Maximize Your Finances with our Accounting & Fractional CFO Services
Leverage our fractional CFO and accounting services for financial strategy, budgeting, cash flow management, and more – all while enjoying cost savings from hiring a full-time CFO or controller.
Our Accounting and Fractional CFO Services
Bookkeeping
- Prepare and send business invoices and receipts
- Record financial transactions
- Perform customer collections
- Process AP and vendor payments
- Reconcile bank accounts
- Process payroll
Accounting & Controller
- Cash flow management
- Reconciling journal entries
- Deferred revenue and accruals
- GAAP accounting
- Sales tax returns
- Process improvements
- Month-end close
- Financial Statement Preparation
- Training for your team
Fractional CFO
- Financial management
- Budgeting
- Short and long-term forecasting
- Analyzing customer acquisition costs and lifetime values
- Strategizing with management and providing financial expertise
- Working with CPAs on annual tax filings
- Negotiating debt arrangements
- Maintaining relationships with banks, lenders, and investors
- Analyzing company sponsored benefit plans
- Performing due diligence and valuation on business acquisitions
Who We Are
Waters Financial Group (WFG) was founded and is led by Jason Waters, a seasoned financial expert and financial advisory leader located in Marietta, GA.
Jason founded WFG to help small business owners and decision makers make the best financial decisions for their futures.
Today, WFG achieves that mission by helping business owners and decision makers who want to delegate costly, time-consuming financial responsibilities beyond their expertise.
Click the button below to see our leadership team.
Jason Waters CFP®, Founder & CEO of Waters Financial Group
Contact
Call or text: (404)-850-9555
707 Whitlock Avenue Suite E-18 Marietta, GA 30064
[email protected]