{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/provencfo-com","markdownUrl":"https://nowen.ai/agents/provencfo-com.md","jsonUrl":"https://nowen.ai/agents/provencfo-com.json","name":"ProvenCFO","website":"https://provencfo.com","location":"Woods Cross, Utah, United States","address":{"city":"Woods Cross","state":"Utah","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T00:49:26.087Z","summary":"ProvenCFO provides financial operations and strategic guidance to owner-led businesses.","description":"ProvenCFO is a financial and advisory firm serving owner-led businesses. Its team provides bookkeeping, controller oversight, tax support, cash forecasting, and strategic financial guidance to help business leaders understand their numbers and make informed decisions.","mission":"Business leaders should not have to make a financial decision alone.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Fractional CFO Services","agentCount":33,"indexable":true,"url":"https://nowen.ai/category/fractional-cfo-services"},"aiReaderFamilies":["Perplexity"],"products":[{"name":"Fractional CFO services","anchor":"product-fractional-cfo-services","type":"Service","url":"https://provencfo.com/services/fractional-cfo/","summary":"Bring bookkeeping, financial oversight, and CFO guidance together to understand performance, plan cash and growth, and prepare for financing or transactions.","description":"ProvenCFO provides a connected finance service for owner-led companies, combining bookkeeping, fractional controller oversight, and CFO support. Bookkeeping includes weekly transaction coding, monthly reconciliations and close, financial statements, aging reports, tax filings, and connected accounting tools. Controller services add close review and sign-off, KPI and budget reporting, financial commentary, stakeholder packages, and monthly reviews. CFO support includes cash and scenario forecasting, financial intelligence sessions, written recommendations, budgeting, leadership participation, lender and investor reporting, and exit and due diligence preparation. Transaction readiness work can include reconciled records and schedules, financial models, Quality of Earnings preparation, buy-side financial reviews, data room organization, stakeholder reporting, and post-close cash forecasting.","pricing":{},"features":[{"name":"Weekly transaction coding","value":"Keep Books Current Every Week","valueDescription":"Weekly coding keeps the ledger current throughout the month rather than relying on a monthly reconstruction."},{"name":"Monthly account reconciliation and close","value":"Close And Review Books On Schedule","valueDescription":"Regular reconciliations, a defined close schedule, and controller review provide a timely and checked record of financial activity."},{"name":"Diligence-ready financial records","value":"Prepare Verifiable Financial Records","valueDescription":"Provide reconciled financial records and schedules that readers can check against the underlying ledger, helping diligence move forward with fewer unresolved questions."},{"name":"Monthly financial reporting","value":"Understand Results With Monthly Reporting","valueDescription":"Review core financial statements, relevant KPIs, and written commentary together in a monthly package designed to make company performance easier to understand."},{"name":"13-week cash forecasting","value":"Anticipate Cash Needs And Timing","valueDescription":"Use a forward-looking weekly view to identify cash low points and plan decisions. Forecasting can also map the first quarter after a transaction or financing."},{"name":"Written strategic recommendations","value":"Make Decisions With Written Guidance","valueDescription":"Receive a documented recommendation that lays out the decision, relevant numbers, and the CFO’s rationale."},{"name":"Scenario forecasting and financial modeling","value":"Compare Financial Scenarios","valueDescription":"Assess potential decisions using models grounded in actual financial history, including base and stress cases for hiring, proceeds, and runway."},{"name":"Buy-side financial review","value":"Assess Target Financials","valueDescription":"Examine key financial considerations in a target’s books to help buyers understand revenue quality, customer concentration, working capital, and debt-like items."},{"name":"Accounts receivable and payable aging reports","value":"Track Receivables And Payables","valueDescription":"See outstanding customer balances and upcoming payables, including items that have remained open for more than 60 days."},{"name":"Named bookkeeping team and controller review","value":"Get A Reviewed Close","valueDescription":"A designated bookkeeper handles day-to-day work while a controller reviews each close before it reaches the client."},{"name":"Budgeting and variance reporting","value":"Compare Results Against Budgets","valueDescription":"Compare actual results against budget by relevant business area, build an annual budget with the controller, and review or update it during the year."},{"name":"Financial stakeholder packages and reporting","value":"Prepare Reports For Financial Stakeholders","valueDescription":"Respond to stakeholder requests with financial statements, schedules, calculations, and reporting assembled in the formats requested by lenders, investors, banks, bonding companies, or buyers."},{"name":"Monthly financial review sessions","value":"Review Financials With Your Finance Team","valueDescription":"Use a regular meeting or recorded walkthrough to discuss financial results and upcoming choices with the controller or CFO."},{"name":"Exit and due diligence preparation","value":"Prepare Financials For A Transaction","valueDescription":"Prepare financial records and supporting materials for an exit, financing, investment, acquisition, or diligence process, including Quality of Earnings preparation."