Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Bottom Line CFOs is now Bottom Line Financial Management Services
Trusted by
Do you ever go through these problems?
“I don’t have time for numbers, I’m running a business!”
Running a business involves constant multi- tasking. You’re doing an amazing job keeping it all together but keeping your books current is just not happening.

“I don’t have time for numbers, I’m running a business!”
Running a business involves constant multi- tasking. You’re doing an amazing job keeping it all together but keeping your books current is just not happening.


“I need help analyzing my data but can’t afford to hire.”
Your business is growing- that’s great! But your neat, little accounting process no longer makes sense, you’re feeling overwhelmed, and you’re not ready to hire.
“I know my numbers, but now what?”
You’re skilled in handling figures and confident about your accounts. Yet, your venture has reached a standstill and you're in need of a specialist to scrutinize your fiscal details and boost your earnings.

Welcome to Bottom Line’s
Financial Management
Solutions at your service
About Us
Strength Through Numbers - Driving Success Beyond Financial Management
We empower small and medium-sized businesses to grow by partnering with their team as the company’s internal accounting and finance department. Whether you need help balancing your books, a complete financial overhaul, or targeted business advice, our experts handle your entire accounting process.







Our Process
Your path to success
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Disclaimer: Bottom Line's role is to assist your company with access to capital. We do NOT directly raise funds nor offer funding.
Disclaimer: Bottom Line's role is to assist your company with access to capital. We do NOT directly raise funds nor offer funding.
Inquiry
First, we get to know you and your business. We meet you and your staff to learn about your services, processes, and business goals.
Research
Then, we research and analyze your business and industry. We gain a deep understanding of your industry’s standards, best practices, and up-to-date trends and techniques.
Implementation
After, we collaborate with you and your team. Together, we create and implement strategic, short-term plans and a path to achieving long-term goals.
Teamwork
Lastly, we work daily alongside your team and continuously monitor your business. We make sure processes are working, adjust plans when necessary, and assist with specific projects.
Global Reach
Our Coverage

Washington D.C


Virginia


Texas
McAllen
Dallas
Houston


Tennessee
Memphis


South Carolina
Columbia


Oregon
Portland


Oklahoma
Oklahoma City


Ohio
Columbus
Cleveland


New York
Brooklyn
Long Island
Rochester
Catskill
Garden City


Nevada
Las Vegas


New Jersey
Fairfield
Newark
Somerset


Nebraska
Lincoln


North Carolina
Durham


Mississippi


Missouri
St Louis


Minnesota
Minneapolis
St Paul


California
Orange County
Oakland
San Francisco
San Diego


Arizona
Phoenix
Scottsdale
Tempe


Colorado
Denver


Michigan
Chelsea
Clinton TWP
Detroit
Farmington Hills
Lansing
Livonia
Madison Heights
Southfield
Sterling Heights


Illinois
Chicago


Louisiana
Baton Rouge


Georgia
Savannah
Atlanta


Florida
Miami
Fort Lauderdale
Fort Myers


Maryland
Baltimore


Washington
Seattle




Testimonials
Reviews and Feedback

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom line came in and totally revolutionized the way we do business. I am profoundly grateful."

Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom line came in and totally revolutionized the way we do business. I am profoundly grateful."

Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"Jeff and his team were very instrumental in cleaning up our books and helping us do things the right way. We now know where our future lies, know exactly how to set up a pipeline, cash flow reports like we have to and just keep things on the up and up."
Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"Jeff and his team were very instrumental in cleaning up our books and helping us do things the right way. We now know where our future lies, know exactly how to set up a pipeline, cash flow reports like we have to and just keep things on the up and up."
Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It's a breath of fresh air to know that your books and business are in good hands. I owe a lot to them."

Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It's a breath of fresh air to know that your books and business are in good hands. I owe a lot to them."

Oct 10, 2024

J. Garfinkel
@Client
"We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!"
Oct 10, 2024

J. Garfinkel
@Client
"We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!"
Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"The added value I see by having Bottom Line’s team behind me is that even if they have a change on their team, I’m not the one affected having to train someone new."

Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"The added value I see by having Bottom Line’s team behind me is that even if they have a change on their team, I’m not the one affected having to train someone new."

Oct 10, 2024

Isaac Attia
@Forward PEO

"As a PEO Consultant at ForwardPEO, I've had the opportunity to collaborate with Bottom Line CFOs. It's incredible to observe how they deliver complete solutions to their clients, helping them get back on track towards success. Kristin and the rest of the team are not just CFOs, they are turnaround artists. Thank you for keeping us as a small tool in your box of solution providers!"
Oct 10, 2024

Isaac Attia
@Forward PEO

"As a PEO Consultant at ForwardPEO, I've had the opportunity to collaborate with Bottom Line CFOs. It's incredible to observe how they deliver complete solutions to their clients, helping them get back on track towards success. Kristin and the rest of the team are not just CFOs, they are turnaround artists. Thank you for keeping us as a small tool in your box of solution providers!"
Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

“Having a team like Bottom Line has been super helpful to see where we are at with our net profit after our event and to see what our expenses are looking like so I can keep the business on track.”

Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

“Having a team like Bottom Line has been super helpful to see where we are at with our net profit after our event and to see what our expenses are looking like so I can keep the business on track.”

Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom Line came in and totally revolutionized the way we do business. Provided insight, expertise, second to none financial council, bookkeeping services and constantly went above and beyond to help us in any way. Really in ways we didn’t know were possible! I am profoundly grateful."
Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom Line came in and totally revolutionized the way we do business. Provided insight, expertise, second to none financial council, bookkeeping services and constantly went above and beyond to help us in any way. Really in ways we didn’t know were possible! I am profoundly grateful."
Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"We now know where our future lies..."

Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"We now know where our future lies..."

Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It’s a breath of fresh air to know that your books and business are in good hands. I would have not been here today if it were not for Jeff and JoAnne and their relentlessness to not let us fail. I owe a lot to them."
Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It’s a breath of fresh air to know that your books and business are in good hands. I would have not been here today if it were not for Jeff and JoAnne and their relentlessness to not let us fail. I owe a lot to them."
Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

"I was originally introduced to Bottomline CFO's during the pandemic as my company was growing and I no longer had the bandwidth to handle our day to day accounting myself. I'm still fairly hands on, but the Bottom Line team has become an amazing resource and great to work with. Don't hesitate to trust your finances and sensitive information with this team because they're great at what they do!"

Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

"I was originally introduced to Bottomline CFO's during the pandemic as my company was growing and I no longer had the bandwidth to handle our day to day accounting myself. I'm still fairly hands on, but the Bottom Line team has become an amazing resource and great to work with. Don't hesitate to trust your finances and sensitive information with this team because they're great at what they do!"

Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"Now more than ever we rely on the Bottom Line team when a project comes to us. After I write my business plan, I ask for their opinion on possible financial repercussions, managing Cash Flow and AR/AP. These inputs are beyond any value that a CPA or big outside firm can provide to a company of my size."
Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"Now more than ever we rely on the Bottom Line team when a project comes to us. After I write my business plan, I ask for their opinion on possible financial repercussions, managing Cash Flow and AR/AP. These inputs are beyond any value that a CPA or big outside firm can provide to a company of my size."
Oct 10, 2024

Jonathan
Recently was connected to Bottom Line CFO as they had a business client looking to establish a new banking relationship to continue their growth. As a commercial banker, one of the challenges I face is gathering information and financial data from small businesses, however, the process of establishing a new banking relationship with this client was so smooth thanks to the team at Bottom Line CFO. The communication and promptness of BLCFO helped navigate one of my quickest loan closings to date. Highly recommend this group and their services!!
Sep 5, 2024

Jonathan
Recently was connected to Bottom Line CFO as they had a business client looking to establish a new banking relationship to continue their growth. As a commercial banker, one of the challenges I face is gathering information and financial data from small businesses, however, the process of establishing a new banking relationship with this client was so smooth thanks to the team at Bottom Line CFO. The communication and promptness of BLCFO helped navigate one of my quickest loan closings to date. Highly recommend this group and their services!!
Sep 5, 2024

Jake Garfinkel
We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!
Sep 5, 2024

Jake Garfinkel
We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!
Sep 5, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom line came in and totally revolutionized the way we do business. I am profoundly grateful."

Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom Line came in and totally revolutionized the way we do business. Provided insight, expertise, second to none financial council, bookkeeping services and constantly went above and beyond to help us in any way. Really in ways we didn’t know were possible! I am profoundly grateful."
Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom Line came in and totally revolutionized the way we do business. Provided insight, expertise, second to none financial council, bookkeeping services and constantly went above and beyond to help us in any way. Really in ways we didn’t know were possible! I am profoundly grateful."
Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

“Having a team like Bottom Line has been super helpful to see where we are at with our net profit after our event and to see what our expenses are looking like so I can keep the business on track.”

Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

“Having a team like Bottom Line has been super helpful to see where we are at with our net profit after our event and to see what our expenses are looking like so I can keep the business on track.”

Oct 10, 2024

Isaac Attia
@Forward PEO

"As a PEO Consultant at ForwardPEO, I've had the opportunity to collaborate with Bottom Line CFOs. It's incredible to observe how they deliver complete solutions to their clients, helping them get back on track towards success. Kristin and the rest of the team are not just CFOs, they are turnaround artists. Thank you for keeping us as a small tool in your box of solution providers!"
Oct 10, 2024

Isaac Attia
@Forward PEO

"As a PEO Consultant at ForwardPEO, I've had the opportunity to collaborate with Bottom Line CFOs. It's incredible to observe how they deliver complete solutions to their clients, helping them get back on track towards success. Kristin and the rest of the team are not just CFOs, they are turnaround artists. Thank you for keeping us as a small tool in your box of solution providers!"
Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"The added value I see by having Bottom Line’s team behind me is that even if they have a change on their team, I’m not the one affected having to train someone new."

Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"The added value I see by having Bottom Line’s team behind me is that even if they have a change on their team, I’m not the one affected having to train someone new."

Oct 10, 2024

J. Garfinkel
@Client
"We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!"
Oct 10, 2024

J. Garfinkel
@Client
"We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!"
Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It's a breath of fresh air to know that your books and business are in good hands. I owe a lot to them."

Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It's a breath of fresh air to know that your books and business are in good hands. I owe a lot to them."

Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"Jeff and his team were very instrumental in cleaning up our books and helping us do things the right way. We now know where our future lies, know exactly how to set up a pipeline, cash flow reports like we have to and just keep things on the up and up."
Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"Jeff and his team were very instrumental in cleaning up our books and helping us do things the right way. We now know where our future lies, know exactly how to set up a pipeline, cash flow reports like we have to and just keep things on the up and up."
Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom line came in and totally revolutionized the way we do business. I am profoundly grateful."

Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom line came in and totally revolutionized the way we do business. I am profoundly grateful."

Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom Line came in and totally revolutionized the way we do business. Provided insight, expertise, second to none financial council, bookkeeping services and constantly went above and beyond to help us in any way. Really in ways we didn’t know were possible! I am profoundly grateful."
Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"The added value I see by having Bottom Line’s team behind me is that even if they have a change on their team, I’m not the one affected having to train someone new."

Oct 10, 2024

Isaac Attia
@Forward PEO

"As a PEO Consultant at ForwardPEO, I've had the opportunity to collaborate with Bottom Line CFOs. It's incredible to observe how they deliver complete solutions to their clients, helping them get back on track towards success. Kristin and the rest of the team are not just CFOs, they are turnaround artists. Thank you for keeping us as a small tool in your box of solution providers!"
Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

“Having a team like Bottom Line has been super helpful to see where we are at with our net profit after our event and to see what our expenses are looking like so I can keep the business on track.”

Oct 10, 2024

Rudy Melson
@Consultants for America's Veterans, LLC

"Bottom Line came in and totally revolutionized the way we do business. Provided insight, expertise, second to none financial council, bookkeeping services and constantly went above and beyond to help us in any way. Really in ways we didn’t know were possible! I am profoundly grateful."
Oct 10, 2024

Tom Kessman
@Kessman Group Painting & Designs, Inc.

"We now know where our future lies..."

Oct 10, 2024

Dusty Turner
@Elite Endeavors, LLC

"It’s a breath of fresh air to know that your books and business are in good hands. I would have not been here today if it were not for Jeff and JoAnne and their relentlessness to not let us fail. I owe a lot to them."
Oct 10, 2024

Adrien Parker
@Rare Peeps, LLC

"I was originally introduced to Bottomline CFO's during the pandemic as my company was growing and I no longer had the bandwidth to handle our day to day accounting myself. I'm still fairly hands on, but the Bottom Line team has become an amazing resource and great to work with. Don't hesitate to trust your finances and sensitive information with this team because they're great at what they do!"

Oct 10, 2024

Dev Upadhyaya
@Beacon Logistics, LLC

"Now more than ever we rely on the Bottom Line team when a project comes to us. After I write my business plan, I ask for their opinion on possible financial repercussions, managing Cash Flow and AR/AP. These inputs are beyond any value that a CPA or big outside firm can provide to a company of my size."
Oct 10, 2024

Jonathan
Recently was connected to Bottom Line CFO as they had a business client looking to establish a new banking relationship to continue their growth. As a commercial banker, one of the challenges I face is gathering information and financial data from small businesses, however, the process of establishing a new banking relationship with this client was so smooth thanks to the team at Bottom Line CFO. The communication and promptness of BLCFO helped navigate one of my quickest loan closings to date. Highly recommend this group and their services!!
Sep 5, 2024

Jake Garfinkel
We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!
Sep 5, 2024

J. Garfinkel
@Client
"We couldn't be more pleased with the services provided by Bottom Line CFOs. They handle all our bookkeeping needs, financial reporting for banks and investors, and offer invaluable financial clarity and strategy. Their communication is always prompt and clear, and their timeliness is exceptional. We work closely with Joanne and Jeff, and they consistently go above and beyond to ensure everything is done to the highest standard. Highly recommend Bottom Line CFOs for any business looking for top-notch financial management!"
Oct 10, 2024
Speak to one of our experts and gain confidence in your numbers.
Speak to one of our experts and gain confidence in your numbers.
Connect with our expert advisors to gain clarity and confidence in your finances. Schedule a call today and take the first step toward financial peace of mind.
Connect with our expert advisors to gain clarity and confidence in your finances. Schedule a call today and take the first step toward financial peace of mind.

Take the next step to managing your finances with Bottom Line

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