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Slide HEADQUARTERS We're Not Your Average Bean counters We’re a fully staffed, experienced, cross-trained team ready to provide you with the finance department you’ve been craving. Everything the big guys have but outsourced and right-sized for an agency your size.

Call us when you outgrow your bookkeeper or when you can’t do it yourself. When you need long term strategy and a sounding board based on math, experience and sometimes a gut. When reconciling pass-through costs and calculating a rate card for an RFP is now a process. We’re a dedicated staff with some helpful technology thrown in for good measure.

We are not a bookkeeping service. We’re a finance department, coming to you with administrative help, bookkeepers, junior and senior accountants, a Controller, CFO and CPAs. All ready when you need them and for just the projects they’re best suited to deliver for you.

Your clients don’t know we’re outsourced. In fact, your employees may not know, either. as far as anyone knows, we’re all on your team! INTRIGUED? Then stop wondering. Let’s schedule a 30-minute discussion to talk about the agency you’ve built. Let’s Work Together

Specializing in advertising, media, marketing, design, software & public relations. Save, on average, 30-40% over having an in-house finance team!

Slide OUR ASSETS Meet The Team Our team consists of bookkeepers, junior and senior level accountants, Controllers and CPAs. Everything your agency needs, on call and ready for action - and only when you need them. Our staff is continually trained in new systems, software and industry practices as well as being cross-trained across clients to be ready for anything.

We’ve been in the industry since dial-up modems were a thing and we’ll still be here when Elon Musk figures out how to do it telepathically. Wondering about all the other stuff we do? alltheotherstuffwedo.com KEVIN WENIG CHIEF TAX GUY
Kevin has been in public accounting since 1992, working mainly with small businesses and high net-worth individuals. From his start in a 3-person firm to Tax Manager of a 600+-person company in New York City, he lived and breathed accounting even before it was cool. Kevin has won a number of awards (who knew there were awards for accounting!), has been published multiple times in various industry publications and hosts webinars attended by CPAs for Intuit. Kevin has worked predominantly with creative clients since he was a pup.

The affinity with creatives is natural: Kevin is also a tech junkie and software designer with a number of firsts under his belt—like the first accounting iPhone app, TaxVault, and the first “how not to” blog-turned-book, Negatism. And for fun, founded CPApp®, an online tool that provides everything you need to run an accounting firm that he sells to other CPA firms.

When he’s not working, he spends his time reading and looking for his golf ball. He lives in Easton, CT with his first wife and two children.
 RUSSELL SMITH CHIEF BEAN COUNTER
Since joining us, Russell has worked exclusively with our major business clients, now acting as Controller for the largest. He also oversees many of our small business clients, and guides our talented staff using “real world” experience: having been a commercial photographer in a previous life, Russell understands the concerns of creatives and can talk their language.

In the midst of any chaos, Russell manages to keep calm. He’s extremely detail-oriented, has a couple of education degrees, is the in-house IT guy who we trust more than our IT guy, and also is a certified Intuit ProAdvisor. He went Apple before it was cool and stays a Mets fan even when it’s not.

Slide THE FOP DIFFERENCE Bookkeeper Fractional CFO CPA Firm Finance Office Partners Payables, receivables and reconciliations check check Payroll check check check Stategic agency consulting check check Tax returns check check Tax projections and planning check check Merger and Acquisition support check check check Income statement and balance sheet check check check Sales, payroll and other tax filings check check Real time, specialized staff at various levels, as appropriate check check Fully vetted and background-checked staff Hopefully check IRS and State representation check check Update cash flow, budgets and pipeline reports in real time check Transfer funds, maximize returns in interest bearing accounts check Retirement plans, insurance, and other benefits check Project management, rate cards, and timesheet reporting check Deep expertise in creative industries check Dedicated account team at your disposal check Key industry relationships check Available all day, all year; crosstrained staff check Specialized, custom software available for your agency check Proactive check Reactive check check check Cost $ $$ $$$ $

Slide THE BOTTOM LINE Our Services Sure, we do the bookkeeping as a matter of course but we don’t stop there. We are a complete state-of-the-art Finance Department along with Consulting services when you need them. Here’s what we do for our clients: Finance Department Services   Routine bookkeeping and banking
  Financial forecasts, cash flow modeling and projections
  Pipeline reporting
  Monthly closings
  Income tax planning and preparation
  Ongoing/daily communications and conversations
  Sales and other local taxes
  Maximize return on cash balances
  Handle payroll and expense reports
  Project management
  Job reconciliations
  Long term strategy
  Retirement plan implementation and management

And anything else you would expect from a fully-staffed, well-oiled Finance Department at your disposal. Finance Department
Services From bookkeeping to enterprise consulting, we're virtually down the hall from any location. FOP Request Check on your financials anytime, from anywhere — 24/7. We know creatives can do their best work at 2AM, so we developed our own proprietary client communication platform we call FOP Request to enable the smooth flow of information between us.

