Why Tailored Financial Solutions
More than a bookkeeper.
Less than a full finance team.
Most bookkeepers record what happened. A CPA shows up at tax time. TFS does both — plus the forward-looking CFO layer that tells you where you're going and how to protect your margins as you grow.
| What You Get |
Tailored Financial Solutions ✦ All-In-One |
Typical Bookkeeper |
CPA Firm (Tax Only) |
In-House Finance Hire |
|---|---|---|---|---|
| Core Financial Operations — The Basics | ||||
| Monthly BookkeepingClean, reconciled books every month | ✓ | ✓ | Add-on | ✓ |
| Monthly P&L, Balance Sheet & Cash Flow ReportsKnow where the business stood every single month | ✓ | ✓ | Annually | ✓ |
| Payroll ProcessingAccurate, on-time, every pay period | ✓ | Some do | − | ✓ |
| Sales Tax Compliance & FilingsStay current — no surprise penalties | ✓ | Rarely | Add-on fee | Varies |
| Where TFS Separates — The CFO Layer | ||||
| Fractional CFO AdvisoryStrategic financial guidance without the $150K salary | ✓ | − | − | Full-time hire only |
| Cash Flow ForecastingSee 30, 60, 90 days ahead — not just last month | ✓ | − | − | Depends on role |
| Margin & Profitability AnalysisKnow exactly where you make money — and where you're leaking it | ✓ | − | Tax time only | Varies |
| Budget vs. Actual TrackingAre you hitting the plan — or drifting from it? | ✓ | − | − | Depends on role |
| Custom Financial DashboardCash runway, margins, and KPIs in one view | ✓ | − | − | − |
| Fortune 500 Financial Structure Applied to Your BusinessThe same disciplines large companies use — built for your stage | ✓ | − | − | − |
| Cost Comparison | ||||
| Flat Monthly Pricing — No SurprisesKnow exactly what you pay every month | ✓ | Varies | Hourly | − |
| Fraction of One Full-Time SalaryAll of the above for less than hiring one person | ✓ | ✓ | ✓ | − |
| Dedicated Contact Who Knows Your BusinessNot a different person every call | ✓ | Sometimes | − | ✓ |
Ready to see what your numbers are actually telling you?
Most clients see full financial clarity within 30 days of onboarding.
No long-term contracts. Cancel anytime.
tailoredfinsolutions.com · Tailored Financial Solutions