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Blue Collar CFO Services

Below is a brief listing of the accounting services that Blue Collar CFO provides plus a detailed job description of a Fractional CFO


Fractional CFO

*Month End & Year End Accounting Close

*Financial Statement Preparation & Analysis (Month & Year End Package)

*Budgeting & Forecasting

*Cash Management

*Cost Reduction & Control

*Growth Strategies

*Financial Software Setup & Integration

*Payroll, Tax & Audit Compliance

*Project Accounting

*Small to Midsize Businesses in Various Business Industries

*Full Accounting Cycle Work at a Fraction of the Cost


General Accounting

*Accounting clean up, Forensic Accounting (Fraud Investigations & Restatement of Prior Years' Financial Statements and Tax Returns)

*QuickBooks ProAdvisor 

*Data Analysis

*International Accounting (IFRS)

*GAAP (Generally Accepted Accounting Principles)

*Mergers & Acquisitions

*Trust & Wealth Management Accounting

*Family Office Accounting

*Not For Profit Accounting

*Bilingual in Spanish & English

*And Any Other Type of Accounting Need


Startup Accounting

*Accounting Department Development

*Capital Raises

*Software Planning & Setup

*Scaling of Accounting as Business Grows


*SEC Reporting

*FP&A (Financial Planning & Analysis)

*Accounting Process Implementation

*Asset Management

*Investor Relations

*Sales Tax Setup

*Preparation to Sell Business


*Years of Experience with Startups

Free Consultation

Let's get together for a few minutes via phone, email, or video call to see if I can help you with your accounting needs!

Chief Financial Officer Job Description

The Chief Financial Officer of a company has primary responsibility for the planning, implementation, managing and running of all finance activities of a company, including business planning, budgeting, forecasting and negotiations. The responsibilities also extend to obtaining and maintaining investor relations and partnership compliance.



-Develop foundation of all accounting activities.

-Enact all monthly close activities.

-Establish all financial controls and standard operating procedures.

-Maintain accurate recording of the company’s capital structure. This includes Employee Option Programs.

-Develop and maintain staff buildout and the accounting department (Treasurer-Controller-Staff Accountant-Inventory Accountant).

-Develop inventory systems for all raw materials, work in progress, and finished goods, including periodic physical counts.

-Establish all finance IT systems (inventory, accounting, accounts payable tracking, etc.).

-Evolve all managerial reporting for month end, quarter end, and year end.

-Negotiation and accounting for all capital expenditures.

-Ensure there are effective internal controls in place to comply with Generally Accepted Accounting Principles (GAAP).

-Develop internal auditing procedures.

-Lead 3rd party auditors through quarterly/yearly financial audits.

Financial Planning:

-Drive the company’s financial planning.

-Risk management by analyzing the company’s liabilities and investments. This includes vendor management and cost analysis between vendors.

-Investment strategies for cash and other liquid assets.

-Develop COGS analytics to ensure proper profit margins are being realized.

-Control and evaluate the company’s fundraising plans (financial instruments-LOC, loans, grants, and other financing activities).

-Develop cash flow protocols to ensure cash flow is appropriate for operations.

-Establish and maintain all pricing structures of products.

-Process improvement on all matters that affect the financial strength of the company.

-Manage overall profitability of the company which includes periodic cost analysis and cutting.

-Evaluate and advise on long range planning, introduction of new programs/strategies and regulatory action.

-Prepare cash flow, financial modeling, budget, and data analysis.


-Compliance with law and company policies.

-Develop tax strategies and maintain all tax filings.

-Account for all R&D in order to take advantage of tax credits in the Hemp Industry.

-Creating/reviewing all formal finance, HR, and IT related procedures. This includes payroll compliance and employee benefits (health, dental, vision, life, 401k programs).

-Research and implement all insurance policies for the company.

-Maintain a high level of; integrity, honesty, and dependability with all internal and external parties.

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