Business Details
Trusted Financial Advisory Services for Small Businesses
Cox & Riter is a financial planning and analysis firm specializing in providing fractional CFO and Controller services to small businesses. With over 40 years of experience in accounting and financial management, our founder Ken Cox & Riter, a licensed CPA, offers tailored financial strategies to help businesses optimize operations and achieve growth objectives. Our expertise spans financial modeling, budgeting, forecasting, and performance reporting, delivered through a client-centric approach that prioritizes transparency and actionable insights.We leverage advanced technology to serve clients across multiple states, combining deep industry knowledge with personalized advisory services. Our commitment to excellence is demonstrated through decades of experience working with over 100 companies, guiding businesses from $5M to $20M in revenue, and maintaining partnerships with leading accounting organizations.
Services
Financial Planning
Budget Analysis
Tax Advisory
Strategic Forecasting
Performance Reporting
Highlights and features
- We offer over 40 years of experience in accounting and financial advisory services.
- Our services are tailored to the specific needs of small businesses.
- We provide part-time CFO and Controller services at an affordable cost.
- Our expertise includes financial planning, budgeting, and strategic analysis.
- We work with businesses across multiple states using advanced technology.
Associations and certifications
- CPA
Services
Financial Planning
Our financial planning services analyze historical data to create strategic forecasts for business growth. We develop comprehensive budgets, cash flow projections, and financial models tailored to your business goals. With 40 years of experience, we help small businesses make data-driven decisions to optimize profitability and long-term sustainability.
Tax Advisory
We provide expert tax advisory services while focusing on strategic financial planning. Our approach ensures proper tax compliance while integrating tax considerations into broader financial strategies. We collaborate with your existing CPA to ensure comprehensive financial management that supports business growth and regulatory compliance.
Strategic Forecasting
Our strategic forecasting services use predictive analytics to help businesses anticipate market trends and financial outcomes. We create customized forecasting models that enable proactive decision-making, helping small businesses navigate growth phases, manage cash flow, and prepare for future challenges with confidence.
Performance Reporting
We deliver comprehensive performance reporting that transforms financial data into actionable insights. Our reports include key performance indicators, ratio analysis, and variance assessments that help business owners understand their financial position and make informed operational decisions.
Budget Analysis
Our budget analysis services help businesses create realistic financial plans and monitor performance against targets. We implement effective budgeting frameworks that support strategic goals while providing ongoing analysis to identify variances and optimize financial performance.
People
Ken Riter
Principal
Ken Cox & Riter is a licensed CPA with over 40 years of experience in accounting and financial management. He has served as controller and CFO for multiple companies, helping businesses grow from $5M to $20M in revenue. He specializes in providing fractional financial leadership to small businesses.
Questions
What financial services do you specialize in?
We specialize in financial planning and analysis, budgeting, forecasting, performance reporting, and strategic advisory services for small businesses.
What's the difference between a controller and CFO?
A controller focuses on historical financial reporting and compliance, while a CFO provides forward-looking strategic financial guidance and business planning.
Do you work with businesses outside Utah?
Yes, while based in Utah, we work with small businesses across multiple states using remote technology solutions.
What experience do you have with small businesses?
With over 40 years of experience and work with 100+ companies, we've helped numerous small businesses grow through effective financial strategies.
How are your services priced?
We offer tiered services from $750 to $3,000 monthly, depending on whether you need accounting manager, controller, or CFO-level support.
Can I get a free consultation?
Yes, we offer free initial consultations to discuss your business's specific financial needs and challenges.
