A Trusted Partner Since 2003
Services
Our Services
Strategic support to help you grow, adapt, and lead with confidence
Franklin Management delivers the financial leadership growing organizations need—without the complexity of managing it all in-house. From CFO level of services for small businesses to dependable accounting and forward-thinking advisory, our services are designed to simplify decision-making, strengthen operations, and set your business up for lasting success.
CFO Services
Strategic financial leadership without the full-time cost. Get expert guidance on budgeting, forecasting, and scaling your business.
Outsourced Accounting
Reliable accounting support tailored to your needs. From bookkeeping to financial reporting, we keep your numbers in check.
Advisory
Proactive business advisory to reduce risk and increase savings. Get insights on tax planning, budgeting, and financial decision-making.
CFO Services
Strategic financial leadership without the full-time cost
When your business needs more than bookkeeping but isn’t ready for a full-time CFO, we step in with high-level financial guidance tailored to your goals. Our part-time CFO services include:
- Cash flow forecasting and loan package preparation
- Budgeting and long-term financial planning
- Internal controls to reduce risk and prevent fraud
- Profit margin and revenue analysis
- Systems and workflow improvement
- Supervision and training of internal bookkeeping staff
- A trusted sounding board for business decisions
We help you see the big picture, make smarter moves, and stay financially agile as you grow.
Outsourced Accounting
Reliable reporting and clean books you can count on
We take the day-to-day accounting off your plate—so you can focus on running your business. Our outsourced accounting services include:
- Bookkeeping and bank reconciliations
- Accounts payable and receivable management
- Payroll coordination and sales tax reporting
- Financial statement preparation and reporting
- Year-end and quarterly close support
- QuickBooks and Xero setup, training, and troubleshooting
- Workflow optimization to reduce manual processes
Whether you need full-service support or help managing internal staff, we tailor our approach to fit your operations.
Advisory Services
Proactive planning for smarter financial decisions
Our advisory services go beyond compliance to help you plan, adapt, and grow with confidence. We offer:
- Tax planning and projections for individuals and businesses
- Entity selection and restructuring guidance
- Cash flow improvement strategies
- Financial performance reviews and KPI dashboards
- Strategic planning and budgeting (aka “profit plans”)
- Capital expenditure and project analysis
- Business consulting for growth, efficiency, and succession
This is where we help you turn numbers into insight—and insight into action.
Clients
10+ Years Clients
Books Managed
Years in Business
Contact Franklin Management Systems, Inc.
San Francisco Bay/Pleasanton
(925) 484-0620
1807H Santa Rita Road, Suite 225
Pleasanton, CA 94566
Boston
(617) 325-2600
675 VFW Parkway, Suite #180
Chestnut Hill, MA 02467
