Remote | Nationwide
Since 2008
FPG-USA
CFO Advisory, Bookkeeping & Accounting
“Cleaner Books. Smarter Strategy. Stronger Profits.”
Certified QuickBooks ProAdvisor – Advanced, Payroll, Tax, and Time Certified | Gold-Level Firm
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- Choosing a CFO Advisor | Why Richard Kahn & FPG-USA Are Among the Rarest in the USA
ounder & CFO of FPG-USA, Richard Kahn, is among fewer than 0.05% of U.S. professionals combining CFO advisory, forensic accounting, and QBO expertise. Choosing a CFO Advisor? Compare This Before You Decide Top ⚡Choosing a CFO Advisor? Compare This Before You Decide As Founder & CFO of FPG-USA, Richard Kahn brings decades of business leadership, court-tested forensic expertise, and elite QuickBooks Online mastery — a combination estimated to be shared by fewer than 0.05% of U.S. practitioners, (Multiple Online Search & AI Results, see TOC #2 below ). In a market full of CFO advisors, forensic accountants, and bookkeepers, finding one professional — and one firm — that delivers all three disciplines at the highest level is almost impossible. That’s why making the right choice now can save years of cost, confusion, and missed opportunity later. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 Table of Contents (TOC) Click a section title to jump — use 🔼 Back to TOC or 🔝 Back to Top to return here. 🎯 Why This Combination Is Rare 📊 The Independent Estimate ( Online Search & AI Results ) 🛠 What Clients Gain 🏢 The FPG-USA Difference 🥋 From the Ring and Witness Stand to the Boardroom 🗝 Your Next Step — No Sales Pitch, Just Strategy 🚀 Ready for an Honest Conversation Centered Around YOU? 🔚 Footer 1 2 1. 🎯 Why This Combination Is Rare Most QBO ProAdvisors focus only on bookkeeping. Most CFO advisors come from corporate finance without forensic experience. Very few have built, run, and sold companies — and fewer still can defend financials in court. Richard Kahn bridges all of these worlds, combining tactical, strategic, and court-ready expertise in one seat at your table. 🔼 Back to TOC 2. 📊 The Independent Estimate ( Multiple Online Search & AI Results ) To ensure accuracy, we posed the same question to multiple AI tools and traditional search engines. Anyone interested can copy/paste the question below and explore their own preferred resources. Question posed: Estimate the number of professionals in the USA who combine high-level CFO advisory expertise, forensic accounting credibility, hands-on QuickBooks Online mastery, decades of business ownership, and the ability to design service frameworks from scratch — and how valuable is it? ChatGPT (AI): “Vanishingly rare and commercially powerful.” Estimated 100–200 individuals nationwide. Strategic value: Operates at the top of the small/mid-market advisory pyramid, where demand is high, supply is microscopic, and trust is everything. Google: “Rare and sought after. Possibly low hundreds or even dozens.” Microsoft Edge: “Likely 200–500 nationwide. Value to SMEs and startups: very high, reflecting a unique multidisciplinary skillset, strategic insight, and operational versatility.” Consensus: Across AI and traditional search results, this rare financial leadership skillset appears in only a few hundred U.S. professionals — a high-trust CFO advisor segment commanding premium value for integrated financial strategy and operations. Fewer Than 200 in the Nation. One in Your Corner. A rare blend of CFO advisory expertise, forensic accounting credibility, hands-on QuickBooks Online mastery, decades of business ownership, and the ability to build service frameworks from scratch. 3 4 5 🔼 Back to TOC 3. 🛠 What Clients Gain Comprehensive Insight – Both tactical bookkeeping accuracy and high-level strategic vision Court-Ready Precision – Financials that withstand regulatory, audit, or legal scrutiny Operational Efficiency – Streamlined systems for better reporting and faster decision-making Strategic Leverage – Turning financials into a tool for growth, valuation, and stability 🔼 Back to TOC 4. 🏢 The FPG-USA Difference ✅Richard didn’t just build his career — he built FPG-USA. FPG-USA delivers bookkeeping, accounting, and CFO advisory with the same precision, timing, and preparation that Richard honed in decades of martial arts, business ownership, and courtroom-level financial work. 🔼 Back to TOC 5. 🥋 From the Ring and Witness Stand to the Boardroom Toughness under pressure – Regulators, the IRS, auditors, CEOs, shareholders — I don’t cave when stakes are high. Proven in competition – National martial arts wins happen in the ring, where skill, focus, and resilience are tested. Courtroom endurance – Testified under oath and submitted forensic filings in 36 states (full credentials) — surviving voir dire, aggressive opposing counsel, investigator scrutiny, and prevailing every time. Winning mindset – Like stepping into the ring and winning ›, taking the witness stand demands precision, composure, and timing under fire. Leaders who can fight — in both mental and physical arenas — are rare. That’s the mindset I bring to every engagement. 🔼 Back to TOC 6. 🗝 Your Next Step — No Sales Pitch, Just Strategy No tricks, no pressure – Our first conversation isn’t a sales pitch. Learn first – I use the same deep-dive approach you’ve seen in the niche questionnaires to understand your operations, pain points, and goals. Solutions from knowledge – If I can help, I call the right move at the right moment — like a fight coach who’s been in the ring. It’s not about hype — it’s about clarity, timing, and delivering the right strategy to get the win. 🔼 Back to TOC 🚀 Ready for an Honest Conversation Centered Around YOU? If you’re ready to educate and share your details — about you, your business, your needs, wants, and goals — and maybe open the door to new opportunities in your financial services (accounting, bookkeeping, and CFO advisory) — it’s easy. Click below, and you’ll get a prompt response directly from our CFO. No sales pressure — just clarity and solutions if we can help. 🔼 Back to TO C 6 Schedule 👉Free Consult with our CFO Footer
