Outsourced Montgomery County CFO Services – Increase Your Profits by 954.9%?
For 35+ years, we’ve been providing premier CFO virtual services for American business owners, and we’re damn-good at what we do. On average, we increase revenue by 40.1% ($2.3M) and profits by 954.9% ($1.8M) over 3 years.
Serving the Montgomery area’s 6,236 residents and 342 businesses spanning Ambler, Blue Bell, Narberth, and beyond for all of your Montgomery Small Business Accountant needs.
How One Small Business Owner in Philadelphia Unlocked $1M in Capital
Discover How 3 of Our Clients Benefitted From Our CFO Advisory Services
By teaming up with us and receiving insightful data and creative strategic solutions, the following three clients were able to make better decisions and increase their profits substantially (avg 954.9%).
Challenge:
They had no idea how much they were making or losing.Case Study #1: Hospitality Client*
Solution:
Our outsourced CFO services helped them get clarity on their profits and losses. Then we implemented a promotional campaign, and they reaped results.Net Result:
A $800k (21.3%) growth in revenue, and a$752K (1,748.8%) growth in profits.
Challenge:
Their financials didn’t make sense to them.Case Study #2: Manufacturing Client*
Solution:
With our CFO virtual services, we fixed their financials, helped them catch-up, and then went for explosive growth!Net Result:
A $1.7M (9.6%) growth in revenue, and a$3.9M (953.7%) growth in profits.
Challenge:
Very expensive operating costs.Case Study #3: Construction Client*
Solution:
Through our outsourced CFO services, we helped them get clarity on their profits and losses. Then we implemented a promotional campaign, and they got incredible results.Net Result:
Their “Year 4”projections are $20M / $3M(revenue/profits). As well as a projected 10-figure buyout within 3 to 9 years.
CFO = 10x Revenue & 4x Profits
We analyzed the financials of our outsourced CFO clients and found…
Companies that did not use CFOs
- Their average annual revenue was $1.2M
- Their average annual profits were $310K
- Worst of all, these Business Owners were prone to working 60+ hour work weeks
Companies that used an outsourced CFO
- Their average annual revenue was $10.7M
- Their average annual profits were $1.1M
- Best of all, the Owners worked less as they relied on their teams and employees to achieve results
Our CFO Services Are Perfect for You, IF…
You don’t know what a CFO does?
- If you’re trying to grow your business without a CFO (Chief Financial Officer) it would be like trying to fly from NYC to LA, but without any instruments or a map.
- As your CFO, we’ll act as your navigator and strategically guide you through the financial data to help you (the CEO) pilot the company to your revenue goals.
- Note, a CFO (Chief Financial Officer) is not just another accountant who calculates numbers; a CFO is a partner who communicates the prioritization of creative solutions.
You realize you need a CFO
- You want a CFO to alert you to foreseeable trouble (cashflow), make financial decisions (on labor costs), and “gut check” your decisions, but…
- You can’t justify the $150,000 to $500,000 salary of a full-time CFO.
- The solution is our on-demand CFO services because we can provide the high-level strategic advisory required to achieve your growth goals, but at a fraction of the cost of a salaried executive.
4th Generation Small Business Owners & Accountants
My grandfather was an Accountant and my other grandfather was in the insulation manufacturing industry. Doing great accounting work is in my blood.
Since 1989, my father (Kevin Niedoba), a small business accountant of 30+ years founded our family accounting firm. A few years back, I decided to split my time as a small business owner and join him because I’m passionate about both accounting and entrepreneurship. I hope one day my son, William, will also join the business (if he wants to, he’s only 3 years old).
We’ll treat your business like it’s our own, by taking advantage of every possible legal tax minimization and profitable growth opportunity we can, all the while minimizing risks.
On behalf of my family and our amazing team at NB Advisors, I look forward to working with you to grow your business.
Ryan Niedoba | NB Advisors
Managing Partner
Kevin Niedoba, CPA | NB Advisors
Managing Partner
Trusted by Montgomery County Small Business Owners
Their expertise has been invaluable in navigating the complexities of taxes, making smart business decisions, and managing our finances as we expanded from one studio to multiple locations. They don’t just handle the numbers—they provide strategic insights that have helped me make informed choices at every stage of growth.”
Why Only 6% of Businesses Grow by 300%
Did you know that only 6% of businesses set annual goals and revisit them on a quarterly basis?
