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Prospera Outsourced Finance

Your Finance Team

Why invest in building an entire in-house finance department when you can access the expertise you need now? Prospera delivers CFO-level strategy, Controller precision, and dependable accounting tailored to your business.  Our comprehensive approach provides the insight, structure, and support to strengthen financial performance, improve decision-making, and position your business for sustainable growth.

Expert Accounting Support

 Staff Accountants — Seamless Daily Operations

Staff Accountants manage the details, ensuring your finances run smoothly and freeing you to focus on growth.

  • Handle accounts payable, receivable, and payroll 
  • Perform bank, credit card, and inventory reconciliations 
  • File sales taxes and support audits 
  • Prepare accurate month-end reports 
  • Support budgeting and forecasting processes


Fractional Controller — Reliable Financial Precision

Controllers deliver accurate, compliant financials, empowering you with insights and confidence.

  • Oversee daily accounting and team performance 
  • Analyze financial statements for actionable insights 
  • Ensure GAAP-compliant, audit-ready financials 
  • Manage treasury and cash flow with precision 
  • Streamline systems and controls for efficiency 
  • Coordinate audits and tax preparation seamlessly

Clear, Actionable Financials

 Fractional CFO — Connecting results to action

CFO's craft financial strategies that propel your business forward, aligning with your vision for sustainable growth.

  • Develop strategic plans and forecasts to drive growth 
  • Create budgets and scenarios to tackle uncertainty 
  • Optimize cash flow and capital for long-term success 
  • Boost margins through profitability analysis 
  • Navigate capital and debt management with expertise 
  • Provide board and investor-ready financial reports and meet with leadership to review and interpret results and provide guidance to enhance results

Streamlined Systems and Operations

 Integrated HR and Payroll — Streamlining operations

A unified HR and payroll platform that simplifies hiring, payroll, and benefits management, helping you attract, reward, and retain top talent with ease.   

  • Find and hire candidates right from your HR Platform
  • Standardize job descriptions to provide role clarity and accountability
  • Onboard employees easily and maintain compliant HR records 
  • Simplify payroll processing with direct integration to QuickBooks and benefits
  • Offer competitive benefits using cost-effective solutions for health insurance      and 401K
  • Automate quarterly reporting and tax filings to remain compliant

 

HR expertise on Demand — Support when you need it

Access professional HR guidance when you need it to navigate complex decisions and maintain compliant, people-focused operations. 

  • Policy and job description customizations
  • Performance management programs
  • Issue navigation and offboarding best practices

Financing to Fuel Growth

 Access to Captial - Funding to align with your needs

Through our partnership with ROK Financial, we bring access to capital through lending solutions beyond those of traditional banks.

  • Equipment Financing
  • Line of Credit
  • SBA 7A solutions


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Copyright © 2024 Prospera Financial, LLC - All Rights Reserved.


Prospera Financial is a separate entity providing insurance products and solutions, owned by Chad Heberly. These offerings include life insurance, annuities, and other safe money solutions designed to support your financial goals.


While Prospera Financial operates independently, Chad Heberly also owns Prospera Investment Advisors, a registered investment advisory firm providing fee-based financial planning and investment management services. This common ownership may create potential conflicts of interest when insurance products are recommended to clients of Prospera Investment Advisors. Insurance products offered through Prospera Financial may involve commission-based compensation, which differs from the fee-based structure of investment advisory services.


Prospera Financial is committed to ensuring that all recommendations are based on your individual financial goals, needs, and best interests. For more information about our services or to address any concerns about conflicts of interest, please contact us using the contact form.

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