VentureCFO

Next Level Accounting
for Growing Companies

Meet Sanford

Fractional CFO

When it comes to refining your financial statements and processes, Sanford Levings is a seasoned veteran. Sanford’s 35-year career includes positions in an array of financial capacities: co-founder, investor, consultant and CFO in numerous early stage companies.

Our Process

Sanford’s work passion is to help business owners develop sound financial operations such as when an entrepreneur’s early stage company begins to scale, or when a company is undergoing internal / external transition.
Step 1

Bookkeeping Assessment

Our assessment starts by reviewing your current financial statements and bookkeeping practices. We will list recommendations along with an explanation on the why and how for making these improvements.

step 2

Bookkeeping
Clean Up

This work can sometimes be challenging, but the payback is recognized immediately. Don’t worry, we’ve done this work hundreds of times. What is often surprising to our clients is that we often simplify your existing bookkeeping records as we often consolidate (merge) many of your accounts.

step 3

CFO Level
Reporting

A CFO’s task is to provide timely and accurate financial statements to the owners of the business. These critically important financial reports transport business owners to an new level of business acumen.

step 4

CFO Level
Decision Making

Timely and accurate financial statements takes business strategizing to an entirely new level.

Our Services

When it comes to refining your financial statements and processes, Sanford Levings is seasoned veteran. Sanford’s 35-year career includes positions in an array of financial capacities: co-founder, investor, consultant and CFO in numerous early stage companies.

Venture CFO Services
  • What revenue and expense accounts do you need?
  • What accounting software should you decide on?
  • Who is going to perform the bookkeeping?
  • How do you budget so that you can best plan for the future?
  • What transactions should need automation?
  • What checks and balances do you need to put into place??
  • What financial metrics do you need to focus on?
  • What is the value of the business?
  • What are the margins in each product line??

Let’s Review Your Financial Statements

VentureCFO Serves Clients throughout the Country

In this digital age, accounting is now performed anytime from anywhere

Albuquerque, NM

Atlanta, GA

Birmingham, AL

Dothan, AL

Fresno, CA

Hobart, IN

Los Angeles, CA

Midlothian, VA

Santa Clara, CA

Stratford, TX

Washington, DC

Case Studies

Cash Flow vs Net Income

Cash Flow vs Net Income

The Challenge Net income, often, but not always, tracks closely with net income.  Does your company consistently generate reports showing your cash flow vs. net income discrepancies? The Solution Ideally, business owners shouldn’t stay immersed in month-to-month cash...

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Facts, Analysis, Detail… Repeat

Facts, Analysis, Detail… Repeat

Measure results, and determine what’s working and what’s not The Challenge Great accounting systems always generate valuable data.  For fast growing companies, flying by the seat of your pants is a dangerous way to operate.  Are you taking your data, which is...

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Testimonials