- FPG-USA | Fractional CFO, QuickBooks Cleanup, & Bookkeeping Services
FPG-USA offers expert fractional CFO support, QuickBooks cleanup, and bookkeeping services nationwide. Clean books + strategic insight = confident financial decisions. 💼 Profit-Driven CFO Advisory, Accounting & Bookkeeping that makes you money! 💵 The Best Part? Affordable, Expert Support, Without the Overhead. Curious how FPG-USA helps turn finance from a cost center into a profit lever? See👉 How We Help Businesses Grow Profitably › 🚀 Wondering How It Works for You? Let’s have a friendly, no-obligation conversation with our CFO. 👉 Schedule your free strategy call › FPG‑USA Helps You Achieve: 📊 Cleaner Books – Accurate, audit-ready financials 🧠 Smarter Strategy – CFO-level guidance for growth 💵 Stronger Profits – Better decisions, better margins What We Provide: 🛠️ Remote CFO Advisory, Bookkeeping, and Accounting Expert guidance and support—without the cost of building an in-house finance team. 📡 Secure, Global Access for U.S. Accounting and Tax Work with us from anywhere in the world—our services focus exclusively on U.S. Federal and State tax, accounting, and financial advisory. Explore More: 📚 About › – Credentials & Experience 🗂️ Services We Offer › – How We Help 🎯 Insights › - Why Clients Choose Us › – Our Value in Action 🏆Deep Financial Expertise—Delivered Persona lly Work directly with Richard Kahn , CFO of FPG‑USA—a 5-Badge QuickBooks Online ProAdvisor with decades of experience in: Strategic CFO advisory Forensic accounting cleanup Tax compliance and advisory Real-world profit improvement for U.S. businesses "Expert financial guidance made approachable, economical, and tailored to your business—without adding overhead." Care to evaluate Richard Kahn's 👉 Credentials | Key CFO Skills 📘 We Don’t Just “Do the Books.” "We help you turn clean numbers into confident decisions—and stronger profits. Whether you’re behind on your books, uncertain about your numbers, or planning your next stage of growth —FPG‑USA provides trusted financial leadership to help you move forward." 🚀 Curious if this could work for your business? 👉 Schedule Your Free, No-Obligation Strategy Call ›
- Who We Serve | Fpg-USA CFO Advisory Svcs
Here is a partial list of who we serve here at PG-USA. Who We Serve Top 🎯 Who We Serve FPG‑USA provides remote CFO Advisory, QuickBooks Online (QBO) Bookkeeping, and Accounting Services to for-profit businesses nationwide—100% virtual, no on-site visits required. Our main clientele fall into the following seven categories: — Richard Kahn, Founder & CFO, FPG‑USA 📋 About FPG-USA (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Small to Mid-Sized Businesses 2️⃣ Startups & Scale-Ups 3️⃣ Professional Services Firms 4️⃣ Real Estate Investors & Syndicators 5️⃣ E-Commerce & Retail Businesses 6️⃣ Foreign-Owned U.S. Entities 7️⃣ Stressed or Cleanup Clients 🚀 Ready to Discuss Your Needs? 🔚 Footer TOC 1️⃣ Small to Mid-Sized Businesses (SMBs / SMEs) Annual Revenue: $500K – $50M (sometimes higher for CFO advisory) Employees: 5–200 employees Our clients are typically U.S.-based businesses that operate without an in-house CFO or controller and need clear, accurate financials, strategic guidance, and reliable bookkeeping. 🧭 Explore Industry-Specific Financial Services Each link below takes you to a dedicated page for that industry, highlighting how FPG‑USA supports businesses like yours with tailored CFO advisory, bookkeeping, and accounting solutions. These pages outline common financial challenges, opportunities, and how our services adapt to your business model — whether you're growing, catching up, or seeking higher-level strategy. 📌 Click any industry name to learn how we help your business gain clarity, compliance, and control through expert financial services. 🛒 1. eCommerce Businesses 🦴 2. Chiropractic Practices 🏗️ 3. Construction Companies 🦷 4. Dental Practices 📐 5. Engineering Firms 🏋️ 6. Gyms & Fitness Centers 🏥 7. Home Health Agencies ⚖️ 8. Law Firms 🏭 9. Manufacturing Companies 📣 10. Marketing Agencies 🩺 11. Medical Practices 💆♀️ 12. Medical Spas 🧠 13. Mental Health Practices 🏢 14. Property Management Companies 🏘️ 15. Real Estate Agents 🏚️ 16. Real Estate Investors 🍽️ 17. Restaurants & Bars 💻 18. SaaS Companies 🚛 19. Trucking Companies 🐾 20. Veterinary Practices 🔼 Back to TO C 2️⃣ Startups & Scale-Ups Types: Tech startups, SaaS, media companies, CPG, DTC e-commerce, etc. Why Clients Need FPG-USA: Need investor-ready financials Require forecasting, cash runway analysis, and burn rate management Looking to avoid costly hiring of full-time finance staff early on 🔼 Back to TOC 3️⃣ Professional Services Firms Examples: Law firms, medical practices, consultants, agencies, creative firms Why Clients Need FPG-USA: Project-based or retainer billing creates revenue recognition challenges Need help managing cash flow, AR, AP, and growth strategy 🔼 Back to TOC 4️⃣ Real Estate Investors & Syndicators Types: Property flippers, rental property owners, REITs, syndicators Why Clients Need FPG-USA: Require entity-level financials and consolidation reporting Tracking capital contributions, distributions, and IRR for investors FIRPTA compliance if dealing with foreign sellers (niche tie-in for your firm) 🔼 Back to TOC 5️⃣ E-Commerce & Retail Businesses Platforms: Shopify, Amazon, WooCommerce, etc. Why Clients Need FPG-USA: Need help with inventory accounting, COGS tracking, merchant processor reconciliations Require clean financials for funding or exits 🔼 Back to TOC 6️⃣ Foreign-Owned U.S. Entities Types: Inbound investors, foreign sellers of U.S. property, or business units Why Clients Need FPG-USA: Need U.S. GAAP books, ITIN assistance, tax filings, and withholding guidance Often require remote services and trust third-party experts 🔼 Back to TOC 7️⃣ Stressed or Cleanup Clients Examples: Companies with backlogged books, IRS issues, or disorganized financials Why Clients Need FPG-USA: Need rescue services like QBO Cleanup, Catch-Up Bookkeeping, and diagnostics Once clean, may convert to monthly advisory or bookkeeping services 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're scaling, cleaning up your books, or looking for strategic financial guidance, we're here to help. 👉 Click here to connect with us for a free initial consultation. 🔼 Back to TOC 1. Small to Mid-Sized Businesses 2. Startups & Scale-Ups 3. Professional Services Firms 4. Real Estate Investors & Syndicators 5. E-Commerce & Retail Businesses 6. Foreign-Owned U.S. Entities 7. Stressed or Cleanup Clients Schedule Footer
- About FPG‑USA | CFO Advisory & Bookkeeping Leadership
Learn about FPG‑USA and founder Richard Kahn. We help small and mid-sized businesses grow with expert CFO advisory, bookkeeping, and financial strategy—backed by real-world leadership. Top About FPG-USA 👋 Welcome to FPG‑USA At FPG‑USA, everything we do is centered on you—the client. We help turn financial complexity into clarity, confidence, and sustainable growth. I’m Richard Kahn, Founder & CFO , and I personally lead our engagements. Our mission is simple: cut through financial fog and deliver practical solutions that fuel profits, reduce stress, and drive smarter growth. Whether you need cleaner books, smarter strategy, or stronger profits , we help you turn financial complexity into clarity—and clarity into opportunity. 🔼 Back to TOC TOC 📋 About FPG-USA (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ 🎯 What You’ll Gain Working with FPG‑USA 2️⃣ 🧠 Why Clients Trust Richard Kahn 3️⃣ 💼 Services We Provide 4️⃣ 🔗 View Credentials & Schedule a Call 🔚 Footer 1️⃣ 🎯 What You’ll Gain Working with FPG‑USA ✅ Financial Clarity Clean, accurate, and up-to-date books Reliable reports — no guesswork Visibility into profits & spending leaks 🔼 Back to TO C ✅ Smarter, Data-Driven Decisions Strategic forecasting & budgeting Financial KPIs aligned to goals Confidence to make hiring, pricing, and investment decisions 🔼 Back to TOC ✅ Stronger Profitability Margin optimization & cost control Revenue strategies driven by trends Identifying underperforming segments 🔼 Back to TOC ✅ Growth Readiness Systems ready for scaling, investors, or lenders Due diligence-ready financials Flexible, scalable support 🔼 Back to TOC ✅ Risk Reduction & Compliance Fewer tax surprises Reduced penalty & audit risks Documentation ready for audits or contracts 🔼 Back to TOC ✅ More Time & Focus for You Free up leadership bandwidth Focus on growth while we manage the financial backend 🔼 Back to TOC 2️⃣ 🧠 Why Clients Trust Richard Kahn With decades of hands-on leadership, I’ve helped: Attorneys, investors, and entrepreneurs Real estate professionals and international sellers Small to mid-sized businesses across industries They all share something in common: They want high profits, precision, and strategy that drives results. Clean books. Confident decisions. Stronger profits. 👉 View My Full Credentials & Experience › 🔼 Back to TOC 3️⃣ 💼 Services We Provide With decades of hands-on leadership, I’ve helped: Fractional CFO Advisory Bookkeeping & Monthly Accounting Catch-Up & Cleanup Services FIRPTA Compliance & Tax Support And more... 👉 Explore the Services We Offer › 🔼 Back to TOC 4️⃣ 🔗 Let’s Put Experience to Work for You At FPG‑USA, we back our results with: 👉 Proven Credentials & Experience › 👉 R eal-World CFO Skills › With hands-on financial leadership and strategic support, we’re ready to help you move forward with clarity, confidence, and growth. 👉 Schedule Your Free Strategy Call › 🔼 Back to TOC 1. What You’ll Gain Working with FPG‑USA 2. Why Clients Trust Richard Kahn 3. Services We Provide 4. View Credentials & Schedule a Call Footer
- Financial Services for Real Estate Investors | FPG-USA
FPG-USA provides bookkeeping, accounting, and CFO advisory services tailored to real estate investors — from short-term rentals to long-term portfolios. FPG-USA Financial Services for REAL ESTATE INVESTORS Top 🏘️ Real Estate Investors Real estate investing is all about leverage, timing, and strategy — but without clean books and cash flow clarity, even a high-performing property can turn into a liability. At FPG-USA, we help real estate investors stay financially agile, tax-ready, and profit-focused. Whether you're managing a few single-family homes, scaling an STR (short-term rental) portfolio, or acquiring multi-unit holdings, our services are tailored to support your goals. My experience includes leading real estate syndications, managing investor relations, and overseeing structured investment offerings at the national level. