The ProCFO team has been a true life-saver for our business. We've always been profitable and successful with a solid model but I have had the intuition for a long time that we've been missing opportunities by not filing for real estate tax deductions which we were qualified to take. Secondly, I've sensed we needed to have a more strategic set of accounting records organized in a way that we could interpret them to make more precise financial decisions. Other accountants in the past were just filing tax returns but not "rolling up their sleeves" and getting into the finances of our business to help us make more strategic decisions. ProCFO has done just that. They have been fully engaged with us and astute in matters with which we have needed help. Their fractional CFO concept has been such a great addition to our efforts at accounting and financial planning. They have earned the status of being a true "partner" type vendor for which we are grateful.
Imagine you’ve just started a business. It’s a bit scary. We asked a friend with a successful nation-wide business who they used as their CPA and they recommended ProCFO. We were a little leery about even contacting them, because we’re not some big, important business. The first year-ish, we mostly worked on personal taxes, but then were assigned to the CFO consulting side of ProCFO for the business side of our taxes.
See, here’s the thing… the hardest part of growing is feeling that you are capable of growth. ProCFO was our cheerleader, our task master and our encourager, and with their help, we’ve nearly doubled our billing, added ourselves as employees, and reduced our overall tax burden. ProCFO always made us feel seen. Like we were just as important as the “big guys” and that we were worth investing his time in.
As a small business, being seen as people, rather than just a client was super important. We build relationships with people, not businesses. The team at ProCFO has all made us feel like we’re part of their family and for that reason, we’ll not only stay a long term client, but we consistently recommend ProCFO to others. They made a huge difference in our business, and we love and appreciate their support.
"I have worked with ProCFO nearly 5 years now in many different arrangements and have found all of them to be of great value at the time. Their full CFO services helped me start my companies and establish all my accounting procedures. They built me an efficient system and likely saved me money and headaches had I tried to do it myself."
"I knew I needed ProCFO on my side as an advisor to assist in negotiating the sale of my business. I hired them to review all the documentation and figured out what kind of tax implications I would have upon sale and we established a price for the business. Based on my experience, I can strongly recommend ProCFO as a CPA for any business."
"Jim Jans and his team helped us quickly map out a seamless transition, making sure we were efficiently set up with the right software and process internally and externally with his team. We now have a very stable and solid and well-documented accounting system in place. I highly recommend Jim Jans and his team to any company looking for an honest, hard-working and well-organized expert team for their accounting needs."
ProCFO, LLC
550 NW Franklin Ave, Suite 328
Bend, OR 97703
Office 541-728-0444
Fax: 541-382-6175
Copyright 2024 ProCFO, LLC. All rights reserved.
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