Business Details
10 Years
experience
Cloud-Based Accounting & Business Systems Solutions
Rollforward Accounting was founded with a mission to transform how small businesses approach accounting and operational efficiency. With over 15 years of real-world experience as business owners and operators, our team understands the daily challenges faced by entrepreneurs. We specialize in integrating cloud-based technologies like Xero to automate financial processes, reduce administrative burdens, and provide actionable insights. Our services span payroll management, fractional CFO support, and customized cloud software implementation tailored to industries such as franchising, healthcare, and professional services. We prioritize creating systemic efficiencies that align with each client's unique needs, ensuring scalable growth and operational clarity.As certified professionals with extensive corporate and entrepreneurial backgrounds, we combine technical expertise with strategic business acumen. By focusing on long-term partnerships, we aim to be an extension of our clients' teams, offering continuous support and innovation. Our commitment to excellence is reflected in our client-centric approach, which has consistently delivered measurable improvements in financial visibility and operational efficiency. We believe that effective accounting should empower business owners to focus on growth, not paperwork. This philosophy drives every solution we implement.
Services
Payroll Processing
Xero Setup
Fractional CFO
Cloud Software
Bookkeeping
System Automation
Details
- Year established: 2016
Highlights and features
- Our team has over 15 years of experience as small business owners and operators.
- We specialize in Xero-certified accounting system implementations and integrations.
- We focus on industries like franchising, healthcare, and professional services.
- We provide 24/7 access to real-time financial data and reporting tools.
- Our approach combines CPA expertise with practical business operations knowledge.
What people say
Improved visibility
Better controls
Reduced costs
Automated processes
Passionate support
Services
Payroll Processing
We streamline payroll operations through integrated cloud solutions, connecting processing directly to your accounting system. Our services include direct deposit, tax filings, and employee portal access for paystubs and W-2s. Specialized tools like Deputy and ShiftPlanning help manage complex scheduling requirements while ensuring compliance with federal and state regulations.
Xero Setup
Our certified experts implement customized Xero accounting systems tailored to your business needs. Options include basic setup with live bank feeds or advanced configurations with data migration and online training. We ensure seamless transitions from legacy systems while optimizing chart of accounts and payment gateways for maximum efficiency.
Fractional CFO
This service provides strategic financial guidance through real-time dashboards and KPI tracking. We develop business plans, analyze financial performance, and create forecasting models while leveraging our operational experience across marketing, logistics, and HR to drive growth and operational improvements.
Cloud Software
We analyze existing processes to identify automation opportunities using cloud applications. Our implementation plans prioritize high-impact changes, integrate software with current platforms, and establish metrics-driven improvements that create efficient, interconnected business ecosystems tailored to specific operational needs.
Bookkeeping
Our outsourced bookkeeping includes perpetual reconciliation, paperless payables, and automated financial reporting. We provide monthly document storage subscriptions and continuous support while maintaining seamless integration with tax preparation through partner accountants and periodic software training sessions.
People
Jill Gayle
Principal
CPA with 25+ years of accounting experience, including 15+ years as small business owner. Founded Rollforward Accounting in 2016 to leverage cloud technology for business optimization.
Charles Gayle
Director of Sales & Marketing
16+ years business owner with expertise in retail operations and sales strategy. Scaled franchise operations with 40% growth and managed top-performing retail locations.
Questions
What accounting services do you offer?
We provide cloud-based bookkeeping, payroll processing, Xero software implementation, fractional CFO services, and business process automation tailored for small to mid-sized companies.
How does your Xero implementation work?
We offer Basic Setup with core integrations or Advanced Setup including data migration and custom workflows, ensuring your accounting system matches current and future business needs.
Can you help with payroll compliance?
Yes, we handle federal/state tax filings, W-2 processing, and employee reporting while keeping your books updated with payroll transactions in real time.
What industries do you serve?
We specialize in franchise operations, healthcare, professional services, retail, and property management but work with any business seeking technology-driven financial solutions.
How do you handle software training?
We provide comprehensive Xero training and ongoing support to ensure you can access and interpret financial data effectively for informed business decisions.
Do you offer CFO-level strategic support?
Our Fractional CFO service delivers financial dashboards, performance analysis, operational evaluations, and strategic planning guidance typically reserved for larger enterprises.