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🏘️Real Estate Investors (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Common Pain Points for Real Estate Investors 2️⃣ How We Help Real Estate Investment Clients 3️⃣ Key Metrics We Track 4️⃣ Tools, Systems & Integrations 5️⃣ FPG-USA’s Real Estate Financial Experience 6️⃣ Who We Work Best With 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Common Pain Points for Real Estate Investors • Disorganized or missing financial records at tax time • Commingling of personal and investment property funds • No property-by-property or class-level performance tracking • Poor or nonexistent cash flow forecasting • Challenges calculating ROI, cap rates, and debt service coverage • Lack of clarity on cost segregation and depreciation strategy 🔼 Back to TOC 2️⃣ How We Help Real Estate Investment Clients • Monthly QuickBooks Online bookkeeping with class/property tagging • Categorization of rent, maintenance, CapEx, and recurring expenses • Chart of accounts customized for property-level detail • Integration with property management platforms (e.g., AppFolio, Buildium) • Support for both long-term rentals and short-term rental operations • Financials structured for ease of tax prep (Schedule E or entity returns) 🔼 Back to TOC 3️⃣ Key Metrics We Track • Net Operating Income (NOI) • Cap Rate • Cash-on-Cash Return • Gross Rent Multiplier (GRM) • Vacancy Rate • Expense Ratio • Debt Service Coverage Ratio (DSCR) 🔼 Back to TOC 4️⃣ Tools, Systems & Integrations • QuickBooks Online (QBO) with real estate-specific setup • Property management software (AppFolio, Buildium, Hostaway, etc.) • Automated bank and credit card feeds • Gusto or other payroll integrations (for in-house maintenance staff) • Google Sheets or Excel dashboards for portfolio analysis 🔼 Back to TOC 5 5️⃣ FPG-USA’s Real Estate Financial Experience Our team — led by Richard Kahn, former National Real Estate Product Manager at Merrill Lynch — brings deep institutional and entrepreneurial experience across the real estate investment spectrum: • Syndications and investor reporting (Richard served as general partner on numerous syndicated deals) • Preparation of offering materials, pro forma financials, and investor presentations • Residential portfolios (single-family, multi-family) • STR operations (Airbnb, VRBO) • Rehab and flip ventures • Small commercial assets and mixed-use properties • Real estate fund and partnership structures • Coordination with attorneys, CPAs, and 1031 exchange facilitators • Understanding of securities compliance, investor communications, and capital raising nuances 🔼 Back to TOC 6️⃣ Who We Work Best With • Real estate investors managing 2+ properties or scaling a portfolio • Entities including LLCs, partnerships, and corporations • Investors seeking monthly visibility and financial clarity • STR operators needing cost allocation across bookings and properties • Those looking to delegate financial systems to a qualified team 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're managing long-term rentals or scaling your Airbnb portfolio, we're here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Schedule 6 Footer
- Home Health Agency CFO, Bookkeeping & Accounting | FPG-USA
FPG-USA helps home health agencies improve profitability, streamline payroll and billing, and prepare clean, audit-ready books. Strategic financial services for growth and compliance. FPG-USA Financial Services for HOME HEALTH AGENCIES Top 🏥 Reliable Financial Care for Those Who Care for Others Home health agencies face complex financial and compliance requirements—from 1099 caregiver payroll to Medicare reimbursements and home visit tracking. At FPG-USA, we bring clarity to the chaos so you can focus on patient care, not paperwork. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🏥 Home Health Agencies (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Financial Challenges in Home Health 2️⃣ Services We Offer Agencies 3️⃣ Payroll, Contractors & Labor Compliance 4️⃣ Billing, Reimbursement & Revenue Tracking 5️⃣ Fraud Prevention & Audit Preparedness 6️⃣ Cash Flow Management for Seasonal Shifts 7️⃣ CFO-Level Strategy for Growth or Sale 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Financial Challenges in Home Health Most agencies juggle multiple systems: EVV platforms, billing software, paper logs, and staff reimbursements. This creates inconsistent books, missed reimbursements, and exposure to penalties. We help untangle your records and build systems for clarity and compliance. 🔼 Back to TO C 2️⃣ Services We Offer Agencies Our team supports: QuickBooks Online bookkeeping & reconciliations Payroll support for employees and 1099 caregivers Revenue and billing reconciliation Preparation for audits, reviews, and funding applications Forecasting and strategic planning for growth 🔼 Back to TO C 3️⃣ What’s Included in Our Services We help you structure clean compensation models for caregivers, nurses, aides, and admin staff—including mileage, per-visit pay, 1099 contractor management, and payroll reconciliations. 🔼 Back to TO C 4️⃣ Billing, Reimbursement & Revenue Tracking Agencies often deal with long reimbursement cycles from Medicare, Medicaid, and private insurers. We ensure your revenue is recorded properly and aligned with billing reports and EVV data. 🔼 Back to TO C 5 5️⃣ Fraud Prevention & Audit Preparedness If you sell branded apparel, protein supplements, or gear, we help track inventory costs, shrinkage, and margins—so your retail shop doesn’t turn into a black hole in your books. 🔼 Back to TO C 6️⃣ Cash Flow Management for Seasonal Shifts Fluctuations in referrals and payer reimbursements can squeeze your cash flow. We build forecasting models that account for seasonal trends, allowing you to plan staffing, marketing, and operational decisions with clarity. 🔼 Back to TO C 7️⃣ CFO-Level Strategy for Growth or Sale Whether you're scaling services, seeking new licensing, or preparing to sell, we provide insight into your valuation, profitability by payer mix, and expansion risk analysis. We help you grow with control—not chaos. 🔼 Back to TO C 🚀 Ready to Discuss Your Needs? Whether you're expanding staff, navigating audits, or preparing for funding, we're here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TO C Schedule 7 6 Footer