With FOP Request, you can log in to your account and access up-to-the-minute reporting on any of your financial information. This minimizes emails and follow ups and takes just minutes to setup. See for yourself, here.

Unlike our competitors, we don’t force you to use our own proprietary software to “lock” you into our ecosystem. We offer it when you don’t have a working process in place already or just think ours is cooler (like we do!). FOP Request Our own proprietary client communication platform ensures a smooth flow of information between your business and ours. Finance Department Report Card Does yours make the grade? Find out with a custom assessment. The Finance Department Report Card is a deep dive into your firm's operations and financials. Is your organization lean and mean? We dig deep into the minutia and provide you with everything from a detailed look into your balance sheet and income statement, to security issues and staffing efficiency.

The final product is a detailed, specific white paper with recommendations you can use as a roadmap to get your Finance department up to speed… or even to validate it’s all being done efficiently and accurately already. We waive the fee if you sign on for an ongoing Finance Department engagement.

Read more in our brochure. playlist_add_check Finance Department
Report Card A true report card without fear of your parents getting angry. A complete road map of what to change as well as what to leave alone. Consulting Services   Long-term financial strategy and vision
  IRS and state representation
  Accounting software selection, implementation, and maintenance
  Business entity selection
  Mergers and acquisitions
  And yes, bankruptcy and dissolution if necessary

Connect with us today to learn more. You're still reading? Let’s set up an appointment already! Jeesh! Contact Us

