A law firm is a business, and it has to make a profit to survive. Many attorneys have less and less time for bookkeeping. We keep your books current and handle the day-to-day accounting, so you can focus on your clients.
We also work with your outside CPA, so you know your tax position and avoid surprises at tax time.
How we help
Non-profits and education institutions answer to a board and to donors, and their accounting works differently from a business. We set up fund accounting that separates net assets with and without donor restrictions. Then we give your board clear reports on programs, fundraising and the budget.
Reports we provide
Many clubs run on slim margins. We help the board and management understand the financial health of every department, from the course to food and beverage, so they can act on real numbers.
Reports we provide
Financial advisory firms, sometimes called brokerages, give advisors the tools to grow their own business. We help owners and managers see how each advisor, office and group adds to the firm’s profit, so they can adjust their strategy.
Reports we provide
From trucking and buses to limousines and shipping, transportation and logistics companies run on thin margins. Fuel, labor and regulations can change the numbers quickly, so many owners outsource their back office. We give them the reports they need to know their true costs and profit.
Reports we provide
Balance sheet, profit and loss, and payables and receivables aging.
Cash flow and earnings forecasts.
An annual budget and business plan, with actual results compared to it.
Key performance indicators built for your business.
A review of your internal controls and written procedures (SOPs).
Help with lines of credit and banks, and work with your CPA, insurer and auditors.
Alan G. Lefkowitz, CPA, founded CFO Strategies in 2009 and has more than 30 years of financial leadership experience. For over 10 years he was CFO of mid-sized construction and real estate companies, overseeing the financial performance of major New York projects, including the Yankee Stadium and the Goldman Sachs office tower. Today he and his team bring that experience to contractors who need CFO-level help without a full-time hire.
Yes. Construction is our focus, but we also work with a small number of law firms, non-profits and education institutions, country clubs, financial advisory firms and transportation and logistics companies.
The same core work we do for contractors: books kept current, monthly financial statements, cash flow forecasts and budgets, plus the reports your industry needs.
Yes. We work in person in New Jersey and New York and offer virtual support everywhere else.
