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Accounting · Controller · Fractional CFO & Business Advisory Services — backed by 30+ years of financial leadership and CPA experience.
MORE THAN BOOKKEEPING
MORE THAN BOOKKEEPING
Accurate books are only the beginning. Horizon CFO Solutions helps small and growing businesses understand their numbers, improve financial visibility, manage cash flow, and make better-informed business decisions.
Whether you need reliable bookkeeping, stronger financial reporting, Controller-level oversight, or Fractional CFO guidance, services can be tailored to the needs of your business.
ACCOUNTING SERVICES
ACCOUNTING SERVICES
Accurate books, reconciliations, cleanup, QuickBooks support, month-end close and financial reporting.
CONTROLLER SERVICES
CONTROLLER SERVICES
Financial oversight, management reporting, cash-flow management, KPIs, profitability analysis and accounting process improvement.
FRACTIONAL CFO & BUSINESS ADVISORY
FRACTIONAL CFO & BUSINESS ADVISORY
Budgeting, forecasting, cash-flow planning, financial analysis, profitability and strategic decision support.
CONSTRUCTION & PROJECT ACCOUNTING
CONSTRUCTION & PROJECT ACCOUNTING
Job costing, WIP reporting, project profitability, budget-to-actual reporting and cost-to-complete forecasting.
DO ANY OF THESE SOUND FAMILIAR?
DO ANY OF THESE SOUND FAMILIAR?
My books are behind or I don't trust my numbers.
My business is profitable, but I don't know where the cash is going.
I'm getting financial reports, but I'm not sure what they're telling me.
My business needs more financial oversight, but I'm not ready for a full-time Controller or CFO.
I don't know which jobs, projects, or customers are actually making money.
EXPERIENCED FINANCIAL LEADERSHIP WITHOUT THE FULL-TIME COST
EXPERIENCED FINANCIAL LEADERSHIP WITHOUT THE FULL-TIME COST
Horizon CFO Solutions is led by Lori Tell, CPA, a U.S. and Canadian CPA with more than 30 years of financial and business experience.
Lori's background ranges from owning an accounting practice serving small businesses to leading finance for a $100M+ private-equity-backed organization. Her experience spans public accounting, manufacturing and distribution, oil & gas, aerospace, construction, and real estate.
Today, she brings that experience to small and growing businesses that need stronger financial information, oversight, and guidance without the cost of building a full in-house finance team.
CPA
CPA
U.S. & Canada
PRACTICE OWNER
PRACTICE OWNER
Small Business Accounting
30+ Years
30+ Years
Financial Experience
$100M+
$100M+
Finance Leadership
CONSTRUCTION & REAL ESTATE EXPERIENCE
CONSTRUCTION & REAL ESTATE EXPERIENCE
LET'S TALK ABOUT YOUR BUSINESS
LET'S TALK ABOUT YOUR BUSINESS
Not sure what level of financial support you need? Start with a complimentary 30-minute Business Financial Health Check.
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