CFO & Accounting Services

Our service packages are tailored to meet the needs of 6-7 figure businesses, which require CFO level strategy and reporting, to small starts ups that need simple quarterly reporting. 

At Putnam and Company, our focus is on keeping your business, large or small,  profitable. It’s our belief that your business should support your lifestyle and goals. We work behind the scenes to support your business using our proven systems that have been developed with 42 years of experience and dedication.

You can trust that we will take the stress out of your businesses’ financial systems by making your financial position easy to understand, and providing timely and accurate reports.

Stop stressing over your business’s financials today, we’re just a phone call away.

ServicesBusiness Lite
(Compliance)
Business Advantage
(Insight)
Business Advantage-Pro
(Profit & Growth)
Ideal for:Business Generating
50K in profits
Low to mid 6 figure
businesses
Rapidly growing 6-7 figure
businesses
Annual Tax Preparation
Quarterly Tax Estimates
Tax Planning
Bookkeeping
Financial Statements
Budget and Forecasting
Cash Flow Analysis
Accounts Receivable
Accounts Payable
Quarterly Payroll Reports
Payroll & Payroll Advisory
1:1 CFO Meeting