This is according to Xero’s (second largest accounting software) “Make or Break” report, which goes further to share that the 6% of business owners that “revisited” their goals quarterly had an increase of 300% in both productivity and performance.
Our Claimed Awards
2018
NJBA:
Best Online Interactive Tool Award
2016-17
SNJBP:
Readers’ Choice Award
2016
NJBA:
Sales and Marketing Excellence Award
2015
Thomson Reuters:
The Rookie of the Year Award
Photo Credit:
Thomson Reuters. Ryan Niedoba (middle) and Kevin Niedoba (right).
Our Claimed Awards
2018
NJBA:
Best Online Interactive Tool Award
2016-17
SNJBP:
Readers’ Choice Award
2016
NJBA:
Sales and Marketing Excellence Award
2015
Thomson Reuters:
The Rookie of the Year Award
World Class Montgomery County Controller Services
Call/Email Response Within 24 Hrs
Schedule of Service Delivery
Upfront Fixed Fee
Small Business Experts
Multiple Points of Firm Contact
Proactive CPAs
Constantly Innovating!
Our Growth Playbook
We have the exclusive North American license to “Game Plan”; a proprietary management accounting tool.
With this tool, we’ll quickly analyze 100s of financial data points
and produce a report with 13 metrics to predict your company’s health, risk factors both short and long term, and likelihood of bankruptcy.
As certified tax professionals, we’ll evaluate your business’ profitability and compare it to the rest of your company’s industry.
We commonly see companies with gross profitability of 10%-15% when they should be closer to 25% to 28%.
Our focus is on making our customer’s business better, faster, and stronger. This is done via our annual firm-wide “Awesome 8” review and by working with businesses on:
- Growth: Strategies to increase revenue and size of the business.
- Profitability: How to yield more profit per dollar.
- Cash Flow: Better manage cash flow (highs and lows).
- Asset Protection: On hard earned money from risk exposure (liability and seizure).
- Tax Minimization: To minimize tax paid.
- Financial Retirement: Ensure adequate plans and resources for an abundant financial retirement.
- Succession: Create a “salable” business that ensures a successful transition to the next generation of ownership.
- Legacy/Estate: A functional plan to take care of families and accumulated wealth after death.
The Only CPA Firm with a Pricing Guarantee
Our pricing guarantee is simple: If we don’t quote you upfront for the work, we don’t expect you to pay. Whether that’s in our first engagement with you, or it’s in 20 years from now.
You’ll never receive an unpleasant surprise in our invoicing.
We’ll Integrate with Your Accounting Software
“NB Advisors has been a great partner in taking a proactive look at our accounting. They present us with new ideas to help us grow and protect what we have worked so hard to build.”
Bruce Paparone
Founder & CEO of Bruce Paparone Communities
Book Your Free Consultation
If you’re looking to save on your taxes and grow your business, then we’re your trusted Advisors.
Yes, We Offer Small Business Accounting in Montgomery County, Pennsylvania
Norristown, PA
Pottstown, PA
King of Prussia, PA
Lansdale, PA
Horsham, PA
Willow Grove, PA
Ardmore, PA
Montgomeryville, PA
Harleysville, PA
Conshohocken, PA
Audubon, PA
Sanatoga, PA
Hatboro, PA
Kulpsville, PA
Glenside, PA
Plymouth Meeting, PA
Souderton, PA
Ambler, PA
Maple Glen, PA
Blue Bell, PA
Penn Wynne, PA
Oreland, PA
Fort Washington, PA
Bryn Mawr, PA
Wyndmoor, PA
Gilbertsville, PA
Trooper, PA
Collegeville, PA
Bridgeport, PA
Royersford, PA
NB Advisors, LLC in Montgomery County (PA) is near Valley Forge National Historical Park which is close to King of Prussia, Norristown, and Bridgeport. Elmwood Park Zoo, Plymouth Meeting Mall, and the Morris Arboretum are also nearby.
Other locations we serve:
Richmond, VA
South Jersey, NJ
Vineland, NJ
Wilmington, DE
Bucks County, PA
1 Fun and 1 Interesting Fact About Montgomery County (PA)
Montgomery County, PA, is home to Valley Forge National Historical Park, where George Washington and the Continental Army endured a brutal winter during the Revolutionary War, shaping American history. The county also boasts the King of Prussia Mall, the largest shopping mall on the East Coast and one of the biggest in the U.S., attracting millions of visitors yearly. With a blend of rich history and modern attractions, Montgomery County offers a unique mix of past and present, making it a fascinating place to explore, whether you’re a history buff, a shopping enthusiast, or someone who enjoys scenic outdoor spaces.
