Welcome to Phoenix CFO Solutions
By John Charette, CPA, CMA – Owner & Your CFO at Phoenix CFO Solutions
Accounting for small business doesn’t have to be painful—not when you have experienced, educated professionals on your side. Many small business owners feel buried under receipts, invoices, and endless reconciliations. The truth? Money is the lifeblood of your business. Without clear visibility into your revenue, expenses, and cash flow, you’re forced to make guesses instead of decisions. And every guess costs you—time, energy, and opportunities.
But here’s the good news: it doesn’t have to be this way. With the right accounting partner, you can stop worrying about the books and start focusing on growth.
In this post, you’ll learn what it’s like when your accounting actually works for you, not against you—and how Phoenix CFO Solutions can help you get there.
Why Phoenix CFO Solutions Should Be Your Go-To Accounting Partner
The truth is simple: your accounting should work as effortlessly as WiFi. You don’t think about it—you just trust that it works. That’s exactly what I aim to deliver.
I bring not just numbers to the table, but education, experience, and drive. With a CPA, CMA, and a master’s degree in accounting and finance, I understand not only how to make the numbers add up but how to make them work for you. Over nearly a decade, I’ve rebuilt accounting systems from the ground up, turning chaos into clarity for small businesses just like yours.
Deep expertise in tools that matter. QuickBooks Online, Gusto, Bill.com—these aren’t just software names to me; they’re the engines I use to automate and streamline the backend of your business.
Proven success fixing broken systems. I’ve transformed billing processes that barely functioned into on-time, cash-generating machines. I’ve rebuilt AP systems so vendors are paid accurately and on time—no surprises, no stress.
Coaching beyond the numbers. I don’t just manage your books. I make sure you understand what’s working, what’s not, and how to move forward. Because no business owner should have to guess about their own performance.
When your accounting system runs smoothly, decisions become easier, cash flow is predictable, and growth stops being a dream and starts being a plan.
How We Make Your Accounting Work for You
Every business is at a different stage. That’s why Phoenix CFO Solutions offers three levels of service, each designed to meet you where you are—and take you further than you thought possible.
1. Foundational Confidence
This package is all about getting the basics right. Accurate books, clean reports, and reconciled accounts are non-negotiable for a healthy business. With Foundational Confidence, you’ll stop stressing over numbers because everything—from QuickBooks setup to monthly reconciliations—is handled. You’ll have clarity, accuracy, and confidence in your financials, so you can focus on running your business, not chasing down receipts.
2. Operational Freedom
When you’re ready to move beyond the basics, Operational Freedom steps in. This level handles the day-to-day operational accounting that eats up your time—billing, invoicing, payroll, and vendor payments. With deeper reporting and quarterly strategy sessions, you’ll gain insights that drive better decisions. Instead of accounting being a headache, it becomes a tool for success.
3. Strategic Growth
For businesses scaling fast, the Strategic Growth package is the ultimate partnership. Here, we handle everything—payroll, 1099s, cash flow management, and high-level financial analysis. We integrate third-party apps to streamline your processes, and we hold monthly strategy sessions to keep your financial operations perfectly aligned with your growth goals.
What makes these packages different isn’t just the tasks we handle—it’s the care and precision behind every system we build. Whether automating payroll through Gusto or syncing vendor payments with Bill.com, I set everything up with intention. The result? A financial operation so smooth, you barely have to think about it.
This Service Was Made for You
Here’s the thing: not every business owner needs a CFO. But if you’re reading this, chances are you do need someone who can take control of your accounting—and give you back your time and peace of mind.
Phoenix CFO Solutions was built for small business owners who:
Are doing the books themselves. You started out handling everything, but now your business needs you to lead, not chase invoices. Every second spent in QuickBooks is a second you’re not growing your company.
Rely on a partner or family member. This is risky. They mean well, but they’re not trained, and their role in your business (or life) is far more valuable than being your unpaid bookkeeper.
Use a “McBookkeeper.” Cheap bookkeeping might look like savings on the surface, but it’s costing you far more in the long run. Inaccurate books lead to bad decisions, tax problems, and lost opportunities. Your business deserves better than a fast-food approach to accounting.
When you put your accounting in the hands of experts, you free yourself to focus on the things only you can do—innovate, lead, and grow.
The Bottom Line: Your Business Deserves Better
Imagine never worrying about whether your books are right. Imagine knowing, with confidence, where your money is going, how your business is performing, and what your next move should be. That’s what happens when your accounting works the way it should.
At Phoenix CFO Solutions, I combine education, experience, and care to create systems that don’t just keep up—they drive your business forward. Whether you need foundational clarity, operational freedom, or strategic growth, there’s a package built for exactly where you are.
If any of this resonates with you, don’t wait. Book a free consultation with Phoenix CFO Solutions today, and let’s build the financial backbone your business needs to thrive.
Because the best time to fix your accounting was yesterday.
The second-best time is right now.