},{"name":"Data room preparation","value":"Organize Current Deal Documents","valueDescription":"Keep transaction documentation organized and current in a central location so the team can respond to requests."},{"name":"Sales tax filings and 1099s","value":"File Sales Tax And 1099s","valueDescription":"Keep due sales tax filings and 1099s moving through the bookkeeping process, with confirmations of completed filings."},{"name":"Connected accounting systems","value":"Connect Tools To Your Ledger","valueDescription":"Use the client’s QuickBooks Online or Xero file with connected tools for bills, expenses, and payroll, while keeping bookkeeping in the client’s ledger."},{"name":"KPI tracking and trend reporting","value":"Track Key Indicators And Trends","valueDescription":"Monitor selected KPIs over time, identify flagged results, and review historical trends. Higher CFO tiers add benchmarks."},{"name":"Leadership meeting participation","value":"Bring CFO Support Into Key Meetings","valueDescription":"Include a CFO in selected leadership meetings and, as needed, bank, investor, or board conversations."},{"name":"Quarterly business reviews","value":"Review Business Progress Quarterly","valueDescription":"Use a structured quarterly review to assess business progress and financial performance."},{"name":"Tiered monthly engagement","value":"Choose CFO Support By Business Needs","valueDescription":"Select a published tier based on the level of forecasting, reporting, and decision support needed. Monthly services are month to month."},{"name":"American controller point of contact","value":"Work With An American Controller","valueDescription":"Work with an American controller who reviews the close and serves as the client’s point of contact."},{"name":"Business-day email support","value":"Get Answers Within 24 Business Hours","valueDescription":"Email questions receive a response within 24 business hours."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},{"name":"Tax services","anchor":"product-tax-services","type":"Service","url":"https://provencfo.com/services/tax/","summary":"Coordinate business and owner tax filings, estimates, planning, and sales tax compliance with the books your team already trusts.","description":"ProvenCFO coordinates business and owner tax returns, prepared and signed by licensed CPAs using the books its team closes. Services include quarterly estimated payments based on current books, a fourth-quarter planning call, multistate sales tax support, 1099 filings, and responses to tax notices. Returns are quoted per return at a fixed price before work begins. Tax-only engagements are considered case by case.","pricing":{},"features":[{"name":"Business tax return preparation","value":"File Business Returns With Licensed CPA Support","valueDescription":"Business returns are prepared and signed by licensed CPAs who work alongside the ProvenCFO team."},{"name":"Tax return preparation from closed books","value":"Prepare Returns From A Closed Ledger","valueDescription":"Licensed CPAs work from the same books ProvenCFO closes, avoiding a handoff between the bookkeeper and return preparer."},{"name":"Multistate sales tax compliance","value":"Manage Multistate Sales Tax Requirements","valueDescription":"Support includes reviewing nexus, setting up registrations, filing sales tax returns, and handling notices across states."},{"name":"Owner tax return preparation","value":"Coordinate Owner Returns With Business Filings","valueDescription":"Annual personal returns are coordinated with the business return, helping keep both filings connected."},{"name":"Quarterly estimated payments","value":"Calculate Quarterly Estimates From Current Books","valueDescription":"Base estimates on current financial information and receive reminders about payments."},{"name":"Year-end tax planning","value":"Plan Entity, Compensation, And Timing Decisions","valueDescription":"Use the fourth-quarter planning call to address entity structure, compensation, equipment, and timing decisions."},{"name":"Tax notice response","value":"Respond To Tax Notices And Correspondence","valueDescription":"When notices or correspondence arrive, the team responds and keeps the client copied."},{"name":"1099 filing","value":"File 1099s And Provide Confirmations","valueDescription":"Handle 1099 filings when due and provide confirmations."}]},{"name":"Catch-up and cleanup","anchor":"product-catch-up-and-cleanup","type":"Service","url":"https://provencfo.com/services/cleanup/","summary":"Restore confidence in overdue or unreliable books with reconciled accounts, documented corrections, and balances tied to the last filed tax return.","description":"ProvenCFO’s catch-up and cleanup service brings overdue or unreliable QuickBooks Online or Xero books current. The project includes a file review and written fixed-price scope, a rebuilt chart of accounts, reconciliation of every open month, correction of miscodings and duplicates, and opening balances tied to the last filed tax return. Changes are logged so a CPA can follow the work. The service is priced as a fixed project, starting at $500, with scope and timeline based on the condition of the books. Clients can transition to weekly bookkeeping or keep the books themselves after cleanup.","pricing":{},"features":[{"name":"Open-month reconciliation","value":"Reconcile Every Open Month","valueDescription":"Bring outstanding periods up to date and establish support for account balances so the books can be relied on by the owner, CPA, or bank."},{"name":"Prior-year balance tie-out","value":"Tie Opening Balances To The Filed Return","valueDescription":"Connect cleaned-up books to the last filed return so a CPA can follow the opening balances and use the file."