Empowering Small Businesses with Strategic Financial Insight

At Enderle, CPA PLLC, we go beyond traditional accounting to deliver proactive, high-impact financial support tailored to your business. Whether you're seeking expert tax planning, hands-on CFO services, or innovative AI and data solutions, we’re here to help you gain clarity, drive growth, and stay ahead. Our integrated approach helps pass-through entity owners, entrepreneurs, and closely held businesses make confident decisions with a trusted partner by their side.

CFO Services

Our fractional CFO services are built for small business owners who want more than just bookkeeping or year-end tax filings. We offer strategic financial leadership paired with proactive tax planning and compliance. From financial statements to forward-looking strategies, we help you see the full financial picture — and act on it.

Services Offered:

  • Monthly Services

    • Bank and credit card reconciliations

    • Monthly financial statement preparation and review

    • Cash flow tracking and projections

    • Scenario modeling (e.g., hiring, investments, pricing changes)

    • Budget-to-actual analysis

    • Monthly KPI monitoring and reporting

    • Owner compensation and distribution planning

  • Tax Planning & Compliance

    • Strategic annual and quarterly tax planning

    • Entity structure review and optimization

    • Preparation and filing of federal and state tax returns (e.g., 1065, 1120S)

    • Estimated tax payment tracking

    • Coordination with individual tax planning

  • Strategic CFO Support

    • Forecasting and long-term planning

    • Budget development and maintenance

    • Capital planning and financing support

    • Profitability analysis and margin optimization

    • Process improvement and system integration

    • Quarterly financial strategy sessions

AI Integration & Data Analytics

Data is one of the most powerful tools a business can leverage — no matter the size. We help small business owners turn raw data into real insights with tailored automation and analytics solutions. From streamlining manual processes to visualizing trends and performance, we guide you through using tools like Tableau, Alteryx, Power BI, and Excel to make smarter, faster decisions.

Services Offered:

  • Data Strategy & Automation

    • Identifying key metrics and reporting needs

    • Automating repetitive workflows

    • Integrating financial and operational systems

    • Data cleaning and transformation with Alteryx and Excel macros

  • Dashboarding & Reporting

    • Custom dashboards in Tableau, Power BI, and Excel

    • Real-time KPI and performance tracking

    • Visualization of trends, forecasts, and financial insights

  • Predictive & Scenario Analysis

    • Cash flow and revenue forecasting

    • Scenario modeling and what-if analysis

    • Profitability and expense trend analysis

  • Client Enablement & Ongoing Support

    • Training on tools and dashboards

    • Continuous improvement of reporting systems

    • Strategy sessions for scaling analytics as your business grows

Financial insight, meets intelligent action.