CFO & Advisory Services

For Childcare Businesses

Elevate Your Childcare Business with Expert Financial Oversight

Elevate Your Childcare Business to New Heights with Expert Financial Oversight

At The Childcare CPA, our CFO & Advisory Services are tailored to empower childcare businesses like yours to thrive financially. Whether you’re managing your books independently or have an in-house bookkeeper, our expertise in the childcare sector allows us to offer you strategic financial guidance that’s pivotal for your business’s profitability and growth.

Why Your Childcare Business Needs CFO & Advisory Support

Running a childcare business is your passion, but managing the financial side can feel overwhelming. Keeping up with cash flow, profitability, and long-term growth isn’t always easy—especially when you’re focused on providing the best care. 

That’s where our CFO & Advisory Services for childcare businesses come in. We’ll help you make smart financial decisions, manage your money with confidence, and set your business up for long-term success—without the stress.

Stronger Cash Flow Management

Gain control over cash flow to ensure smooth operations, timely payroll, and financial stability.

Increased Profitability

Identify cost-saving opportunities, optimize pricing, and boost revenue without sacrificing quality of care.

Strategic Business Growth

Plan for expansion, new locations, or added services with expert financial forecasting and budgeting.

Tax-Efficient Financial Planning

Structure your business finances to reduce tax liabilities, maximize deductions, and stay compliant year-round.

With our expert team on your side, you’ll have the insights and strategies needed to build a profitable, scalable childcare business.

Our Comprehensive CFO & Advisory Services

Our CFO & Advisory Services are designed to provide you with the high-level financial insights and strategic planning typically reserved for corporations, now accessible to your childcare business.

Whether you need help optimizing your finances or planning for expansion, we’re here to support you every step of the way.

Profitability Analysis and Enhancement:

We delve deep into your financials to identify strengths and areas for improvement, assisting you in enhancing profitability through strategic pricing, cost management, and revenue diversification.

Growth and Expansion Planning:

Planning to expand? We provide actionable insights and strategies to support your growth, whether it's opening new locations, increasing enrollment, or broadening your services.

Cash Flow Management & Forecasting:

Recognizing that cash flow is the lifeblood of your business, we offer meticulous cash flow management and forecasting to ensure you have the necessary funds for daily operations and long-term stability.

Strategic Tax Planning:

Leveraging our specialized knowledge in childcare taxation, we offer strategic tax planning to minimize liabilities and maximize returns, keeping more money within your business.

Operational Efficiency Review:

We assess your business operations to identify inefficiencies and areas for cost savings, streamlining processes for maximum efficiency and profitability.

Why Choose The Childcare CPA

  • Industry-Specific Expertise: Our focus on childcare businesses means we understand the unique financial challenges and opportunities you face, enabling us to provide highly relevant and impactful advice.

 

  • Customized Strategic Planning: No two childcare businesses are the same. We tailor our services to meet your specific needs, ensuring our strategies align with your goals and vision for your business.

 

  • Proactive Financial Management: Our approach is proactive, not reactive. We help you anticipate financial challenges and opportunities, equipping you with strategies to navigate them successfully.

 

  • Empowerment Through Education: We believe in empowering our clients with knowledge. We’ll help you understand the financial aspects of your business, making you a more informed and confident business owner.

Take Control of Your Childcare Business’s Financial Future

With The Childcare CPA’s CFO & Advisory Services, you gain more than just a financial consultant; you acquire a partner dedicated to your success. 

Our services are an investment in the future of your childcare business, providing you with the financial strategies, insights, and support needed to achieve your goals and realize your vision.

Let’s start the conversation. Schedule your strategic session with The Childcare CPA today and discover how we can help your childcare business grow and prosper.