},{"name":"File review and fixed scope","value":"Get A Fixed Quote Before Work Begins","valueDescription":"Understand the proposed work and price in advance, with scope changes raised before additional work proceeds."},{"name":"Chart of accounts rebuild","value":"Make Financial Reports More Meaningful","valueDescription":"A rebuilt chart of accounts creates a clearer structure for subsequent reporting, with project, class, or location tracking where it matters."},{"name":"Transaction correction","value":"Correct Errors And Duplicate Entries","valueDescription":"Resolve common bookkeeping problems that can distort financial statements and make account balances difficult to trust."},{"name":"Bookkeeping handoff","value":"Keep Books Current After Cleanup","valueDescription":"A handoff to weekly bookkeeping establishes a recurring process to help prevent the file from falling behind again; ongoing bookkeeping is optional."},{"name":"Cleanup change log","value":"Give Reviewers A Clear Audit Trail","valueDescription":"Documented changes make it easier for a CPA, lender, or buyer to understand what was adjusted during cleanup."},{"name":"QuickBooks and Xero support","value":"Clean Up QuickBooks Or Xero Books","valueDescription":"Use the cleanup service with QuickBooks Online or Xero, with migration between systems available when needed."},{"name":"New-file assessment","value":"Choose A Clean Starting File When Appropriate","valueDescription":"For severely disorganized files, the review can identify when starting a new file is more appropriate than continuing to repair the existing one."}]},{"name":"Accounts payable services","anchor":"product-accounts-payable-services","type":"Service","url":"https://provencfo.com/pricing/","summary":"Streamline bill entry, approvals, and payment runs while reducing the owner’s involvement in routine accounts payable.","description":"ProvenCFO provides accounts payable support as an add-on, including bill entry, approvals, and payment runs in BILL or Ramp. The workflow can be set up so approvals and bill pay run without the owner in the middle. Pricing starts at $150 per month and scales by bill count.","pricing":{},"features":[{"name":"Payment approvals","value":"Route Bills For Approval","valueDescription":"Route bills for authorization with workflows configured to reduce the owner’s involvement."},{"name":"Payment runs","value":"Run Payments Through BILL Or Ramp","valueDescription":"Prepare and run bill payments through BILL or Ramp as part of the accounts payable workflow."},{"name":"Bill entry","value":"Enter Bills In BILL Or Ramp","valueDescription":"Have bills entered in BILL or Ramp as part of the accounts payable workflow."}]},{"name":"Payroll processing","anchor":"product-payroll-processing","type":"Service","url":"https://provencfo.com/pricing/","summary":"Have payroll processed through Gusto or your PEO, with pricing scaled to your headcount and states.","description":"ProvenCFO offers payroll processing as an add-on through Gusto or the client’s PEO. Pricing starts at $150 per month and scales with headcount and the number of states. For public work, ProvenCFO also supports certified payroll reporting through Gusto or a PEO.","pricing":{},"features":[{"name":"Payroll processing","value":"Process Payroll Through Gusto Or Your PEO","valueDescription":"Use Gusto or your existing PEO for payroll processing, with pricing based on headcount and the states in which payroll is handled."},{"name":"Certified payroll reporting support","value":"Support Certified Payroll Reporting","valueDescription":"Get support for certified payroll reporting on public work through Gusto or your PEO."},{"name":"Prevailing wage classification tracking","value":"Track Prevailing Wage Classifications","valueDescription":"Keep prevailing wage classifications tracked in job costing for construction work."}]},{"name":"Accounting software setup and implementation","anchor":"product-accounting-software-setup-and-implementation","type":"Service","url":"https://provencfo.com/pricing/","summary":"Set up accounting and finance software to support organized records, approval workflows, payroll configuration, and connected systems.","description":"ProvenCFO provides fixed-price setup and implementation projects for accounting and finance software. QuickBooks Online setup includes the chart of accounts, classes or projects, bank feeds, and users. BILL implementation includes an approval workflow, vendor setup, and synchronization; Gusto implementation covers employees, contractors, states, and benefits mapping. ProvenCFO works with QuickBooks Online and Xero and has migrated clients between them and from Wave into QuickBooks.","pricing":{},"features":[{"name":"QuickBooks Online setup","value":"Configure The Accounting Ledger","valueDescription":"Set up the chart of accounts, classes or projects, bank feeds, and users in QuickBooks Online."},{"name":"BILL implementation","value":"Set Up Bill Approval Workflows","valueDescription":"Configure an approval workflow, set up vendors, and connect synchronization as part of BILL implementation."},{"name":"Gusto implementation","value":"Configure Payroll And Benefits","valueDescription":"Set up employees and contractors and map states and benefits as part of Gusto implementation."},{"name":"Accounting software migration","value":"Move Between Accounting Platforms","valueDescription":"Move between QuickBooks Online and Xero or from Wave into QuickBooks."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://provencfo.com","text":"ProvenCFO"},{"url":"https://provencfo.com/services/fractional-cfo/","text":"Fractional CFO services"},{"url":"https://provencfo.com/services/tax/","text":"Tax services"},{"url":"https://provencfo.com/services/cleanup/","text":"Catch-up and cleanup"},{"url":"https://provencfo.com/pricing/","text":"Accounts payable services"}]}