Strategic Accounting & Fractional CFO Services
Your Financial Future Depends on Clarity with Numbers
We look beyond today's transaction to focus on tomorrow's profit.
We provide reports that are actionable and strategic, giving you the clarity to make confident decisions.
We provide services across three key areas to ensure your business is compliant, optimized, and ready for growth.
1. Compliance & Reporting
Stay on top of bookkeeping, payroll, and taxes with accurate, timely reporting that keeps your business audit-ready and stress-free.
2. Financial Clarity
Get monthly insights, cash flow reports, and data-driven guidance so you always know exactly where your business stands.
3. Strategic Growth Support
From forecasting to business consulting, we help you make smart financial decisions that drive sustainable growth.
While using Quickbooks tools, Sage, Godaddy accounting, Xero, Hubdoc, and others, our team is extensively experienced in the systems needed for success.
Our goal is to have your accounting systems running smoothly, and ensure your books are clean, current, and ready to be examined by a potential buyer, auditor or banker.
Numbers Matter reviews your business goals and offers you solutions from concept to execution, tailored to your needs. If you have complex data and need help understanding it or just someone to guide you to success, call us today!
Compliance and Risk Reduction Body
Most small business owners need legal guidance but don’t have access to in-house counsel. To help you run your business smoother and reduce risk, we have partnered with CTA Integrity, who offer a team of legal professionals to assist with:
Business Formation (new entities)
Legal Documents (operating/partnership agreements)
Registered Agent services
Annual Reporting & Filings
Payroll/Sales Tax Registration Support
Financial Services
Compliance & Cleanliness (The Foundation) Focus
Ensuring you're accurate, compliant, and ready for anything.
Bookkeeping: Clean, accurate, and current records every month.
Payroll Management: Easy, timely, and compliant payroll processing.
Sales Tax Preparation: Accurate filing to avoid penalties.
Disaster Cleanup: Expert remediation of previous messy or inaccurate books.
Strategy & Growth (Fractional CFO Support) Focus
Making your numbers work for you.
Business Consulting: High-level strategic guidance and financial oversight.
Management Reporting: Actionable monthly reports that drive better decision-making.
Financial Modeling: Budgeting and forecasting for future investment and expansion.
Tax & Future Planning (Maximizing Wealth) Focus
Minimizing tax liability and building long-term wealth.
Income Tax Preparation & Review: Scrutinizing your tax situation to ensure accuracy and compliance.
Proactive Tax Planning: Developing strategies to legally reduce your year-end tax burden.
Retirement Planning: Structuring business and personal accounts for maximum wealth accumulation.
“Mr. Chris Fallon and Numbers Matter changed my life.
I had been avoiding the IRS and didn’t know how I was going to pay. Chris knew exactly what to do. He laid out a tax strategy and I followed it. It is now 2021, and I am no longer running from the IRS.
My perspective and the way I handle taxes and business has changed for the better. I owe it all to Numbers Matter and Chris. I highly encourage everyone to meet with him. I promise that you will be well taken care of!”
Our 3-Step Onboarding Journey
Diagnostic Review & Tax Assessment
We begin with a deep dive into your current tax and financial situation. We check for compliance, correct any immediate issues, and assess your current reporting structure to establish your financial baseline.
Cleanup & Optimization
We examine your current software (QuickBooks, Xero, etc.), ensure data integrity, and implement optimized systems to guarantee your books are clean, current, and auditable at all times
Strategic Roadmap & Reporting
With a clean foundation, we establish customized reporting and a clear Strategic Roadmap. You’ll begin making informed decisions based on accurate data, setting your business up to genuinely support your financial goals.
You can plug into this process at any point, depending on the immediate needs of your business.