Professional F&A Consulting Services and QuickBooks Online Consulting/Accounting Services

All businesses need someone to help them track profit and cash flow, analyze the financial strengths and weaknesses, and recommend corrective actions. They also need an efficient accounting system and process to provide accurate and timely information. Most small to mid-sized businesses do not have someone to provide planning, guidance, and tools to help achieve their growth, profitability, and cash flow goals. William R. Barefoot CPA, LLC provides financial analysis, strategic planning, clear goals, and clear direction. The services will complement your existing internal accounting team and the information you provide to your tax preparer or CPA firm. Business owners will have actionable data based on financial information.

William R. Barefoot CPA, LLC is a CPA firm located in Florence, SC that provides virtual service options to businesses anywhere in the United States. The firm takes pride in providing high-level, forward-looking F&A consulting services as an outsourced CFO on a fractional basis. The firm also offers QuickBooks Online consulting services and accounting services utilizing QuickBooks Online.

Whether you’re a small or midsize business, you’ll be working with a qualified professional who will work with you to understand your business needs and provide affordable solutions. Schedule an appointment to discover how the firm can help your business.

Mission Statement

The firm’s mission is to be a trusted advisor providing finance and accounting consulting services as an outsourced CFO based on obtainable goals that focus on sustainable growth, increased profitability, and cash flow.

Testimonials

“I have enjoyed working with William for my accounting needs. He follows up when I have questions and provides guidance on how to work through situations. I am looking forward to working with him for many years to come.”
- Kim, Insurance Industry

“As a small business owner, we sometimes feel the need to handle everything ourselves. Even if it is outside of our expertise. For years I have struggled with trying to understand my accounting system better. Honestly, I was just doing business without a plan, or an understanding of how my business was performing. It ended up costing me thousands of dollars due to my lack of understanding. Then I meet William. In a few short months, I went from not have a clue about my business backend, to learning how to understand my P&L and balance sheet, learning the importance of looking at my numbers monthly as well as quarterly to make sure I am on track to hit my goals, and being more accountable in the accuracy reporting all my expenses. For the first time in 5 years I have my budget entered into quick books and have had the opportunity to review it before the next year! I can truly say that I am doing my business with purpose for next year. I owe this all to William and his expert knowledge, patience, and diligence in making sure that I stay in business for years to come. I highly recommend him if you need someone to help you as a consultant on the financial end of your business!"
- Samantha, Real Estate Industry

“I originally chose to work with William because I knew he was familiar with QuickBooks online and that is the software my business uses. William solved my existing issues as well as simplified my accounting process moving forward. After years of staying behind from trying to handle the entire process myself, it’s a huge relief to have a CPA I can trust with any help I need; giving me more time to focus on running my business, and more importantly my family. William is very prompt and professional, while explaining everything simply and keeping me up to date on my accounting. Even if you currently handle your accounting yourself I would highly recommend speaking with William about how he can help.“
- Heath, Construction Industry

Our Solutions

FINANCE AND ACCOUNTING CONSULTING SERVICES (OUTSOURCED CFO)

  • Financial Analysis
  • Strategic Planning
  • Budgets and Forecasts
  • Management Reporting
  • Forward-Looking Next Steps

ACCOUNTING CONSULTING SERVICES

  • Accounting system setup and improvements.
  • Process consulting for transaction management, reconciliations, accounts payable, accounts receivable, fixed assets, inventory, and payroll.
  • Management reporting and compliance consulting.

QUICKBOOKS ONLINE CONSULTING

  • Initial setup and QBO training.
  • Training and support for QBO accounting, payroll, sales tax, and other add-on applications.
  • Conversion from QuickBooks Desktop to QuickBooks Online.