Professional Bookkeeping & Tax Services for Small Businesses
Get expert financial management without the overhead of a full-time employee. Cayden Financial Group brings 15+ years of experience serving 500+ small businesses across the United States.
Strategic Financial Leadership for Growth-Minded Organizations
Since 2007, Cayden Financial Group has specialized in providing strategic financial leadership to nonprofits and service-based businesses throughout the East Coast corridor.
We don't just process numbers, we deliver the insights and financial infrastructure that drive sustainable growth. Our focus is on fractional CFO and controller services for organizations that need sophisticated financial management without the cost of a full-time executive.
Fractional CFO & Controller Services
Financial Management Package
$2,000 - $3,500/month
Ideal for: Smaller organizations or businesses transitioning from basic bookkeeping to professional financial management
Monthly bookkeeping and reconciliation
Basic financial statements (P&L and Balance Sheet)
Quarterly financial review and budget tracking
Payroll processing coordination
Tax preparation coordination
QuickBooks setup and optimization
Controller Package
$4,000 - $6,500/month
Ideal for: Established organizations needing financial management and reporting but not full CFO-level strategy
Ideal for: Growing nonprofits with multiple funding sources, organizations managing $1M+ budgets, or businesses requiring strategic financial leadership
Complete financial oversight and strategic planning
Grant management and compliance (Ford Foundation, Howard Gilman Foundation, and other major funders)
Monthly financial reporting with executive summary and KPI dashboard
Board presentation materials and attendance at quarterly board meetings
Cash flow forecasting and budget development
Fund accounting and restricted revenue tracking
Annual audit preparation and liaison with external auditors
Policy development (financial controls, procurement, etc.)
Strategic advisory services (15-20 hours/month)
Nonprofit Specialty Services
As specialists in nonprofit financial management, we understand the unique challenges of grant compliance, restricted fund accounting, and board governance.
Grant Management & Compliance
Custom pricing based on grant complexity and volume
Grant budget development and proposal support
Restricted fund accounting and tracking
Quarterly and annual grant reporting
Compliance monitoring and documentation
Funder communication and relationship management
Board Financial Packages
Starting at $500/quarter
Executive financial summary with key metrics
Fund balance analysis by restriction
Program expense allocation
Budget vs. actual comparison
Professional presentation materials
Tax Preparation Services
Comprehensive tax preparation for individuals, businesses, and nonprofits. With 260+ returns prepared annually, we bring both expertise and efficiency to tax season.
Getting Started
Our onboarding process is designed to get you up and running quickly while establishing the foundation for long-term financial excellence.
Initial Consultation (Complimentary)
60-minute discovery session to understand your organization's needs, current financial infrastructure, and growth objectives. We'll provide a customized recommendation for the service package that best fits your situation.
Implementation Timeline
01
Week 1-2: System Setup
System setup, data gathering, and process documentation
02
Week 3: Initial Review
Initial financial review and baseline establishment
03
Week 4+: Service Delivery
Regular service delivery begins
Why Choose Cayden Financial Group
Choosing the right financial partner is crucial for your organization's success. Here’s why Cayden Financial Group stands out:
18+ years of experience since 2007
Deep expertise in nonprofit accounting and financial management
Proven track record managing major foundation grants (Ford Foundation, Howard Gilman Foundation)
Strategic focus on helping organizations grow, not just tracking numbers
Responsive service with direct access to senior-level expertise
East Coast corridor coverage serving organizations from Philadelphia to New York and beyond
Ready to Elevate Your Financial Management?
Let's start with a conversation about your needs and goals.