- Services We Offer | CFO, QBO Bookkeeping & Accounting – FPG‑USA
Explore FPG‑USA’s core services: CFO advisory, QBO bookkeeping, and accounting—built to deliver clarity, compliance, and stronger financial performance. Top Services We Offer ✨ Financial Services That Drive Profit, Clarity & Control At FPG‑USA, we deliver more than bookkeeping. We provide the financial systems, cleanup, and strategic advisory that help businesses grow—profitably, sustainably, and with less stress. Whether you're catching up, cleaning up, or planning your next stage of growth, our services are built to give you cleaner books, smarter strategy, and stronger profits. 👉 Schedule your free strategy call › — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 Services We Offer (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top ✨ What We Mean by "Financial Services" at FPG‑USA ⚙️ One-Time Cleanup & Diagnostic Services 1️⃣❤️🩹 QuickBooks Online Health Check 2️⃣ 🔍 QuickBooks Online Diagnostic Audit 3️⃣ 🕰️ Catch-Up & Prior-Year Bookkeeping 4️⃣ 🧹 QuickBooks Online Cleanup Services 5️⃣ 🛠️ 6-Week Financial Fix & Alignment Program ♾️ Ongoing Services 6️⃣ 🗓️ Monthly QuickBooks Online Bookkeeping 7️⃣ 📈 Monthly Accounting Services 8️⃣ 🧠 Fractional CFO Advisory Services 🌍 Specialized Compliance Services 9️⃣ 🌐 FIRPTArefunds Advisory 👉 Ready to Take Control of Your Financial Strategy? 🔚 Footer What We Mean by "Financial Services" ✨ Financial Services That Drive Profit, Clarity & Control What We Mean by "Financial Services" at FPG‑USA 🔍 For many visitors, “Financial Services” can mean banking, insurance, lending—even investments. At FPG‑USA, our Financial Services encompass the full spectrum of financial support your business needs: • Bookkeeping: Regular transaction categorization and reconciliations • Accounting: Financial reporting, insight analysis, and audit-ready records • CFO Advisory: Strategic planning, KPI tracking, cash flow modeling, forecasting, and operational guidance We are not a bank or investment provider — we are your financial operations partner, helping you grow profitably and sustainably. 🔼 Back to TOC 1. QuickBooks Online Health Check 2. QuickBooks Online Diagnostic Audit 3. Catch-Up & Prior-Year Bookkeeping ⚙️ One-Time Cleanup & Diagnostic Services "Not sure whether you need bookkeeping, accounting, advisory or all three? T ake our self-assessment >" 1️⃣❤️🩹QuickBooks Online Health Check Fast, surface-level scan of your QBO file to identify issues and red flags. 🔼 Back to TOC 2️⃣ 🔍 QuickBooks Online Diagnostic Audi t A deeper analysis of historical data, errors, and setup problems. 🔼 Back to TOC 3️⃣ 🕰️ Catch-Up & Prior-Year Bookkeeping We reconstruct financials and close the gap — from months to years behind. 🔼 Back to TOC 4️⃣ 🧹 QuickBooks Online Cleanup Service s We restore accuracy, correct misclassifications, and reconcile accounts. 🔼 Back to TOC 5️⃣ 🛠️ 6-Week Financial Fix & Alignment Program Intensive support to repair broken workflows and get your financial systems back on track fast. 🔼 Back to TOC ♾️ Ongoing Services 6️⃣ 🗓️Monthly QuickBooks Online Bookkeeping Services Timely categorization, reconciliations, and reporting every month. 🔼 Back to TOC 7️⃣ 📈 Monthly Accounting Services Includes bookkeeping plus monthly closeouts and KPI tracking. 🔼 Back to TOC 8️⃣ 🧠 Fractional CFO Advisory Services Get high-level financial guidance without hiring in-house. 🔼 Back to TOC 🌍 Specialized Compliance Services 9️⃣ 🌐 FIRPTArefunds Advisory We guide foreign sellers, agents, and closing teams through the FIRPTA tax process from withholding to refund. 🔼 Back to TOC 👉 Ready to Take Control of Your Financial Strategy? Whether you need a clean set of books, monthly support, or strategic CFO guidance, FPG‑USA is ready to help. Let’s talk about how we can streamline your finances and grow your profits—without adding in-house overhead.. 📞 Schedule Your Free Strategy Call › 🔼 Back to TOC 4. QuickBooks Online Cleanup Services 5. Problem Fix & Alignment Program (6 Weeks) 6. Monthly QuickBooks Online Bookkeeping 7. Monthly Accounting Services 8. Fractional CFO Advisory Services 9. FIRPTArefunds Advisory Schedule Footer
- CFO Advisory & Bookkeeping for Dental Practices | FPG-USA
Expert QuickBooks Online bookkeeping and CFO advisory for dental practices. Improve financial clarity, streamline operations, and grow profitably. FPG-USA Financial Services for DENTAL PRACTICES Top 🦷 Dentists and dental practice owners face unique financial challenges — from managing insurance reimbursements to balancing production with overhead, staffing, and technology upgrades. At FPG-USA, we provide expert financial services tailored specifically for dental practices, including QuickBooks Online bookkeeping, cash flow management, and strategic CFO advisory. Whether you operate a solo office, multi-provider group, or DSO, we help you streamline your books, understand your numbers, and grow profitably — without adding overhead. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🦷 Dental Practices (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Financial Blind Spots in Dental Practices 2️⃣ Our Approach to Bookkeeping & Accounting 3️⃣ Strategic CFO Advisory for Dental Growth 4️⃣ Why Dentists Choose FPG-USA 5️⃣ Fixed-Fee Pricing, No Surprises 6️⃣ Who We Work With 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 1️⃣ Financial Blind Spots in Dental Practices Even profitable dental practices can experience financial stress due to: ❗ Insurance delays & underpayments ❗ Inconsistent patient billing or collection issues ❗ High payroll & equipment overhead ❗ Lack of visibility into provider performance ❗ Commingling of personal/business expenses We bring clarity to your numbers so you can make confident, informed decisions — not just react to cash flow. 