We help service and product businesses build cash reserves, grow profit margins, and reduce tax liability through strategic bookkeeping and CFO support.
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.
Know exactly where your business stands: revenue, profit, and cash, without waiting on your bookkeeper
Make smarter hiring, pricing, and investment decisions with financial confidence
Avoid tax surprises with proactive planning and documentation
Work with our expert team via Zoom + cloud tools, from anywhere in the U.S.
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.
call
Vibe check to learn more about you and answer any questiona you have about service.
Initial diagnostics
Thorough review of accounting system, financials, and taxes to catch issues/errors, and provide cleanup needs.
Cleanup/setup
(If needed)
Fix YTD transactions and/or amend prior returns. Setup Quickbooks with overview so you understand the system.
Service
Foundation set. Now we can move forward with trust and confidence in the numbers.
Our Proven Process: From Chaos to Clarity in 5 Steps
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.