CustomOne CFO & Controllers

Owners who need senior finance help without the cost of a full-time chief financial officer are the core clients of CustomOne CFO & Controllers, an accounting firm based in Des Moines, Iowa, with an office in Omaha, Nebraska. Its work is aimed at entrepreneurs and family businesses, including smaller companies, across the greater Des Moines area and Omaha. The firm describes its outsourced services as a way to reduce costs, add expertise, bring in more depth of staff, and separate duties so that one person does not control every financial step.

Fractional CFO work for growing businesses

The firm's CFO service can be full time, part time or customized to the client's need. It says its CFOs take each client's own situation into account and look for the issues that might hold back growth. The work listed on the site includes preparing financial statements, managing treasury and cash flow, writing business plans, and planning and analyzing finances. The cash flow side includes budgets and projections that match the business's goals. Advice also covers the general management of human resources and property, and technical points on tax, insurance and banking. The firm says it gives unbiased views of business practices and industry needs, and it recommends accounting and bookkeeping methods suited to each company.

Bookkeeping that the rest of the work depends on

The firm describes accurate and timely bookkeeping as the foundation of a well-run organization. Its outsourced accountants take care of the books and the financial statements, which leaves the owner free to spend time on customers and growth. It also reviews a client's books and records to find the right approach to tax rules. The firm says it provides only as much or as little help as a client needs to reach the goals agreed, and it breaks each assignment into tasks that its team can carry out with the resources it has.

Staffing, matching and continuity

Each client is matched with an accountant or CFO whose skills suit the work. The firm says its services depend on the quality of its staff, and it uses a team of CFOs, controllers, CPAs and accountants across the range. A dedicated staff member carries overall responsibility for each client matter, and the firm says it aims for long-term relationships built on trust and confidentiality.

An award the firm points to

The firm says it won a local people's choice award in Des Moines for best accounting firm, and it presents that as recognition from clients and the wider community. The award is the firm's own account, and the site presents it alongside its other claims about its service and team.

CustomOne CFO & Controllers is an accounting firm serving entrepreneurs and family businesses in Des Moines, Iowa and Omaha, Nebraska. Its outsourced services are described as reducing costs and adding expertise.

What CustomOne CFO & Controllers does

• Outsourced CFO services: fractional CFO support for businesses that need senior finance help.
• Accounting and bookkeeping: accurate and timely bookkeeping as the basis for sound decisions.
• Accountants and CPAs: outsourced accountants and CPA services.
• Business consultancy: advice that helps clients meet challenges, based on industry knowledge and practical experience.

Customers and markets

Entrepreneurs and family businesses, including smaller companies, in Des Moines and Omaha.

Key facts

• Based in: Des Moines, Iowa and Omaha, Nebraska
• Service area: greater Des Moines area and Omaha