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From bookkeeping to dynamic financial forecasting

We’ve got you covered on your unique and particular needs.

Client Stories

Stay connected with all your financials

We automate and connect all your systems; streamline and tighten up your processes; and create relevant, reliable, and real-time data.

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Our happy clients

I absolutely love working with ProvenCFO and am quick to refer them to peers within my professional network. The services they offer from basic bookkeeping to high-level CFO consulting provides me with the resources I need without having to hire a full entourage of staff internally.

JJ Kofford

Kiln, VP of Finanace

The ProvenCFO team did all I've asked for and went past those expectations creating reports, fixing items, and proactively worked on MedCognition's finances as if it was their own business.

Russell Unrath

Medcognition, CEO

ProvenCFO has been a game changer for me and my business. They've provided the expertise and guidance to allow me to use my time to work on my business more, and I would highly recommend working with them!

Stephanie Brown

Ox & Pine, CEO

They are HANDS DOWN the greatest financial accountants/advisors we have ever worked with. They took our wreck of information and turned into the most beautiful graphs and spreadsheets you’ve ever seen! I would work with these guys anytime!

Brian Hopkins

Martin Feed, GM

Jake has done an exceptional job managing the onboarding process and being quick to respond. Dave & Jake were very helpful in determining an FP&A tool and working towards implementation. Jon saved the day by getting Rippling to move the PEO pricing forward.

Brian Pulsipher

Continu, VP of Finance

It is really great working with the team at ProvenCFO. We go DEEP into the numbers and at the end of the day we get a really good idea on our forecasting and complex business decisions.

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Arian Lewis

Kiln, CEO

ProvenCFO has helped us architect our systems and processes in our fast growing business. With their help we have significantly improved the clarity into our financial situation. They have saved us time, money & headache. We highly recommend working with these guys.

Andrew Redpath

Kiln, COO

Before ProvenCFO our company had pieced together softwares and financial infrastructure. After working with them we have well organized bookkeeping, financial reporting and strategic financial planning. We couldn’t speak more highly about Dave and Sam. We feel so lucky to have them on our team.

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Delia Elbaum

Finn & Emma, CEO

ProvenCFO takes their work seriously. They are meticulous.

Mary Kulbeth

SixFifty Technologies, COO

Rock star team!

Alex Cdebaca

Fermio, CEO & Founder

Dave and his team are extremely easy to work with. They are always very responsive and are willing to give as much help as needed.

Nicole Gardner

Clarke Capital, VP of Finance

Our core services

While we go so much further and do so much more for clients, these core services help provide a framework to provide you with relevant, reliable & real-time reporting.

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You've found the solution

No long term contract

Dedicated U.S. team

Transparent services and process

Technology that maximizes efficiency

Consistent effective communication

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Work with advisors you can trust

Accounting
7
min read

Small Business Accounting: Understanding the Balance Sheet

In my opinion and experience, the Balance Sheet is the most neglected and least understood financial document in the small business world. Too often a small business owner will skip the Balance Sheet entirely to focus solely on the Income Statement. Even if the Balance Sheet is utilized in decision making — it is often only the Cash & Cash Equivalents line item. Two significant issues exist from ignoring the balance sheet. First, the biggest misclassification of entries occurs on the Balance Sheet. Second, a great wealth of knowledge is missed from not correctly interpreting the picture created from Balance Sheet data.

Growth
6
min read

Discovering your passion

I know many people who would love to “be their own boss” or “do something meaningful in business” or “not work for the man” — but are hoping to stumble into something that works for them in business. Being an entrepreneur requires a boatload of passion for what you are doing. This still leaves us some big questions — how do I find what I am passionate about to drive me towards success? I don’t really want to start my own business, but I want to be part of something awesome — Is passion only for entrepreneurs?

Small Business
4
min read

Essentials of Entrepreneurship

Find a good banker, a good lawyer, and a good accountant. Get to know your suppliers, your vendors, or your distribution channel. Take these people to lunch, invite them to your office. Pick their brains. Don’t forget to ASK for their support. The idea of “self-made” is nonsense. Donald Trump (love him or hate him) quickly wrote a book “Crippled America: How to Make America Great Again” to try ensure all of America remembers him during this 2016 election cycle. This is only possible because he is surrounded by a massive support system. Success is built on good support. As a suggestion — if you need support and you’re in the early stages of business, try connecting with a mentor on Micromentor.org. I know some really amazing entrepreneurs. Find someone or several people who inspire you and emulate them.

