Scale with Clarity. Keep More of What You Make.

We help service and product businesses build cash reserves, grow profit margins, and reduce tax liability through strategic bookkeeping and CFO support.

If You’re Guessing, You’re Bleeding.

Most $500K+ businesses lose $40K–$200K/year from messed-up books, no tax plan, and unclear margins. EFS Group plugs the leaks and gives you a CFO-grade financial engine, without the in-house cost.

Not Just Clean Books. Strategic Financial Clarity.

  • Monthly Financial Reports

Know exactly where your business stands: revenue, profit, and cash, without waiting on your bookkeeper

  • CFO-Level Strategic Reviews

Make smarter hiring, pricing, and investment decisions with financial confidence

  • Audit-Proof Tax Support

Avoid tax surprises with proactive planning and documentation

  • 100% Virtual Delivery

Work with our expert team via Zoom + cloud tools, from anywhere in the U.S.

Our Proven Process

From Chaos to Clarity in 5 Steps

Preview

Quick strategy call to understand your business, revenue, pain points, and goals

Probe

Detailed audit of your books, bank statements, tax history, and financial systems

Plan

Custom Financial Health Score across 6 areas with clear, actionable recommendations

Present

We walk you through your Financial Health Score and game plan, and decide together if we’re a fit

Put Into Motion

We get to work: fixing, improving, and scaling your financial systems

This Is For You If…

  • You’re doing $500K–$10M and ready to get proactive about finances
  • You’ve outgrown DIY systems or “keep-it-compliant” bookkeeping
  • You’re making decisions without clarity on margins, payroll, or taxes
  • You want a partner who gives you strategy, not just spreadsheets

Not A Fit If…

  • You’re under $500K and still figuring out basic ops
  • You just want to file taxes, not fix the source of financial issues
  • You think bookkeeping is a cost center, not a growth engine

Client Results

Our Proven Process: From Chaos to Clarity in 5 Steps

You’re Either in Control of Your Numbers or They’re Controlling You.

 Let’s fix the broken books, eliminate the tax surprises, and get you growing with confidence.

Booking slots are limited. No cost. No fluff. Just clarity.