Montgomery County (PA) Small Business Accounting Resources
101 Bill Smith Boulevard
King of Prussia, PA 19406
(610) 265-1776
What is the Pennsylvania Institute of CPAs (PICPA)?
The Pennsylvania Institute of Certified Public Accountants (PICPA) is a professional organization that represents over 20,000 CPAs and accounting professionals in Pennsylvania. Founded in 1897, its mission is to enhance the success of its members and foster high standards in the accounting profession through advocacy, education, and networking. PICPA provides a wide range of services, including continuing professional education, industry updates, and resources to help members stay current with regulatory changes and best practices. Additionally, it advocates on behalf of CPAs at both the state and national levels, ensuring the profession’s interests are represented in legislative matters.
What is the Pennsylvania State Board of Accountancy?
The Pennsylvania State Board of Accountancy is a governmental agency responsible for regulating the practice of public accounting within Pennsylvania. Its primary functions include licensing and renewing licenses for Certified Public Accountants (CPAs) and public accounting firms, establishing and enforcing professional standards, and ensuring compliance with the state’s accountancy laws and regulations. The board investigates complaints, conducts disciplinary hearings, and can impose sanctions to maintain the integrity of the profession. By overseeing the qualifications and practices of accounting professionals, the Pennsylvania State Board of Accountancy aims to protect the public interest and ensure the competence and ethical conduct of CPAs in the state.
Montgomery County, PA Local Resources
101 Bill Smith Boulevard
King of Prussia, PA 19406
(610) 265-1776
600 Arch St.
Philadelphia, PA 19106
(844) 545-5640
More About Small Business Accounting in Montgomery County, Pennsylvania
Montgomery County, Pennsylvania, is a thriving suburban region known for its rich history, economic strength, and diverse communities. As of the 2020 census, the county has a population of over 850,000 residents, making it one of the most populous counties in the state. It is home to notable landmarks such as Valley Forge National Historical Park, where George Washington’s army camped during the Revolutionary War, and King of Prussia Mall, the largest shopping mall on the East Coast. With a mix of historic charm and modern development, Montgomery County offers a high quality of life, excellent schools, and vibrant local businesses.
The demographics of Montgomery County reflect a well-educated and economically diverse population. The county has a mix of suburban neighborhoods, small towns, and bustling commercial centers. It is known for its strong public school system, prestigious private institutions, and several universities, including Arcadia University and Ursinus College. With a median household income above the national average, the area attracts professionals, families, and retirees alike. Montgomery County also has a significant business presence, with a growing tech and pharmaceutical sector, making it a hub for innovation and economic development in Pennsylvania.
Small business accounting in Montgomery County, PA, plays a vital role in supporting the region’s diverse economic landscape. From family-owned restaurants and boutique shops in Ambler and Skippack to large corporations in Fort Washington and Blue Bell, businesses rely on accounting firms for financial planning, tax compliance, and payroll services. With its proximity to Philadelphia, Montgomery County businesses benefit from a thriving metropolitan market while enjoying a more suburban business environment. Accountants in the region utilize advanced financial software and offer personalized services to help businesses maintain financial stability and growth in an evolving economy.
The economic landscape in Montgomery County presents unique challenges and opportunities for small business accounting. The borough’s efforts towards economic development include various local initiatives and support programs that businesses can leverage. Accountants play a vital role in helping business owners access these resources, manage cash flow, and make informed financial decisions. Additionally, the community-focused nature of Montgomery County means that accountants often work closely with business owners to provide tailored advice and strategies for financial stability and growth. By ensuring robust financial health, small business accounting helps sustain the local economy, fostering a supportive environment where businesses can thrive and contribute to Montgomery County’s ongoing development and prosperity.
NB Advisors, LLC works with small businesses to minimize their tax burden and grow their profits. Offering tax planning and accounting services in the greater Montgomery County (PA) area, we work proactively for you. Our clients love our quick response time, fixed fees, and our innovative solutions.
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See how one business owner unlocked $1M in capital.
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