🔼 Back to TO C 2️⃣ Our Approach to Bookkeeping & Accounting We provide industry-specific bookkeeping and accounting for dentists using QuickBooks Online: ✅ Monthly transaction categorization & reconciliation ✅ Integration with practice management & billing systems ✅ Tracking of revenue by provider, service type, or location ✅ Accurate coding of payroll, lab, supply, and equipment expenses ✅ Audit-ready financials with clean month-end closes You’ll always know where your practice stands — without chasing spreadsheets or worrying about year-end chaos. 🔼 Back to TO C 3️⃣ Strategic CFO Advisory for Dental Growth Our CFO services for dentists are tailored to drive smarter decisions and profitable growth: 📈 Forecasting revenue based on chair time and production 💸 Identifying overstaffing or cost leakage 💡 Pricing strategy for services, memberships, or fee schedules 🧾 Capital planning for equipment, technology, or expansion 🧠 Coaching on owner compensation, tax planning, and entity structure Whether you’re scaling, selling, or staying steady — we bring clarity and strategy. 🔼 Back to TO C 4️⃣ Why Dentists Choose FPG-USA ✅ 30+ years of financial leadership ✅ AFSP Certified, IRS Acceptance Agent ✅ QuickBooks Online ProAdvisor: Advanced, Payroll, Tax & Time ✅ Trusted by dental practices, DSOs, and healthcare providers nationwide ✅ Secure remote access, HIPAA-conscious tools, and no hidden fees 🔼 Back to TO C 5️⃣ Fixed-Fee Pricing, No Surprises We offer clear, fixed pricing for bookkeeping, accounting, and CFO advisory — no hourly billing, no surprises. Your monthly fee includes: Full-service QuickBooks Online bookkeeping Financial reporting & reconciliations CFO advisory calls or email strategy support Annual tax package preparation (optional add-on) 👉 Request a Quote 🔼 Back to TO C 6️⃣ Who We Work With We support a range of dental businesses: 🦷 Solo practitioners & startups 🧑⚕️ Multi-provider private practices 🏢 Multi-location or specialty offices 🏛️ Dental Service Organizations (DSOs) 🧮 Dental consultants or coaches seeking backend support 🔼 Back to TO C 🚀 Ready to Discuss Your Needs? Whether you're scaling, cleaning up your books, or looking for strategic financial guidance, we're here to help. 👉 Click here to schedule your free strategy call with our CFO › 🔼 Back to TO C 2 3 4 5 6 Schedule Footer
- Bookkeeping & CFO Advisory for Veterinary Practices | FPG-USA
Veterinary clinics trust FPG-USA for clean books, staff compensation planning, and strategic growth guidance. Bookkeeping, financial reports, and CFO services for vets. FPG-USA Financial Services for TRUCKINGCOMPANIES Top 🐾 Veterinary Practices Running a veterinary clinic means balancing compassion, care, and complex operations — from staff scheduling and high equipment costs to client billing and prescription tracking. At FPG‑USA, we bring financial clarity to busy clinics so veterinarians can focus on what matters most: patient care. My daughter is a DVM (University of Pennsylvania) specializing in emergency care — so I know firsthand the pressure, commitment, and complexity that comes with this profession. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🐾 Veterinary Practices (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Financial Stress Points in Veterinary Clinics 2️⃣ Strategic Benefits of Partnering with FPG‑USA 3️⃣ Services We Commonly Provide to Veterinary Clients 4️⃣ Who We Work With in the Veterinary Industry 5️⃣ Tiered Services Plan for Veterinary Practices 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Financial Stress Points in Veterinary Clinics Veterinary practices often deal with tight cash flow, expensive equipment, and compensation challenges. Common issues we help resolve include: • High-cost inventory and equipment financing • Associate and technician compensation structures • Client billing, collections, and late payments • Budgeting for pharmaceuticals and disposables • Financial reporting by service line or specialty • Forecasting for new locations or service expansion 🔼 Back to TOC 2️⃣ Strategic Benefits of Partnering with FPG-USA With FPG-USA, you get more than clean books — you gain a financial partner who understands how a veterinary clinic actually runs. Benefits include: • Clear, timely financials aligned with practice cycles • Payroll tracking for hourly, salaried, and per diem staff • Compensation modeling for associates and bonuses • Cash flow forecasting to smooth seasonal fluctuations • Budgeting tied to staffing, service lines, or expansion 🔼 Back to TOC 3️⃣ Services We Commonly Provide to Veterinary Clients • Monthly QuickBooks Online bookkeeping • Chart of accounts customized to veterinary needs • Reconciliations and monthly close • Tracking of COGS for meds, equipment, and labs • Monthly P&L, balance sheet, KPI dashboards • Optional strategic advisory and budgeting support • Liaison support with your tax accountant or CPA 🔼 Back to TOC 4️⃣ Who We Work With in the Veterinary Industry • Small animal clinics • Multi-location practices • Mobile veterinarians • Specialty clinics (e.g., emergency, dental, oncology) • Practice groups preparing for acquisition or succession Whether you're a solo vet with a startup clinic or an established practice group, we provide the right level of service to fit your size and complexity. 🔼 Back to TOC 5 Schedule 5️⃣ Tiered Services Plan for Veterinary Practices Veterinary practices can scale quickly — and so do our services. Our tiered model includes: • Tier 1: Foundational bookkeeping and financial hygiene • Tier 2: Full-service bookkeeping + payroll & reporting • Tier 3: Strategic CFO-level support for high-growth clinics Whether you're a solo vet with a startup clinic or an established practice group, we provide the right level of service to fit your size and complexity. 📄 Full Tiered Services Plan available by request. 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're growing your practice, building a team, or planning ahead for succession — we’re here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Footer
