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Subscription Services

Our subscription-based services provide ongoing, real-time accounting and advisory support, so you get the insight you need when you need it. Led by CPAs and tailored to your growth stage, each service tier delivers the right level of financial oversight without the cost of a full-time hire.

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Planning Insight

Business Insights

Financial Planning Today for a Stronger Tomorrow

Business Insights is designed to give company leadership and entrepreneurs the clarity and tools they need to plan ahead with confidence. This service includes monthly financial dashboards, tailored KPIs, cash flow forecasting, budget creation, and strategic reporting to help you monitor performance and make informed decisions.

Business Insights Lite  is also available for those who need streamlined forecasting, KPIs, and financial check-ins without the depth of full financial modeling.

Smart Foundations

Microbiz Essentials

Focused Financial Support for Forward Momentum

MicroBiz Essentials is built for small businesses, STEM startups, and emerging government contractors that need advanced accounting support beyond basic bookkeeping. This service includes job cost reporting, indirect cost rate calculations, auto-forecasting, performance dashboards, and monthly meetings, all delivered through our proven tech stack and processes. It’s ideal for business owners who want to scale confidently, reduce risk, and free up time, all without the cost of an in-house team.

Financial Precision

Controller

Precision That Powers Financial Performance

Our Controller service is designed for businesses that need experienced oversight and financial discipline without a full-time hire. We will oversee all the daily accounting operations and closely monitor your company’s financial health, providing you a clear picture of your company at any given time and accurate financial reporting under GAAP.

Strategic Foresight

CFO Services

Strategic Insight for Financial Growth

The virtual CFO will serve as your ultimate Trusted Advisor. Gone are the days of being reactive when crises arise. You now have a partner to bounce ideas off of and get advice on your plans for the future. With foresight leading the way, we can assist in all strategic aspects of your company’s financial affairs.

Looking for Traditional Accounting?
Learn More About Our Other Services!

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Service Tiers

We provide a range of virtual subscription services, all designed to reduce your accounting workload while you focus on winning more government contracts and growing your business.

MicroBiz Essentials

Focused Financial Support for Forward Momentum

The advanced essentials you need to stay compliant and in control — including job cost reporting, indirect cost rate calculations, and performance dashboards — so you can focus on building your business, not your back office.

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Controller

Precision That Powers Financial Performance

Our Controller service adds a layer of financial oversight with internal controls, audit readiness, and GAAP-compliant reporting — ideal for businesses subject to DCAA and FAR requirements.

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CFO

Strategic Insight for Financial Growth

Access executive-level financial guidance. We help you forecast, optimize cash flow, and align financial strategy with your business goals — all through an outsourced, virtual CFO model.

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Business Insights

Financial Planning Today for a Stronger Tomorrow

Gain forward-looking clarity with custom dashboards, management reports, forecasting, and expert financial analysis — built to support strategic decision-making and long-term success.

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Business Insights Lite

Focused Financial Guidance, Right-Sized for You

Includes KPI dashboards, a management summary, forecasting, and two monthly check-ins — a streamlined package for leadership teams who want smarter planning without full-scale FP&A.

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How We Work Together

You need a well-defined path out of accounting chaos – Our process for onboarding clients ensures we don’t miss things that matter to you.

Basic Client Qualifications
  • Revenue of up to $50 million
  • S corporation, C corporation with individual shareholders, or Partnership w/working partners
  • Open to conversion to our standardized software, processes and procedures
    • Standardized chart of accounts compliant with DCAA/FAR
    • Selection of hosted QuickBooks Enterprise, PROCAS or WrkPlan
    • Use of the approved applications in our Tech Stack
  • In-house staff (only if selecting Controller or CFO) to perform day-to-day data entry, bill paying, invoicing, and reconciliations according to our guidelines
  • Unlimited access to data and files necessary for the services selected and can be provided within 2 business days of request
  • Can work within the confines of a predetermined schedule

If you do not meet the size qualifications, you may still benefit from our more traditional CPA firm services

Review our Tech Stack

Efficiency starts with utilizing a proven set of tools that get the job done, while reducing errors and workarounds. Our Tech Stack ensures we can provide consistent results to all of our clients. The result is also a team of subject matter experts who can resolve issues as quickly as possible.

