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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.

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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.

See How Much You Could Be Saving →

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.

Get Your Financial Health Score

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

Our Client Intake process

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.

Client Results

Our Proven Process: From Chaos to Clarity in 5 Steps

I was initially nervous about working with an accounting service for my taxes, but EFS Group quickly put my worries at ease. Their team was incredibly professional, patient, and knowledgeable, guiding me through every step with clarity and confidence. They took the time to answer all my questions and made the entire process seamless and stress-free. Their dedication, attention to detail, and exceptional service exceeded my expectations. I highly recommend EFS Group to anyone in need of reliable and expert accounting services!
Tamika Fletcher of Ryan’s Little Cubs Learning Center, LLC
Tamika Fletcher of Ryan’s Little Cubs Learning Center, LLC
My company, Twice Media Productions, has been working with EFS Group for nearly 3 years. They handle everything from our payroll to bookkeeping to tax services to CFO advisory. We trust Ephraim and his team because of how professional, attentive, and thorough they are. While they oversee our finances, it gives us the peace of mind to focus on growing as a video technology company.
Tiffany Williams of Twice Media Productions, LLC
Tiffany Williams of Twice Media Productions, LLC
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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.

Book Your Free Financial Preview Call

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