- Bookkeeping & CFO Services for Trucking Companies | FPG-USA
CFO advisory, accounting, and QuickBooks bookkeeping for owner-operators, small fleets, and logistics firms. FPG-USA helps trucking companies improve cash flow, manage expenses, and stay compliant. FPG-USA Financial Services for TRUCKINGCOMPANIES Top 🚚 Trucking Companies Whether you’re an owner-operator or managing a growing fleet, your financials need to keep pace with the road ahead. FPG‑USA supports trucking companies with the clarity, compliance, and strategic insights needed to manage tight margins, rising fuel costs, and seasonal fluctuations. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🚚 Trucking Companies (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Industry-Specific Financial Challenges 2️⃣ Strategic Benefits of Partnering with FPG‑USA 3️⃣ Common Services We Provide to Trucking Companies 4️⃣ Who We Serve: From Owner-Operators to Fleets 5️⃣ See Our Tiered Services Plan for Trucking Companies 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Industry-Specific Financial Challenges Trucking companies face some of the most volatile cost structures in business — from unpredictable fuel prices to maintenance emergencies and long A/R collection cycles. Common financial pain points we help resolve: • Fuel costs and IFTA tracking • Loan and lease structuring for rigs and trailers • Maintenance and depreciation forecasting • Cash flow gaps between delivery and payment • Tax compliance (1099s, per diem, asset depreciation) • Seasonal income swings and overleveraging 🔼 Back to TOC 2️⃣ Strategic Benefits of Partnering with FPG-USA Partnering with us means less stress, more visibility, and financial decisions grounded in facts. Clients benefit from: • Monthly or weekly QuickBooks Online bookkeeping • Cost-per-mile analysis and profitability tracking • Owner draws and loan repayments tracked cleanly • Cash flow forecasting tied to delivery schedules • Forecasting that accounts for fleet expansion • Fuel card integration and expense management 🔼 Back to TOC 3️⃣ Common Services We Provide to Trucking Companies FPG-USA offers both foundational and advanced services, depending on the size and complexity of your operation: • QuickBooks Online setup and support • Monthly categorization, reconciliations, and close • IFTA-friendly expense categorization • Driver payroll or 1099 reconciliation • AP/AR support for brokered contracts • Monthly P&L, balance sheet, and KPI reporting • Optional strategic advisory for fleet-based growth 🔼 Back to TOC 4️⃣ Who We Serve: From Owner-Operators to Fleets We work with: • Solo and husband-wife teams just starting out • Multi-truck businesses looking to scale • Dispatchers and back-office managers • Regional logistics and last-mile providers • Trucking companies with seasonal or contract-based revenue Whether you’re hauling freight nationwide or servicing regional lanes, our financial services grow with yo u. 🔼 Back to TOC 5 5️⃣ See Our Tiered Services Plan for Trucking Companies We’ve developed a tiered services model designed for trucking companies at every stage: • Tier 1: For new or solo operators needing clean books and tax-ready reports • Tier 2: For small fleets with payroll and asset management needs • Tier 3: For growing operations needing CFO-level forecasting, rig financing analysis, and dispatch-related planning 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're reconciling fuel cards, financing new equipment, or planning for growth — we're here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Schedule Footer
- Financial Services for Gyms & Fitness Centers | FPG-USA
Discover FPG-USA’s bookkeeping, accounting, and CFO advisory services tailored for gyms, fitness centers, and boutique studios. Gain financial clarity, manage memberships, and grow sustainably with FPG-USA. FPG-USA Financial Services for GYMS & FITNESS CENTERS Top 🏋️ Your Gym Should Be as Fit Financially as It Is Physically From small fitness studios to multi-location gyms, FPG-USA helps fitness business owners go beyond just balancing the books. We clarify revenue streams (memberships, drop-ins, classes), control expenses, and guide strategic growth so you can spend more time building strength in your business—not just your clients. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 🏋️Gyms & Fitness Centers (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Common Financial Blind Spots 2️⃣ Our Services for Fitness Businesses 3️⃣ Membership Revenue & Payment Tracking 4️⃣ Staff Compensation Models & Class Payouts 5️⃣ Inventory, Supplements & Retail Oversight 6️⃣ Seasonal Trends, Prepaid Packages & Cash Flow 7️⃣ Strategic Advisory for Growth or Exit 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 1️⃣ Common Financial Blind Spots Fitness businesses often struggle with inconsistent income tracking, unclear staff payouts, and seasonal cash flow swings. FPG-USA helps you fix disorganized books, reconcile payments from systems like Mindbody or Glofox, and prepare clean financials for tax or expansion. 