Initial Pricing Prerequisites

If you are interested in in receiving a ball-park price by the end of your consultation, we will need to put some real data into our crystal ball. The more items that you can provide beforehand, the better the accuracy of the preliminary price. However, we will require a client assessment and additional information before finalizing the prices.

You can review the list of the items we will need for the initial pricing estimate here.

Step 1 - Onboarding

We’ll discuss your needs, pain points, and future focus strategy in order to determine which level of service will deliver the results you are seeking from outsourcing your finance and accounting.

Our pricing charts provide an overview of the services offered in each tier.

Step 2 - Client Assessment

We perform a client assessment of all clients. We evaluate business processes to identify gaps, identify opportunities for improvement, assess internal control risks, and map out how to move you from chaos and inefficiencies to reliable financial data for strategic planning. At the end of our “mini-audit”, we provide a report of our findings, include recommendations, and diagram the transition to a new normal by utilizing our virtual CFO services.

This step also minimizes price changes because unexpected issues popped up after onboarding.

We do charge a one-time fee for our client assessment.  It is value-added work, and you will receive a deliverable that you can use whether you decide to utilize our services or not.

Step 3 - Client Implementation

After the client assessment and acceptance of proposal of subscription services, we begin the client implementation. We will work with you to organize your information, so you can be confident that the reports we issue are both accurate and adhere to industry standards. Implementation includes orientation and setup of systems.

Next, we develop your specific forecast, key performance indications, and necessary budgets, depending on the services selected.

We agree on a GoLive date and work with you to make sure your financial records are error-free as of that date.

The process takes a couple of weeks, depending on the level of service requested. 

Beginning with the first month of going live, you will receive real-time monthly financial results of your operations. Now you can focus on winning more government contracts and strategically growing the business.

Don’t Just Take Our Word

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– Scott Delcore, Vice President, Interclypse

We would like to thank you and your team for all of the hard work over the years working as the Interclypse external accountant. As a new business we could not have achieved what we have without your oversight, experience, and constant mentoring. We will continue to refer new startup businesses to Cheryl Jefferson & Associates especially those that plan to do business with the federal government. Again, we cannot thank you enough for the support you have given Interclypse.

– George Allison, Vice President, HS Allison, Inc.

We approached Cheryl Jefferson & Associates as we were looking for an accounting firm to assist us in becoming DCAA compliance. I appreciate CJA’s knowledge of government contracting and found the experience to be immensely professional. I highly recommend CJA to businesses that need government contract accounting.

– Nick Kennedy, CEO, Innovative Systems & Solutions, Inc.

We approached CJA because our former accountant was leaving this space and sent us a list of accountants that we could check out. The first call I made was to CJA. They were so thorough, and so professional, I didn’t feel the need to reach to anyone else. As a small company that wants to grow in size, they are so good about making sure all of the accounting and bookkeeping is in line with that goal. I feel really good about the fact that as we grow, our accounting procedures and our books will be compliant.

– Selina Majewski, Bookkeeper, TS Services, LLC

I approached Cheryl Jefferson & Associates as they were a local company and we needed government contracting compliance. We are now compliant and I am thrilled with the personalize service I received. CJA was always readily accessible to respond to my inquiries. This has overall been an enjoyable experience and I would recommend CJA to any company that needs government compliance.

– Al Leandre, President, Vyalex Management Solutions

The auditor just left and the audit went beautifully. He told us that everything looks great and we can expect the official word at the end of the month.

– Regina Thyberg, Esq., Contracts/Legal, Freedom Consulting Group

We got official notification from DCAA that our review was a success! The auditor told me that his office had determined that our system was satisfactory on all points, and the written report would be available soon. Thanks so much for all the help CJA provided!

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