98-200 Kamehameha Hwy #306, Aiea, HI 96701 | (808) 487-3005 | reyn@wicklundcpa.com
What's Keeping Your Business from Reaching Its Full Potential?
Most businesses hit a ceiling not because of a lack of effort, but a lack of structure. Without the right systems, processes, and financial expertise in place, you're leaving money on the table and burning hours you don't have. In today's market, the businesses that win are the ones with automation, clear workflows, and a financial strategy behind every decision.
Who This Is For
Virtual CFO services are built for business owners who are ready to stop guessing and start growing with a plan.
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Individual Tax Preparation
You're doing $500K+ in revenue but still managing the books yourself or with a part-time bookkeeper who can't give you the full picture.
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Growing Companies
You're adding employees, taking on bigger projects, or expanding locations and need financial infrastructure to keep up with the growth.
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Contractors & Trades
Restaurants, construction, real estate, professional services. If you operate in Hawai'i and deal with GE tax, payroll, and cash flow management, we built this for you.
What Your Virtual CFO Handles
We embed into your business and take ownership of the financial operations so you can make confident decisions every month.
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Workflow & Process Strategy
We map out your core business workflows end to end, then redesign them for efficiency. From how a sale turns into an invoice to how expenses get approved, we build the processes that let your business run without you micromanaging every step.
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SOP Development
From our mapped-out workflows, we write clear, documented Standard Operating Procedures for your key business functions so your team knows exactly what to do, when to do it, and how. SOPs reduce errors, speed up training, and make your business repeatable and scalable.
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Financial & Business Controls
We put the right checks and balances in place: segregation of duties, approval hierarchies, spending limits, and reconciliation checkpoints. Controls protect your business from costly mistakes, fraud, and cash leaks.
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Full-Service Bookkeeping
Monthly reconciliation, categorization, and clean financials through QuickBooks Online. Your books are current, accurate, and ready for decision-making at all times.
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Hawaii GE Tax Preparation
We handle your General Excise tax filings on time, every time. No more scrambling at deadlines or worrying about penalties.
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Monthly Strategy Meetings
Sit down with Reyn every month to review your P&L, cash flow, and KPIs. We walk through what's working, what's not, and what to do next.
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Org Structure & Roles
As you grow, your team structure needs to keep up. We help you define roles, responsibilities, and reporting lines so everyone knows what they own.
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Financial Structure & Planning
Entity structuring, cash flow forecasting, budgeting, and tax planning. We build the financial foundation your business needs to scale without surprises.
How It Works
1
Free Strategy Call
We start with a 30-minute call to understand your business, your pain points, and where you need the most help. No obligation, no sales pitch.
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2
Business Assessment
We dig into your books, your processes, and your current financial setup. We identify the gaps, the risks, and the quick wins that will have the biggest impact.
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3
Custom Game Plan
We deliver a clear, prioritized plan for getting your finances in order: what we'll handle immediately, what we'll build over the first 90 days, and what the ongoing engagement looks like.
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4
Ongoing Execution
We take over the financial operations and meet with you monthly. You get clean books, on-time tax filings, and a CFO-level partner who knows your business inside and out.
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