time confidence.

Part-Time CFO Services

EVERY COMPANY HAS A FINANCIAL STORY
WE HELP YOU TELL YOURS™


Olive Tree Bookkeeping & Advisory Solutions helps you operate a more efficient and compliant small business.


Do you know that every company has a financial story? That's right. Every day there is data going into and out of your business which develops into a financial story to help you, the CEO, make better decisions to support your organization. Having a clear picture of your company's "road map" is key to growth. Why? Because that road map is giving you a bird's eye view of your company, the successful paths where cash flow is abundant and also the pitfalls ahead where the road might be rocky and careful planning is the key to your business thriving in the long-term.

Good financial storytelling will give the CEO the interpretation of the not only the numbers but what the numbers mean and delivered in such a way that is easy to understand and clear to identify a company's strengths as well as weakness, giving you the whole picture to achieve the company's goals and address the areas in need of attention.

Giving life to your company's numbers will allow you to see you future in a completely new light.

Olive Tree Growth Partners helps you operate a more efficient and compliant small business.

Virtual CFO Services

Olive Tree Growth Partners considers its role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning.

Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment.

Business Advisory

  • Cash flow improvement. This is the most common issue with businesses and there are many ways to tackle this issue. We start by reviewing your invoicing, payroll, purchasing, and payment processes and suggest ideas for speeding up cash collections and slowing payments. We can prepare cash flow forecasts and projections to evaluate your short-term needs. We can also review your liabilities and prepare a bank loan package or create a payment schedule to get you out of debt.

  • Financial review and performance analysis. On a regular basis, we can hold a review session with you to discuss your financial results and point out opportunities for increased profits or revenue. We can also provide graphical dashboard analysis including forecasting, goal-setting, KPI selection (key performance indicators, kind of like a report card for your business), what-if simulations, benchmarking and more.

  • Strategic planning and budgeting. Many businesses are flying blind without a roadmap to help them know where they are going. We can help you build a strategic plan for your business as well as a budget (we prefer to call them profit plans) so you can get clear on your business’s future.

  • Capital expenditure and project analysis. There is an unlimited amount of ways to spend money in your business and only a limited amount of cash available. We can help you anticipate and prioritize the right projects for your business to reach your goals and move it forward. Our deep knowledge of your industry helps us guide you in this area.

  • Fraud detection and internal control review. If you suspect that an employee may be stealing from you, we can perform fraud detection services to help you discover and document the theft. If you’re concerned that you may not have the controls in place to prevent fraud, we can help you identify and put into place stronger internal controls to reduce the risk of future fraud.

  • Specialty accounting services. These services, which include items like job costing and inventory analysis, can help you find ways to improve your business profitability. We take a deep look at your operations, reviewing items such as profit margins, pricing, revenue growth, and costs to identify issues to fix and successes to repeat.

Technology Consulting

The right technology can greatly boost your bottom line. We’re tech-savvy accountants that can help you streamline your accounting workflow with the right choice of accounting software and apps for your business. We can help with:

  • Accounting system selection

  • Transition to the new system

  • System implementation

  • System customization

  • Accounting software training

  • Integration of add-ons to enhance your core functionality

Talent Acquisition

Getting the right people on board your business is essential to success. We can help you select and evaluate your staff. We can provide the technical evaluation of candidates’ and employees’ skills so that you know for sure you have the right people doing an accurate and timely job for you.

No matter what your tax, accounting, business, or financial issue is, we can get started helping you today with our accounting advisory services for businesses and individuals. We can help you make logical decisions and avoid pitfalls that your business can do without. When you retain our services, you can rest-assured that your business is in good hands.

Schedule an appointment with us today for more information.