Business management and strategic planning
Business Management Services

Your Back-Office CFO Partner

At Mattison Yoder CPAs, you get more than just an accountant to do your bookkeeping. Collaborating closely with clients, we act as your back-office CFO.

Our Framework

What Sets Us Apart

Our framework for supporting our business clients sets us apart. You get a collaborative partner who manages complex financial operations while you focus on growth.

Business team collaboration
Core Value

Your Back-Office CFO

We're not just bookkeepers. We act as your fractional CFO, providing strategic financial leadership without the six-figure salary. Get C-level expertise tailored to your business.

Learn More
Team collaboration and financial planning

Collaborative Partnership

We work closely with you, becoming an extension of your team and a trusted advisor for all financial decisions.

Get Started
Financial analytics and charts

Streamlined Operations

Integrated platform connecting bookkeeping, payroll, and tax planning.

View Services

Smart Planning

Proactive strategies that save money.

Learn More

Business Management Services

Comprehensive Financial Operations

From budgeting to cash flow analysis, we handle all aspects of your financial operations with precision and expertise.

Cash flow analysis and budgeting
Core Service

Cash Flow & Budget Analysis

Strategic Budgeting

Development and monitoring to guide decisions

Cash Flow Analysis

Monitor and forecast for liquidity planning

Revenue & Expense Analysis

Deep dive to optimize profitability

Get Started
Payroll processing

Payroll Processing

Complete payroll management with labor cost analysis.

Tax planning

Tax Planning

Proactive strategies and quarterly projections.

COGS Analysis

Track cost of goods sold for true profitability.

Credit Card Fee Analysis

Optimize payment processing costs.

Financial Statements

Accurate statements for informed decisions.

9

Core Services

Comprehensive financial management

View All
Business startup and planning
500+
Businesses Served
98%
Client Retention
For Startups & New Businesses

Business Foundation Services

Mattison Yoder CPAs is also a trusted partner when starting a business. Our business foundation services provide you with everything you need to launch your new business along with continued support from our experienced team.

Accounting System Set-Up

Complete setup of QuickBooks or other accounting platforms, customized to your business needs and industry.

Entity Type Analysis

Strategic guidance on LLC, S-Corp, C-Corp, or partnership structures to optimize taxes and legal protection.

Retirement Plan Analysis

Evaluate and implement retirement plans (401k, SEP-IRA, SIMPLE) for tax benefits and employee retention.

Comprehensive Tax Services

Full tax compliance setup including EIN, registrations, estimated payments, and strategic planning from day one.

Launch Your Business

Explore More

Related Services

Discover our comprehensive suite of accounting and business services designed to support your success.

Tax Planning

Proactive strategies to minimize your tax liability.

  • Individual and business tax preparation
  • Strategic tax planning
  • Quarterly estimated tax calculations
Learn More

Bookkeeping

Accurate, timely financial records you can trust.

  • Monthly financial statements
  • Accounts payable/receivable management
  • Bank and credit card reconciliation
Learn More

Payroll

Seamless payroll processing with full compliance.

  • Payroll processing and direct deposit
  • Tax filing and compliance
  • Year-end reporting (W-2s, 1099s)
Learn More

Virtual Appointments

Expert advice from anywhere, on your schedule.

  • Secure video conferencing
  • Flexible scheduling options
  • Document sharing and e-signatures
Learn More
Limited Availability - Book Now

Ready to Transform Your Financial Future?

Join businesses that trust us with their accounting, bookkeeping, and tax planning. Let's discuss how our certified CPAs can help you achieve your financial goals.

Free 30-minute consultation with senior CPA
Custom financial analysis & recommendations
No obligation - zero pressure sales approach
Our team responds promptly during business hours
Professional CPA consultation and financial planning meeting
Online
Secure Client Portal Access