Accounting & CFO Services

Accounting is meant to be boring, leave that to us. We partner with you to help build your strategic financial vision and value.

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OUR CLIENTS

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BUSINESS ACCOUNTING SERVICES

Comprehensive Business Accounting Services

Go beyond basic bookkeeping with our comprehensive accounting services. We deliver services focused on financial statement analysis, regulatory compliance, and strategic insights to drive your organization’s success.

Consistent, reliable monthly accounting services that keep your financial records current, accurate, and ready to support management decisions.

We prepare clear, GAAP-compliant financial statements that provide transparency, support audit readiness, and meet stakeholder expectations.

End-to-end payroll support to ensure employees are paid accurately and on time, with proper reporting and compliance handled correctly.

We help manage cash flow by overseeing accounts payable and receivable processes, improving accuracy, timeliness, and internal controls.

Strategic budgeting and KPI development to help leadership teams monitor performance, plan effectively, and align financial goals with operational priorities.

We prepare and file accurate, timely tax returns while working closely with your organization to ensure compliance with applicable regulations and reporting

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OUR BENEFITS

Benefits of Our Accounting & CFO Services

Gain meaningful financial oversight with accounting and CFO services designed to support sound governance, operational discipline, and informed decision-making. Our approach delivers accurate reporting, consistent processes, and financial insight that leadership teams can rely on.

Enhanced
Financial Clarity

Access clear, well-structured financial information that supports confident decision-making, board reporting, and long-term planning.

Operational Efficiency

Streamlined accounting processes and reliable monthly reporting reduce internal burden while improving consistency and accuracy across your financial operations.

Strong Compliance & Control

Maintain confidence in your financial reporting with disciplined processes that support regulatory requirements, internal controls, and audit readiness.

Strategic
Financial Insight

Benefit from budgeting, KPI development, and forward-looking analysis that help leadership teams anticipate challenges, evaluate performance, and plan responsibly.

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Dedicated
Professionals

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Years of Proven Experience

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Focused Service and Team

WHY CHOOSE US

What Sets Our Accounting & CFO Services Apart

Our accounting and CFO services provide structured financial oversight, accurate reporting, and practical insight for organizations that require clarity and consistency. We deliver full accounting services and advisory support designed to strengthen financial management without unnecessary complexity.

Proven Nonprofit & Industry Experience

For more than 50 years, we have delivered CFO and accounting services to nonprofits and organizations with complex reporting and regulatory requirements.

Proactive, Collaborative Support

Our CAS accounting services emphasize transparency, consistent communication, and proactive guidance to support sound financial decision-making.

Trusted Financial Partner

Clients rely on us for accounting and CFO services that reduce internal burden and provide dependable financial leadership.

Scalable, Full Accounting Services

We provide full accounting services that adapt as organizations grow, from monthly accounting to budgeting and KPI development.

EXPERIENCE THE GO DIFFERENCE

Accounting & CFO Services Team

Jason Mallon

Accounting & CFO  Services

Jason Mallon, CPA

Partner

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Brian

Accounting & CFO  Services

Brian Vinciguerra

Partner

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Accounting & CFO  Services

Rosalie Claypool, MBA

Manager

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Accounting & CFO  Services

Anaïs McClard

Manager

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Accounting & CFO  Services

Amanda Schaffer, CPA, MAcc

Manager

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Accounting & CFO  Services

Stephen Brown, CPA

Senior

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Accounting & CFO  Services

Michael Harris

Associate/Staff

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Accounting & CFO  Services

Nicole Newton

Associate/Staff

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CONTACT US

Get Started with Our Accounting & CFO Services

Ready to unlock your organization’s full financial potential? Reach out today to discover how our tailored accounting business services can provide clarity, control, and support for your strategic goals.

ACCOUNTING SOFTWARE & TECHNOLOGY

Software Solutions

Our technology-driven approach ensures accurate reporting, insightful analysis, and seamless integration, providing the financial intelligence you need for confident decision-making and efficient operations.

Comprehensive Accounting Platforms

We leverage trusted platforms like QuickBooks Online and Bill.com for seamless financial management and accurate business accounting services.

Integrated Payroll Systems

Our expertise extends to various payroll systems, including ADP, Paychex, Gusto, and Paycom, for efficient payroll management and comprehensive accounting analysis.

Secure Document Management

We use Axcess and SafeSend platforms for confidential document exchange and secure collaboration, ensuring your financial records are protected.

Real-Time
Financial Insights

Technology-driven processes provide immediate access to key financial metrics and strategic insights, allowing for proactive financial management.

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WHO WE SERVE

CPA Services For Organizations With Complex Financial Needs

We work with established organizations that require disciplined financial reporting, regulatory compliance, and thoughtful advisory support. Our experience spans nonprofit and for-profit organizations with operational complexity and long-term planning needs.

Nonprofit & Community

Real Estate & Construction

Professional Services

Multi-Unit & Franchised Operations

Business, Technology & Industry

Healthcare Organizations
FAQ

Frequently Asked Questions

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Accounting and CFO services provide comprehensive financial oversight, including monthly accounting, financial statement preparation, budgeting, KPI development, and strategic financial guidance. These services are designed for nonprofits and businesses that require accurate reporting, compliance support, and informed financial leadership.

Full accounting services extend beyond recording transactions. They include structured monthly accounting, financial reporting, and analysis that support governance, audit readiness, and strategic decision-making.

CAS accounting services describe an ongoing service model focused on consistent reporting and advisory support. Our accounting and CFO services are delivered through this CAS model, ensuring continuous financial oversight rather than reactive, year-end engagement.

CFO and accounting services provide leadership teams and boards with reliable financial information, performance metrics, and forward-looking insight, supporting sound planning, oversight, and risk management.

Yes. Our accounting and CFO services are structured to support nonprofit reporting requirements, compliance obligations, and transparency expectations for boards, funders, and regulators.

Clients often come to us feeling overwhelmed, frustrated, or stuck, wearing too many hats and struggling to keep up with financial responsibilities, which we help alleviate by providing clarity and support.

Organizations receive ongoing support from experienced professionals who work collaboratively with internal teams, providing both day-to-day accounting oversight and higher-level financial guidance as needed.

Organizations receive ongoing support from experienced professionals who work collaboratively with internal teams, providing both day-to-day accounting oversight and higher-level financial guidance as needed.

RECENT NEWS

Latest Updates and Insights from Greenwood Ohlund

Accounting should be boring

Case Study: How Better Onboarding Turned a Duplicated Revenue Mess into “Boring” Accounting

June 8, 2026

When a client of ours began working with our outsourced accounting team, the organization was dealing with a significant accounting cleanup issue. Their point-of-sale system, Zenoti, had not been properly mapped into QuickBooks Online, which caused a substantial amount of duplicated activity, particularly duplicated revenue. Management knew there was a problem, but the accounting records were not reliable enough to

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Five Financial KPIs Every Independent School Should Monitor

May 26, 2026

Independent schools are mission-driven organizations, but long-term mission success depends on financial sustainability. Board members and school leaders need clear, consistent financial indicators that help them understand whether the school’s operating model is healthy, whether tuition is keeping pace with costs, and whether resources are being used in a way that supports students, faculty, and the broader school community. While

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