Slide NOT ADDING UP? QUESTIONS? Do I really need an entire finance department? I’m a small agency. If you don’t quite trust the numbers supplied by your bookkeeper, if you have no time to keep doing it yourself, if reconciling pass-through costs with a client is a daunting task, then yes, we can help. We provide what you need and provide the scalability to grow as you do. What is FOP Request? This is an online tool we created just for our clients to help us work seamlessly together. It tracks bills, invoices, A/P approvals, financial snapshots and even a laundry list so you know what we’re doing for you. No one else has anything like it anywhere. It also handles accounts payable approvals (we call it “Pay-Able™”) and gives you a running graphical dashboard of key financial data at a glance we call the SnAppShot™. Learn more about FOPRequest. What makes Finance Office Partners® different from a bookkeeping service? We do the bookkeeping as a matter of course AND we offer a far more robust solution. We are a complete Finance Department, with a staff of pre-screened, background-checked, and proven bookkeepers, staff and senior accountants, controllers, and CPAs. Each one utilized to the extent necessary for your organization. Where is my data? 100% of what we do is scanned and stored electronically, and we share everything via Dropbox. We never have anything you don’t have AND most everything is shared the same day we receive it. Feedback is overwhelmingly positive that clients prefer our filing and processing methods over their own! In fact, one of our clients scrapped their entire network and is now using our format for their employees and clients. Do you have banking, financing, legal, marketing, design, web, and other consulting colleagues that can help us? Yes. After all these years, we’ve built up an impressive array of providers whom we trust and even use ourselves. We’re always happy to refer an expertise when needed. Sounds expensive. Is it? No, it’s likely less than you think. We typically come in less than what you’re currently paying a bookkeeper and provide a much more robust skill set spread among multiple people who will be handling your account.
Do I really need that many people on my small business? I get along just fine with just my bookkeeper. Your bookkeeper pays your bills and sends out your invoices and that’s a great start. However, we have someone else reconcile the bank and credit card accounts to spot errors and irregularities. We ensure a Senior Accountant supervises the bookkeeper so you don’t have to.
Our Controller reviews the books to be sure they are correct and accurate. And are able to propose strategies and implement best-practices procedures to make everyone more efficient.
A CPA reviews each set of financial statements to check for reasonableness and adherence to Generally Accepted Accounting Principles (“GAAP”). We have another CPA who specializes in taxation to be sure you are paying as little as possible at every turn and strategizing for the future.
The best part? The price! Likely lower than you think. Plus, with all these Finance professionals in place, you are equipped to make the best financial decisions for your organization and be prepared for growth. How do I know my accounts are safe? That’s our unique advantage over using a bookkeeper. We have far more security than just relying on your bookkeeper by having checks and balances built in to our process. As an example, different staff reconcile accounts than those who cut the checks. What’s your track record? Amazing. Unbelievable. Really. It’s rare, but since 2001, we’ve lost just a client or two. What software do you recommend? We love QuickBooks Online and Dropbox. And of course, our proprietary FOPRequest. What is Negatism? We’re so glad you asked. Negatism is a “what not to do” small business book. Real life examples submitted from entrepreneurs across many industries of lessons learned the hard way and great ideas that turned out to be, well… not so great. My finance people are good, thanks anyway.
Then let’s prove it with our one-of-a-kind Finance Department Report Card specifically designed for creative agencies. Let us review the many tasks and procedures they do for you and we’ll tell you what needs improving and we’ll validate what does not. What if I'm not in the US? Finance Office Partners is virtually down the hall and we serve clients around the world, across the nation and even across the street. What if we only need traditional CPA services? We can do that too. Kevin Wenig, CPA services might be just what you need. How can you work efficiently off-site? Seems to me you need to be in the office with us. We are 100% digital and online. An onsite presence is not as necessary as it would have been once upon a time. We have clients across the United States and Europe; and even one in Iceland!
We use all the leading digital communication tools. And, we use our proprietary FOPRequest software to facilitate transactions on your behalf when you need us to cut a check or send an invoice. All your data is stored online and shared with you. Always. What can I expect every month? We perform all the same bookkeeping activities you have already come to expect with your current provider. We then have a formal closing process where a Controller reviews your financials and proposes changes and revisions, if necessary. All taxes and filings are done without having to go to a separate CPA firm. This is our unique value-add that you can’t get anywhere else. Do I need to sign a contract? Never! If you’re not happy, then we’re not happy and we’ll take immediate steps to make it right. But, if at any time you decide to leave us for whatever reason, we will professionally transition to your next provider, no questions asked. All we ask is 30-days’ notice to be able to completely transition. I’m a pain when it comes to my finances and like to be on top of it every minute. Yes, we know. We keep you updated and communicate with you as much – or as little – as you like. It’s your money, you should have the information to make effective, timely and informed decisions on your schedule, not just on Tuesdays, when your bookkeeper comes in. How do you know which bills to pay? In the beginning, we work closely with you to get all bills approved before any payments are made by us. Over time, we will begin to pay monthly reoccurring bills on our own (with your advance approval). Specific bills will need to be approved so we know the vendor delivered what was promised before they are paid.
We use our proprietary software, FOPRequest which has a built in, easy-to-use accounts payable approval process (we call it Pay-Able®). Do you really expect me to add your names to my business checking account? Well, yes! We run background checks on all employees plus we carry appropriate insurance (Does your bookkeeper?) Only Russell and Kevin have signature authority on your bank accounts. Passwords are restricted (again, using the proprietary software we created) so only designated staff are granted access to passwords which helps to ensure your financial security. However, if you choose not to follow this route, we can open a separate checking account just for you with our names on it and you can ACH us funds to cover your expenses. We only have access to what you release to us. Can Finance Office Partners® really save me money? Yes! As part of our basic consulting services to you, we will move money between interest bearing accounts and take advantage of credit card incentives at every turn. And, we negotiate with vendors to get better pricing. And, using us as your tax preparer lowers your cost because we do the bookkeeping, so the taxes are just an incremental function of what we’re already doing on your behalf, therefore the cost is less than if you go elsewhere. However, if you want to stay with your current CPA for tax preparation, they should charge you lower fees because the books are completed as a CPA firm would expect them, saving your current accountant substantial time to prepare the returns.

Slide CLIENT FEEDBACK “Finance Office Partners told us what was working well and helped us eliminate what wasn’t. I wish we did this years ago.” ROBERT P. IT CONSULTING “We needed a cost-effective method to invoice services for potentially thousands of patients per month. They made it look easy!” SYED M. COUNSELING “Finance Office Partners implemented new software and now we track profitability by investment and by category.” SALLY L. INVESTMENTS MGMT

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    How to reach us Finance Office Partners®
    1495 Black Rock Turnpike, Suite 2A
    Fairfield CT 06825-4165

    Mo. - Fr.: 08:00 - 6:30 EST
    Sa. + Su.: By appointment     (203) 816-6065 ext 204 info@financeofficepartners.com

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