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Remote Financial Services
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About Us

The finance team behind 40+ growing businesses

We built RFS for operators who need senior bookkeeping, monthly close, and CFO advisory without the cost and hassle of an in-house department. We go deepest with capital-raising founders, property managers, and construction firms.

Our Mission

Finance off your plate, so you can run the business

Running a business is already a full-time job. Hiring, retention, competition, thin margins, customer support. Adding "build and manage an in-house finance team" to that list overwhelms most operators.

We take that burden completely off your hands. Senior US-led teams plugged into your existing stack. Same quality you would get from an internal department, none of the headcount, benefits, or management overhead.

Clean books. Sound forecasts. Real numbers you can make decisions with. That is what we deliver, every month, on schedule.

Remote Financial Services team, bookkeeping and CFO advisory specialists
Specialties

Where we go deepest

Three verticals where our team has built repeatable playbooks and named client references.

Case Study 01

Capital Advisory

Closed a private growth-capital investment for a digital media business with financial modeling, valuation, and direct investor diligence support.

See the case study
Case Study 02

Property Management

Built rent, deposit, and CAM reconciliation for Rosano Property Management across apartment, commercial, and retail assets without breaking the cost base.

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Case Study 03

Construction

Provided rapid staffing on a scaling construction business, running contractor payment operations, bank loan draws, and a downstream cost-overrun audit.

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Case Study 04

Logistics

Implemented robust financial controls and compliance support for a rapidly expanding logistics company.

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Case Study 05

EdTech

Took over accounting and bookkeeping for a New York EdTech startup managing institutional contracts, subscriptions, cash flow, and tax compliance.

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Case Study 06

Manufacturing

Standardized multi-currency accounting, receivables tracking, export documentation, and product costing for a Miami manufacturer and exporter.

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Case Study 07

E-commerce

Improved inventory cost tracking, multichannel revenue reporting, sales tax compliance, and forecasting for a Texas e-commerce business.

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Case Study 08

Fintech

Built an investor-ready finance backbone for a San Francisco fintech startup handling digital lending, payments, compliance, and fundraising metrics.

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Case Study 09

Real Estate

Turned disorganized real estate accounting records into structured reporting, automated workflows, and financing-ready statements.

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Case Study 10

Healthcare

Streamlined accounting operations, compliance records, cash-flow visibility, and supplier tracking for a US healthcare and pharmaceutical company.

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Case Study 11

Hospitality

Replaced inconsistent bookkeeping with automated accounting, location-level categorization, and financing-ready reports for a multi-location restaurant group.

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Case Study 12

Construction

Cleaned up construction accounting, automated financial processes, and improved project profitability visibility for a mid-sized construction company.

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Case Study 13

Technology

Structured accounting, reconciliation, automation, and reporting for a fast-growing B2B SaaS company.

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Case Study 14

Financial Services

Cleaned up Wave accounting records and established ongoing bookkeeping, statement preparation, and financial operations support for Safe Harbour.

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Case Study 15

Real Estate

Audited construction costs for an affordable housing developer with 5,000+ units built, using an offshore accounting team and project-management expertise.

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Case Study 16

Financial Services

Resolved financial-statement discrepancies against bank records and rebuilt investor-facing materials for an early-stage company preparing a raise.

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Case Study 17

Cleaning Services

Built financial oversight and analysis for a newly purchased home-cleaning franchise, clarifying profitability and return on capital.

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Case Study 18

Real Estate

Provided flexible accounting and property-management staffing for Rosano Property Management as its commercial real estate portfolio grew.

See the case study
Founders

Leadership team

The founders running point on every engagement.

Max Berger

Co-Founder, Financial Controller

Max leads the bookkeeping and controller side of the firm. He has spent more than a decade running day-to-day accounting operations, setting up clean charts of accounts, and connecting tools like QuickBooks and NetSuite so the books stay accurate and close on time, every month.

Joe El Rady

Co-Founder, Valuation Expert

Joe leads our financial modeling and CFO advisory work. He builds the forecasts, valuations, and models that support fundraising rounds and board conversations, and helps owners turn their numbers into clear decisions about cash, pricing, and growth.

Company Facts

The basics, in one place

A quick snapshot of who we are and how we work.

Founders

Max Berger and Joe El Rady

How we work

A fully remote team, no central office, with senior US-led oversight

Who we serve

US small and midsize businesses, from startups to established operators

Where we go deepest

Capital advisory, property management, and construction

What we do

Bookkeeping, monthly close and reporting, accounting-stack integration, and Remote CFO advisory

Hours

Monday to Friday, 9am to 6pm ET

FAQ

Common questions

Why should I outsource my finance work to Remote Financial Services?

Hiring an internal bookkeeping or finance team comes with salary, benefits, software, and training overhead. Outsourcing to Remote Financial Services gives you the same senior-led work at a fraction of the cost, and you can scale up or down as your business changes. Engagements start at $25 per hour with no long-term lock-in.

Are there monthly retainer packages?

Yes. We offer three tiers: hourly engagements ($25/hour for defined-scope work), fixed monthly retainers for ongoing bookkeeping and month-end close, and a custom Done-For-You Finance engagement that bundles bookkeeping, monthly close, and Remote CFO advisory. See the Pricing page for details.

Do you provide all types of financial management services?

We focus on the work most growing businesses need: accrual-basis bookkeeping, monthly close and financial reporting, accounting-stack integration (QuickBooks, NetSuite, Sage, Yardi, Gusto, Bill.com), and Remote CFO advisory including forecasting, board reporting, and capital-raise diligence. We have particular depth in capital advisory, property management, and construction.