HELPING SMALL BUSINESS OWNERS ACHIEVE THEIR GOALS

Better Advice for a Profitable Future


CPA Certified Public Accountant Certified ProAdvisor Online Certification Quickbooks Desktop ProAdvisor Certification Xero Certified Advisor Freshbooks Certified Accountant Bill.com Certified Spotlight Reporting NJCPA
CPA Practice Advisor certification Accountex  Network

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PART-TIME CFO SERVICES

Need CFO-level expertise in managing the accounting and tax function in your business? From the smallest detail to executive level financial advice, our part-time CFO services provide you with the knowledge and expertise of a Chief Financial Officer without the expense of an annual salary.

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SOFTWARE SETUP, CLEANUP & TRAINING

Many small businesses owners are running their business with financial information that is incorrect or out of date. If you think your numbers don’t make any sense, you might be right! We provide a customized approach to setting things up correctly, fixing issues, and training you and your staff.

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BOOKKEEPING OVERSIGHT

How do you get your bookkeeping done? Business owners may do it themselves or use internal admin staff, a local part-time bookkeeper, or a bookkeeping service. Having a CPA on hand to provide oversight, identify issues, and answer questions will ensure your financials are on track and correct.

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UNDERSTAND YOUR NUMBERS

If you’re running your business by your bank balance, you’re not alone, but it’s not the best way, either! Understanding the current financial state of the business is integral in being able to make informed business decisions that will increase revenue, profits and cash flow. And we have a unique service just for that.

CLIENT FOCUSED

We are not a traditional accounting firm. We work closely with our clients, interact regularly, and advise on all things that impact the financial health of their business. We understand the unique challenges our clients face and we are a partner in their success.

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RESULTS DRIVEN

We focus on growth and profitability as the driving factor in how we work with our clients. Our methodologies go beyond traditional accounting, tax and reporting services to ensure your business is achieving both your professional and personal goals.

MOM BOSS

VICKI HAS RECENTLY BEEN FEATURED IN THE NEW BOOK MOM BOSS

“Because she is flexible, creative, and focused on results, she gets a slew of referrals.” Part of her generosity is sharing tools with startups” – Referring to Vicki Kosuda, Nicole Feliciano – Author of Mom Boss and CEO of Momtrends

Mom Boss by Nicole Feliciano Book cover

TESTIMONIALS

“Vicki takes the hassle out of bookkeeping for my small business – she simplifies processes, improves reporting, and generally takes stuff off my plate so I can stay focused on what I love to do.”

Marisa Smith - Same Page Leadership

“Vicki has been such a valuable resource as I’ve worked to grow my business. She is patient but firm, super organized and knowledgeable. She has helped me to develop a good understanding of the true financial picture with regard to my business, and to crystallize what needs to be done to continue to grow. In addition, she has been a great sounding board whenever I’ve found myself considering taking an important step forward.”

Robyn Carter - Jump Rope Innovation

“After going through a few accountants who didn’t understand our business and didn’t offer the kind of attention we needed, we chose Beyond Financials and never looked back. We’ve been working with Vicki for several years now and couldn’t be happier. She is consistent, professional, and offers guidance that goes beyond accounting. Vicki is a total rockstar.”

Sunny Bonnell - Motto

“Teaming up with Vicki was one of the best strategic moves I’ve made. Having a solid grasp of my business’s numbers allows me to make better decisions and to understand and appreciate areas for growth.”

Nicole Feliciano - Momtrends

“We are a small business working with Vicki and Beyond Financials Consulting for over 5 years now. She has helped us simplify our accounting and reporting and is very responsive to our requests for help. They are professional, helpful, and knowledgeable and are very good at keeping things simple!”

Mark F. Swingle - Westfield Financial Planning

“We have been working with Vicki for close to 3 years; here’s why: exceptional attention to detail, superior reports, on time execution of our AP/AR functions, provides help with our tax preparation and available when we need quick answers to questions or clarifications. It has been an outstanding experience.”

Charles Saldarini - Relovate

“Vicki is a lifesaver! I have recommended her to other small business owners and now they are clients — and fans! Vicki is calm and reassuring, willing to take time to explain issues and extremely adept at what she does. I can’t recommend her highly enough.”

Elise Zealand - CoreMotion

“One of the best decisions I have made was retaining Beyond Financials a few months into the start of my business. Vicki is much more than an accountant – she takes her time to understand each one of her clients and helped us craft a strategy for success. She isn’t afraid to voice her opinion and is careful to research each matter. As a technology company that has to stay current, I am pleasantly surprised at how she is continually staying current on legal, regulatory, tax and other pertinent areas. If needed, she has consulted outside resources so that we can make decisions with a complete 360 view. As we approach our fifth year in business, with growth each year, I could not have done it without her. She is one of my most trusted advisers and has helped us keep our company moving in the right direction.”

Mohammed Iqbal - Sweatworks

“Vicki and her team are always there for me and my business. They are an integral part of my team and I would be lost without them. Thank you for everything you do for me!”

Tom Gaynor - G Wiz Computer Consulting

“Vicki is a lifesaver. She’s knowledgable and helpful when it comes to all things accounting and taxes. Vicki is super responsive and explains things so that I understand them, and she is incredibly patient in doing so. Providing both bookkeeping and tax returns has made my life so much easier! Hiring her was one of the best things I’ve done for my business.”

Danielle LeComte - SECOND+WEST

“Vicki is organized, efficient and almost always quick to respond to any questions, no matter how big or small they might be. By working with Beyond Financials I have peace of mind at any point of the month or year that my books are always in order and I have some to ask anything to when it comes to taxes or financials for my S Corporation. It’s great that Vicki not only knows the books and how they should work, but is a certified accountant that is also overseeing the taxes and payroll.”

Nicole LaFave - Design Womb

“I came to Beyond Financials Consulting (BFC) when I started a new business. I was the only employee and had no accounting experience. BFC’s work in setting up my books in Xero and providing me with a basic accounting tutorial was crucial to helping me acclimate to operating a business. Since that time, BFC’s on-going review and guidance for my accounting remains invaluable.”

Dean Semer - Semer Law Firm
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