Real-time tracking shows your stock levels the moment sales happen. You avoid overselling, reduce manual logging, and maintain accurate records.

We integrate existing spreadsheets into a unified process, removing guesswork and cutting down on repetitive tasks.

We identify which products tie up money and guide you on when to discount, repurpose, or reorder, keeping your finances healthier.

Slow-moving inventory ties up valuable cash flow that could be used for growth or daily operations. It also takes up storage space and can lead to outdated products, reducing profitability over time.

The inventory turnover ratio measures how often you sell and replace your stock over a given period. A high ratio means products sell quickly, while a low ratio may indicate slow-moving inventory or overstocking issues.

CyberCFO tracks essential KPIs like inventory turnover ratio, stock-to-sales ratio, reorder points, and carrying costs. These insights help optimize your inventory levels, reduce waste, and improve overall efficiency.

If your chart of accounts is confusing, you find discrepancies in daily or monthly reconciliations, or your tax prep is stressful, it’s likely time for Accounts Setup and Cleanup. Signs include out-of-place transactions, missing expense details, or difficulty generating clear financial statements. Our expert accounts cleanup service can restore order, helping you regain confidence in your numbers and make informed decisions.

We aim to minimize downtime while organizing your financials. Our process begins with a diagnostic review to identify missing information and categorization errors, then moves to correction and ongoing maintenance. We communicate regularly so you’re aware of any required input, but we’ll handle the heavy lifting. If you need an urgent cleanup, we can accommodate faster turnarounds—though priority requests may involve additional fees.

The exact timeline depends on factors like the volume of transactions, the condition of your current records, and how quickly you provide necessary documentation. In many cases, smaller cleanups can be completed within a few weeks, while more complex historical data reviews may take a bit longer. If you require an accelerated timeline, let us know, and we’ll discuss potential fees for a priority completion plan.

The chart of accounts is the foundation of your bookkeeping system. It’s a categorized list of all your business’s financial accounts—such as income, expenses, assets, liabilities, and equity—that organizes transactions for accurate reporting. Think of it as a detailed roadmap of your finances, helping you track where your money comes from and where it’s going.

Cleanup projects are billed based on the scope of work. After an initial diagnostic review, we provide a detailed estimate outlining the cost of organizing your records, correcting inaccuracies, and setting up systems. If you have an urgent need, we offer expedited cleanup services for an additional fee. For transparency, all payments are processed securely through our client portal, Canopy, ensuring smooth and reliable transactions.

Your chart of accounts can be tailored to reflect your business’s specific operations, revenue streams, and cost structures. For example, if you’re in retail, we can create categories for inventory, supplier payments, and eCommerce fees. If you’re in professional services, we might include project-specific income and expense categories. Customizing ensures your financial reports are accurate, actionable, and aligned with your business goals.