What Our Clients Say

About Our Services

LaNeia Miles
LaNeia Miles
Been a customer for 7 years now, She is the best thing that has happened to my taxes and my financial portfolio! The nuggets of wisdom she shares literally add up to dollars and cents!
Wee Whales Home Daycare LLC
Wee Whales Home Daycare LLC
Shanita Jones has not only maximized our deductions and even found unclaimed deductions from prior tax years, but she is also very approachable, easy to work with, and has a wealth of knowledge around home daycare taxes. I have learned so many things from her that I can apply to my business finances. If I could give her 7 stars, I would without question!
Courtney Frazier
Courtney Frazier
I have been using Jones tax services for about 3 years now. They’re very professional, have a fast turn around when processing your returns, and will answer all your questions along the way. I definitely recommend this company for all you business and financial needs!
William Kiger IV
William Kiger IV
We have used Jones Taxes for the past 3 years and we are completely Happy and Satisfied with the service, advice and more importantly experience!!!
iMasterMine Entertainment Company
iMasterMine Entertainment Company
Professional, Effecient and Customer Service Driven are the accolades iMME use to describe Jones Taxes & Financial Services. You will not be disappointed!
Donnalee Steele
Donnalee Steele
Shanita works to get me the best return e edu year. I will continue to use and recommend her to my family friends!!

FAQ's

Frequently Asked Questions

Can you help my childcare business if I'm located outside of your state?

Absolutely! We are a virtual accounting practice that serves childcare business owners in all 50 states. Our digital tools and platforms allow us to communicate and collaborate with you no matter where you are located.

Our virtual accounting services are designed for ease and efficiency. 

We use secure cloud-based accounting software and communication tools to manage your books, offer tax advice, and conduct meetings. You’ll have access to your financials anytime, anywhere, and regular meetings with us can be done through video or phone calls.

We primarily work with QuickBooks Online, given its versatility and accessibility. 

However, we are experienced with various accounting software platforms and can work with what you currently use or help you transition to a system that best suits your childcare business’s needs.

Communication frequency depends on the service package you choose, but you can expect unlimited email support with response times ranging from 2 to 4 business days, based on your tier. 

Additionally, we schedule regular meetings (monthly, quarterly, or bi-annually) to review your financials and discuss strategies.

You’ll receive comprehensive financial reports including, but not limited to, profit and loss statements, balance sheets, and cash flow statements.

The frequency of these reports will depend on your chosen service package.

Yes, we specialize in tax services for childcare businesses. This includes annual tax estimation, tax preparation for your business and personal taxes (depending on the package), and strategic planning to minimize your tax liabilities.

Our bookkeeping services include transaction categorization, reconciliation of accounts, and the preparation of financial statements.

We also offer budgeting, tax estimation checks, and support for any accounting-related queries you have.

Starting is easy! Schedule a Discovery Call with our team so we can understand your needs and recommend the best service package for you.

From there, we’ll guide you through the onboarding process.

We strive to provide top-notch service but understand circumstances change.

If you decide to disengage, we’ll assist with the transition. Note that annual contracts not completed may not include a pro-rated tax return but can be purchased separately.

Additional meetings beyond those included in your package can be scheduled for an additional fee.

The cost varies by tier, with some packages offering additional meetings at no extra cost.

Our complimentary discovery calls, or Tax Talk calls, provide a valuable opportunity for us to learn more about your childcare business or personal tax needs.

During these calls, we’ll introduce our range of services tailored for childcare accountants, from tax preparation to strategic planning, and determine the best path forward for our potential partnership.

If you require specific advice or support beyond the introductory discussion, we might suggest scheduling a paid consultation for more in-depth assistance.

We do not conduct audits. Specializing in childcare taxes and accounting, our focus is on supporting the growth of your childcare business and helping you build generational wealth, rather than performing audits.

However, we’re equipped to assist you in audit preparation and completion, ensuring you’re ready and compliant without performing the audit ourselves.

Absolutely! Our experience with nonprofits, especially in the childcare sector, spans grant reporting and budgeting.

We’re adept at helping nonprofit childcare centers remain compliant and secure continued funding, all while fostering growth and sustainability.

Yes, we can still prepare your tax return even if we haven’t managed your accounting. To ensure a smooth tax filing process for your childcare business, we recommend beginning with a Childcare Tax Readiness Call.

This step helps us verify that all necessary documentation and information are organized and ready for an accurate and beneficial tax filing.

Many of our clients entrust us with their broader financial needs due to the quality of our service. We’re more than capable of assisting with various types of businesses, provided they align with our expertise.

Our team is comprised of fully degreed accountants experienced in diverse industries beyond childcare, enabling us to offer comprehensive financial guidance and support.

Absolutely. If your books are not up to date, our firm offers catch-up and clean-up accounting services. We ensure your financial records are accurate, allowing us to file your tax returns effectively and maximize your deductions and credits.

Starting with a clean slate guarantees the best possible financial outcome for your childcare business.