MENU OF SERVICES FOR START UPS

Accounting System Set Up Package

Our Accounting System Set Up Package Includes the establishment of:

  • Your Chart of Accounts
  • ADP Payroll System
  • Personnel Files
  • Payroll Tax Account Set up
  • QuickBooks Accounting Package
  • TSheets Timekeeping
  • Bank Account Integration

Monthly Bookkeeping Package

Our Monthly Standard Bookkeeping Package Includes the following modules:

Accounts Receivable

  • Prepare invoices for your customers
  • Prepare customer statements
  • Collect your Accounts Receivable
  • Receive payments from your customers

Accounts Payable

  • Receive and process your bills
  • Maintain a W-9 file for all vendors
  • AMEX and Visa downloads into your QuickBooks database
  • Transact Bill payment and ACH on your behalf

Payroll Services

  • Receive and review time sheets
  • Enter in new employees
  • Terminate employees in the system
  • Maintain personnel files for payroll purposes

General Ledger

  • Bank Reconciliations
  • Payroll Journal Entries
  • Prepaid Expense calculations
  • Deferred Revenue computation
  • Monthly Adjusting Journal entries
  • Year End Journal Entries

Taxes & Tax Forms

  • Coordinate and verify the calculations on your W-2s and W-3’s
  • Prepare your required 1099s and 1096 annually
  • Prepare your personal property tax return

CFO Services Package

CFO's can cost hundreds of thousands of dollars but they are critical to the growth path of a Start Up. We make access to a seasoned CFO affordable by providing monthly retainer packages at discounted prices. Our CFOs will help you jumpstart your company's revenue and profits and help guide you through the cash flow challenges of funding and explosive growth. Our menu of available CFO Services includes:

  • Preparation of Financial Statements
  • Preparation of Monthly CFO Dashboard for the CEO
  • Cash Flow Budget and Cash Flow Analysis and Tracking
  • Accrual Budget and Budget vs. Actual Analysis
  • Strategic CFO Analysis of Your
    Financial Ratios and Strength
  • Business Plan Preparation
  • Facilitate Banking Relationships
  • Prepare Loan Packages with Lenders

Thank you for your interest in our services. To learn more or for our references, please contact Wendy Kessell at (301)706-8300 or email wendy@cforestart.com

Testimonials

I have known Wendy for eight years as her business associate/partner and friend. Wendy is great! She is a very energetic go-getter, who is always working to improve things she is involved with. Just recently, she managed to get elected to the Board of Directors of our Condo Association, and connect me with a large real estate investor, whom I have been wanting to meet with. Wendy is one of those people who gets things done and makes things happen. I know Wendy is completely devoted and focused on CFO ReStart, LLC and I sincerely think anyone who decided to work with her will be making a great decision.

Eric Ragantesi
President of Hunter Roofing Corp
Testimonials

Wendy gets things done. She is a finisher. She combined strategic thinking with lightning fast execution.

Barg Upender
CEO and Founder of Mobomo
Testimonials

I’ve known and worked with Wendy for almost two decades. She was an instrumental part of Altum’s executive team as the company grew to $14M in revenue. You won’t find a more loyal, hard-working, talented and responsive person than Wendy. Wendy has the ability to wear multiple hats in an organization from operations, finance to marketing, sales and strategy. She is a multi-faceted executive that can help any size organization.

Steve Pinchotti
Entrepreneur, CEO of Altum
Testimonials

Wendy Kessell (and CFO ReStart) has been a great help to our small business. We're a month in and we're already getting a clearer financial picture of our company, which is also helping us set a better course moving forward. It's also important to note that Wendy has been helpful beyond the numbers, whether it's reviewing contracts, health plans or other related matters. Running a business is hard, but it's important, (and quite frankly a relief) to be able to turn to Wendy to get the answers we've long needed to know.

Marc Silverstein
CEO of On The Marc Media
Testimonials

I don’t think you should interview other CFO Vendors. Wendy has done stellar work for other companies where I have recommended her. I think you would be hard pressed to find more hustle and competency for the dollar. I don’t believe she locks people into engagements so if for any reason it doesn’t work out or fit your needs, then you can move on.

Jamie Mcintyre
Rewire Capital, Founder and CEO
Testimonials

We have been working with Wendy to do some forecasting, budgeting, and investor reporting. Wendy is great to work with- she is efficient and knowledgeable, and her approaches are quite effective. She works quickly and accurately, and always meets deadlines. I highly recommend her.

Rachel Ratliff-Carleton
Vice President of Operations
Testimonials

When I was first referred to Wendy, it was to help our company as a part-time bookkeeper. She did such an amazing job that as the company grew, she because our full time CFO and Office Manager. She spearheaded all of our accounting and finance as well as HR and office management. As such, Wendy is my go-to CFO and she has assisted me with two other companies as CFO, accounting and finance consultant, filling in even eclectic roles like our facility security officer. Wendy is unbelievably reliable and always gets the job done. You cannot go wrong if you get her on your team.

Ken Fang
Entrepreneur, President of Mobomo
Testimonials

CFO Restart was a tremendous asset to the stability of our company. We have been fortunate to have grown a great deal in the last five years, and have discovered a new set of challenges and a necessary level of sophistication that we were just not prepared for. Wendy and her team did a deep penetration of our accounting works to find our errors and correct them. She also developed repeatable policies and procedures for my accounting team that are imperative for a company of our new larger size. She worked quickly, efficiently, and was judicious with her time. Coming out the other end, my comfort level is much greater on our financial health and compliance.

Sean Welch
Principal of H&B Engineered Products, Inc.