FOGEL CFO
Outsourced
Finance
Department
Financial services that flex with you
Whether you’re just starting out or scaling up, we build a financial services package that fits your size, stage, and evolving needs. Our role flexes with you – from full-on financial leadership to behind-the-scenes support – so you get exactly the help you need, at the level you need it, right when it counts.
Financial precision meets personal integrity
Our clients often hand us the keys to their business because they know we’ll treat it like our own. We earn that trust through transparency, integrity, and real relationships… and we work hard to keep it. Numbers matter, but people matter more. That’s why our first priority is being a partner you can count on, in every sense of the word.
Leverage the work you have to do for the work you want to do.
01
Professional Bookkeeping
Ensure you’re compliant
- Bookkeeping
- Payroll
- Pensions
- Government Reporting
We take care of all your fundamental ongoing and yearly accounting tasks, such as reporting payroll and income to Israeli government bureaus including the tax authority, managing and reporting VAT, salary, producing material for the and end-of-year audited reports, liaising with your account, bookkeeping, payroll, and e-filing pensions – all while communicating directly with the relevant parties/employees and keeping everyone updated and cohesive… so you don’t have to.
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02
Customer-Oriented Collections
Secure all outstanding payments
- Creation and tracking of client billing
- Invoicing
- Collections
- Client onboarding
- Accounts receivable process
This service focuses on the logistical tasks you need to keep your organization running smoothly. Primary services include coordinating and submitting requests to both retainer and project-based clients, full billing software management, issuance of all tax documentation, monitoring client payments, and professionally and politely – yet persistently – ensuring collections
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03
Fundamental Operations
Scale with support
- Accounts payable
- Bookkeeping support
- Employee support
- Drafts
- Government grants
- Commissions
- Bank account oversight
With this service, we cover the tasks that you’d assign to an in-house finance administrator, such as vendor vetting and onboarding, supplier communication, and ensuring that outgoing payments are made on time, every time. This also covers all forms of employee support, including onboarding, sick days, vacation, and any other salary issue your employees can think of. We coordinate tax documentation and labeling of all your organization’s income and expenses so end-of-year reporting is seamless.
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04
Expert Controller Services
Track every shekel and dollar
- Tactical cash flow management
- Account signatory services
- Income and payment planning
- Financial processes
- Bookkeeping-based income/expense reports
This service is the equivalent to retaining an in-house Controller, meaning that we track every shekel (and your dollars and euros, too) from the moment they hit your account. We coordinate and upload all outgoing transfers and payments of salaries, vendors, and reimbursements, closely follow credits and debits into accounts, and can even join your organization’s bank account as an authorized signatory to ease communication and execution. We’ll advise and lead you in the decision-making process around vendor payments, negotiations, and client contracts. Reviewing and implementing your financial procedures and workflow is also a part of this service.
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05
Strategic CFO: Planning, Optimization and Guidance
Think 6 steps ahead, or better yet, we’ll do it for you
- Strategy & advisory services
- Budgeting
- Long-term forecasting & cash planning
- Financial goal setting
- Profit/cost analysis
- Advanced reporting & dashboards
- Project management in HR, legal, and tax
Offering professional financial strategy, guidance and advisory services at the executive level, we function as your company’s CFO + finance department, replete with leadership and partnership. We can plan and oversee long term cash flow strategy and implementation, develop a budget that accounts for growth, cash, and projected needs, create income and expense reports for internal tracking and strategy, set goals, track success, and analyze results for various teams and milestones. In addition, we take on an advisory role and serve as a single point of contact for financial, tax, and legal providers, holding accountability for holistic strategy, project management, and communication, so your business never drops a ball.
For those who require less involvement but still want access to our experience and expertise, we offer a CFO-Light package.
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Looking for a service that’s not listed here? Need a combination of these solutions?
We’d love to hear how we can help, and are happy to create a unique proposal specifically for your organization.