Technology
58
min

SBA Loans and Your Business

Jon Cheney, Founder + CEO of Seek Dave Willson, Partner at ProvenCFO Marla Trollan, District Director of the SBA Jon Gygi, District Council of the SBA Miles Hansen, CEO + President of the Utah World Trade Center

Marketing
13
min

Silicon Slopes Live - SBA EIDL and PPP overview

COVID-19 Government backed economic injury loans and stimulus funds for small businesses

Growth
3
min

Financial Model Forecasting

In the Covid-19 economic downturn, ProvenCFO is using Jirav to create "skyfall" scenario planning and cash flow projections in just a few hours per client.

Beckett Simonon
Florida, USA & Columbia

Hand Crafted Leather Luxury dress shoes, boots and leather sneakers without breaking the bank.

Hand Crafted Leather Luxury dress shoes, boots and leather sneakers without breaking the bank.

Ox & Pine
Texas

From garage to thriving E-commerce business. Incredibly rewarding self-funded venture.

Meet Stephanie, the owner of Ox and Pine, maker-of-leather-things, wife to a great guy, mom to 4 little kiddos, an avid runner, and a stickler for details. Ox & Pine sources the best leather, paper, and hardware for their leather products. Their craftsmanship techniques and strict quality control standards come from a desire to meet and exceed every customer's expectations.

Kiln
Utah & Colorado

Up & coming Coworking brand launches 5 locations. 10 more coming through 2023.

At the intersection of work and lifestyle, Kiln provides amenities that support its members holistically, including an on-site theater, refresh rooms, deep workrooms, a parenting room, a café, a podcast studio, walking and biking desks along with a variety of events and programming.

Accounting
7
min read

Small Business Accounting: Understanding the Balance Sheet

In my opinion and experience, the Balance Sheet is the most neglected and least understood financial document in the small business world. Too often a small business owner will skip the Balance Sheet entirely to focus solely on the Income Statement. Even if the Balance Sheet is utilized in decision making — it is often only the Cash & Cash Equivalents line item. Two significant issues exist from ignoring the balance sheet. First, the biggest misclassification of entries occurs on the Balance Sheet. Second, a great wealth of knowledge is missed from not correctly interpreting the picture created from Balance Sheet data.

Growth
6
min read

Discovering your passion

I know many people who would love to “be their own boss” or “do something meaningful in business” or “not work for the man” — but are hoping to stumble into something that works for them in business. Being an entrepreneur requires a boatload of passion for what you are doing. This still leaves us some big questions — how do I find what I am passionate about to drive me towards success? I don’t really want to start my own business, but I want to be part of something awesome — Is passion only for entrepreneurs?

Technology
58
min

SBA Loans and Your Business

Jon Cheney, Founder + CEO of Seek Dave Willson, Partner at ProvenCFO Marla Trollan, District Director of the SBA Jon Gygi, District Council of the SBA Miles Hansen, CEO + President of the Utah World Trade Center

Marketing
13
min

Silicon Slopes Live - SBA EIDL and PPP overview

COVID-19 Government backed economic injury loans and stimulus funds for small businesses

Beckett Simonon
Florida, USA & Columbia

Hand Crafted Leather Luxury dress shoes, boots and leather sneakers without breaking the bank.

Hand Crafted Leather Luxury dress shoes, boots and leather sneakers without breaking the bank.

Ox & Pine
Texas

From garage to thriving E-commerce business. Incredibly rewarding self-funded venture.

Meet Stephanie, the owner of Ox and Pine, maker-of-leather-things, wife to a great guy, mom to 4 little kiddos, an avid runner, and a stickler for details. Ox & Pine sources the best leather, paper, and hardware for their leather products. Their craftsmanship techniques and strict quality control standards come from a desire to meet and exceed every customer's expectations.