🔼 Back to TO C 2️⃣ Our Services for Fitness Businesses We offer a range of tailored services including: QuickBooks Online setup and monthly bookkeeping Reconciliation of POS and merchant deposits Class pack and recurring membership tracking Payroll support (trainers, instructors, 1099/employee mix) KPI dashboards (churn, LTV, CAC, class utilization) 🔼 Back to TO C 3️⃣ What’s Included in Our Services We ensure your recurring revenue is clearly captured and reconciled—whether it’s through Stripe, Square, Zen Planner, or ACH autopay. You’ll get clarity on MRR (monthly recurring revenue), churn, and what each member is actually worth. 🔼 Back to TO C 4️⃣ Staff Compensation Models & Class Payouts From hourly wages to per-class instructor pay and performance bonuses, we help structure clean payroll integrations and payout models. We also reconcile inconsistencies between class attendance systems and payroll records. 🔼 Back to TO C 5️⃣ Inventory, Supplements & Retail Oversight If you sell branded apparel, protein supplements, or gear, we help track inventory costs, shrinkage, and margins—so your retail shop doesn’t turn into a black hole in your books. 🔼 Back to TO C 6️⃣ Seasonal Trends, Prepaid Packages & Cash Flow Gyms are prone to seasonality. We track deferred revenue from prepaid packages and forecast for low-attendance periods so you aren’t caught off guard by a cash crunch. 🔼 Back to TO C 7️⃣ Strategic Advisory for Growth or Exit Considering adding another location? Buying equipment? Partnering with a new trainer? We’ll help you evaluate the ROI and model the impact on your bottom line. We also help with valuations and financial prep for sale or succession planning. 🔼 Back to TO C 🚀 Ready to Discuss Your Needs? Whether you're expanding locations, optimizing staff compensation, or trying to untangle POS and membership systems, we're here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TO C 2 3 4 5 Schedule 7 6 Footer
- Financial Services for SaaS Companies | FPG-USA
FPG-USA provides SaaS founders with expert financial services — QBO bookkeeping, monthly accounting, and CFO advisory. Focus on growth, we’ll handle the numbers. FPG-USA Financial Services for SaaS COMPANIES Top 💻 SaaS (Software as a Service) Companies You focus on product, users, and scale. We focus on cash flow, metrics, and financial clarity. At FPG-USA, we support SaaS founders through every growth stage — from startup through Series A and beyond. Our services are designed to deliver actionable insight, clean books, and strategic visibility so you can make smarter decisions with investor-grade financials. — Richard Kahn, Founder & CFO, FPG‑USA TOC 📋 FPG-USA Financial Services for 💻SaaS Companies (TOC) Click a section title to jump — use 🔼 Back to TOC to return here/ top. 🔝 Back to Top 1️⃣ Introduction 2️⃣ Why SaaS Finances Are Unique 3️⃣ How FPG-USA Helps SaaS Founders 4️⃣ When to Engage Us 5️⃣ Sample Monthly Services Scope 6️⃣ Metrics & KPIs We Track 7️⃣ Tech Stack & Integrations 8️⃣ See Our Tiered Services Plan 🚀 Ready to Discuss Your Needs? 🔚 Footer 1 2 3 4 1️⃣ Introduction Software-as-a-Service businesses live and die by metrics, burn rate, and recurring revenue. Whether you're pre-revenue, scaling with a subscription base, or preparing for due diligence — your financial backend must be precise, timely, and growth-ready. FPG-USA equips SaaS leaders with the structure and visibility to grow with confidence. 🔼 Back to TOC 2️⃣ Why SaaS Finances Are Unique • Deferred revenue and subscription modeling • CAC, churn, and LTV tracking • Capital raises and investor reporting • R&D expense allocations • Burn rate management and cash runway • Accrual vs. cash complexities for MRR/ARR clarity (Monthly/Annual Recurring Revenue) 🔼 Back to TOC 3️⃣ How FPG-USA Helps SaaS Founders • QuickBooks Online setup and SaaS-specific chart of accounts • Subscription revenue tracking • Monthly reporting (MRR, ARR, burn rate, etc.) • Strategic CFO advisory for funding rounds • Financial modeling for growth and runway • Forecasting cash flow based on pipeline and churn • Integration with Stripe, Chargebee, Gusto, and more 🔼 Back to TOC 4️⃣ When to Engage Us • You're preparing for seed or Series A funding • You’ve outgrown your spreadsheet-based tracking • Revenue is scaling but costs aren’t clear • You’re merging finance ops after an acquisition • Investors want standardized reports or budget forecasts 🔼 Back to TOC 5 5️⃣ Sample Monthly Services Scope • Bank, credit card, and Stripe reconciliations • Categorization of revenue by product/tier • Founder draw tracking and expense reimbursements • Deferred revenue schedule management • Monthly reporting with investor-grade metrics • Cash burn and 12-month forecast • Quarterly board reporting available (add-on) 🔼 Back to TOC 6️⃣ Metrics & KPIs We Track • MRR / ARR (Monthly/Annual Recurring Revenue) • Churn and retention rates • CAC (Customer Acquisition Cost) and LTV (Lifetime Value) • Runway and cash burn • Active users, seats, or licenses • Revenue by product or plan • Contribution margin • Fundraising readiness metrics 🔼 Back to TOC 7️⃣ Tech Stack & Integrations • QuickBooks Online • Stripe, Chargebee, Recurly • Gusto, Deel, Rippling • Notion, Slack, ClickUp for dashboard delivery • Custom integrations available for platforms and internal tools 🔼 Back to TOC 8️⃣ See Our Tiered Services Plan Whether you're still building your MVP (Minimum Viable Product) or scaling past $3M ARR (Annual Recurring Revenue), our SaaS financial support scales with you. 🔼 Back to TOC 🚀 Ready to Discuss Your Needs? Whether you're optimizing food cost, preparing to scale, or just need clarity in your books — we’re here to help. 👉Click here to schedule your free strategy call with our CFO › 🔼 Back to TOC Schedule 7 6 8 Footer


