Financial Advisors &
We understand and specialize in supporting independent Registered Investment Advisors, IBD reps, insurance agents, and OSJs. With years of experience serving the financial services community, and partnerships with firms like Succession Resource Group who track key performance indicators (KPIs) that drive the value of your business, our team understands how your business operates, how your earn your revenue, and the compliance issues that face your profession. Learn more…
Working with dozens of small businesses of varying types and sizes, our expert team of accountants will help maintain all of your accounting and bookkeeping functions quickly and efficiently. We understand the nuances of running a small business and will keep you on track providing insights into the financial elements of your business.
We work with creatives (photographers, actors, models, dancers, authors, and musicians) to help ensure that your chart of accounts are comprehensive enough to help you identify your most profitable projects and help you optimize your expenses.
Frequently Asked Questions
How much does your service cost?
Our fees are customized by each client based on the package selected, the scope of services needed, and the volume and complexity of your books to establish a fixed monthly fee to help you manage the financial side of your business. The cost of properly setting your books up and maintaining them is far more cost effective than having your tax CPA create and/or fix and correct them at year end. In addition, the benefits of having accurate and useful reporting during the year can assist in all aspects of running your business so you know how you are doing, what you are spending money on, and how that compares to your goals.
What software do you use?
The Clover Group uses QuickBooks Online. Our staff are QuickBooks certified to ensure that your books are completed efficiently and effectively. This software is on the cloud so you can access your books at any time. We can also add users with restricted capabilities to ensure your information is protected while still being useful.
Can I have my CPA complete my bookkeeping needs? Do you replace my current CPA?
We complement your current team. Our founder is an active CPA in the state of Oregon, so we are current on tax/accounting updates, but we do not currently perform tax or attestation services. We work with your tax CPA and any other professionals to enhance day-to-day recordkeeping and decision making to help you make informed business decisions, while incorporating your financial team to help save you time, money and frustration come tax time.
Do I need a local accountant?
In general, most clients do not require a local accountant. Much of the information needed for our bookkeeping/external CFO services can be done electronically, over the phone, through video conferencing, and/or through screen sharing. We believe expertise, industry knowledge, and communication far outweigh the benefits of a geographical location.
What is the difference between a bookkeeper? Accountant? Controller? CFO?
While a bookkeeper, accountant, controller, or CFO have an understanding of a business's financials, the roles and experience vary quite significantly. Your needs and resources may also dictate which level of financial expertise you need.
Bookkeeper: Bookkeepers are reactive. Bookkeepers record what has been done financially and compile reports for your review.
Accountant: Accountants are analytical. Accountants prepare, examine, and analyze accounting records, financial reports, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Controller: Controllers are forward-looking. Controllers manage financial data (financial statements, budgets, taxes, etc.) and intimately know trends, abnormalities, strengths and weaknesses of the financials, of which they work to improve.
Chief Financial Officer (CFO): CFOs are strategic. CFOs work collaboratively with owners, boards of directors, senior management and other key stakeholders to leverage key business metrics and optimize performance by implementing actionable initiatives.