Financial Confidence and
Clarity to Scale Your Business
CFO & Controller Business Advisory
Financial Confidence and
Clarity to Scale Your Business
CFO & Controller Business Advisory
Optimized Operations & Reporting for Financial Growth
Businesses looking to scale can advance their financial strategy and discover opportunities for growth by working with a Chief Financial Officer (CFO) or Controller on a full-time or fractional basis. Whether your goals include business expansion, product growth, or operational optimization, our experienced CFOs have a wealth of experience and perspective to help plan your company’s future.
Scaled Professional Accounting Services
CFO Services
Improve the financial trajectory and management of your growing business. Our seasoned CFOs can advise on M&As, cash flow, inventory management, revenue growth, margin improvement for short-term and long-term projections, and standard day-to-day accounting functions.
Services include, but are not limited to:
- Financial strategy and projections (3-5 year)
- Key Performance Indicators (KPIs) and analysis
- Analysis of department efficiency and performance
- Industry trends and benchmarking
- Executive and board presentations
Controller Services
Improve your business’ day-to-day accounting functions, budget sheet creation, income statements, and variance analysis, for businesses looking for improved department efficiency, team oversight, and timely reporting, working with a fractional controller provides your company with insight and tools for financial growth.
Services include, but are not limited to:
- Monthly financial analysis and reporting
- Standard operating procedures (SOP) best practices
- Regulatory compliance and audit preparation
- Analysis of department efficiency and performance
- Department management and mentoring
Year-End Financial Planning: We're here to help!
Unlock the full potential of your business finances with our expert CFO and Controller Accounting Services. Gain a crystal-clear understanding of your financial health through in-depth 2023 insights, and confidently navigate the future with accurate 2024 budget projections. We'll craft a comprehensive tax strategy to optimize your financial position while ensuring seamless vendor compliance by meticulously reconciling 1099 vendors and open W-9s. Let us empower you to make informed decisions and achieve sustainable growth. All this support is way more attainable than you'd expect!
R&D Tax Credit Process Timeline
Each client requires considerable time and effort to get their R&D tax credit claim over the finish line. With client participation, the process usually takes between three and four months.
Phase 1
Day 1 - 30
Undergo analysis to identify qualifications and determine if this option makes sense for the client.
Phase 2
Day 30 - 60
Verify qualifications, conduct interviews, calculate credits, and prepare documentation.
Phase 3
Day 60 - 120
Substantiate the credit and report all applicable documentation.
What Our Partners Have to Say
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“Working with Omega Accounting is a seamless and very rewarding experience for our clients... after a call with Omega’s Team, they ended up getting a huge payout. I highly recommend working with these guys and they are a lot of fun.”
Steve Gill, Insurance Broker & Omega Partner
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There are design companies, and then there are user experience, design, consulting, interface design, brilliant, and professional. By far one of the worlds best known brands.
Jessica Smith
Flow Agency -
There are design companies, and then there are user experience, design, consulting, interface design, brilliant, and professional. By far one of the worlds best known brands.
Jessica Smith
Flow Agency -
There are design companies, and then there are user experience, design, consulting, interface design, brilliant, and professional. By far one of the worlds best known brands.
Jessica Smith
Flow Agency
Partnerships
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