CFO Secrets: Your US Financial Partner 
Launching and supporting US operations from Israel—or managing a lean US team in the US—comes with unique financial and compliance challenges. That’s where we come in.

CFO Secrets is a boutique, bilingual (Hebrew/English) US financial services firm based in Israel. We specialize in bookkeeping, controller services, compliance support, and back-office operations for small and mid-size US companies, with a particular expertise in startups and companies with Israeli ties.

With deep expertise in both Israeli and U.S. accounting, tax, payroll, and labor regulations, we deliver unique value to organizations navigating cross-border complexity. Our team bridges operational gaps, enhances global coordination, and ensures your U.S. financials are clean, compliant, and ready to support confident decision-making.

What We Do
📘 Ongoing US Financial Operations
•	US GAAP-compliant bookkeeping and reporting
•	Financial statement consolidations & custom reporting
•	Payroll implementation and ongoing processing
•	Customer invoicing & collections
•	Management of bill payment workflows & corporate card programs
•	Day-to-day admin support (even that confusing insurance notice!)
•	Transfer pricing coordination

🧾 Tax & Compliance Coordination
•	Audit prep and hand-holding
•	Sales tax reporting support 
•	1099 reporting
•	Liaison with US tax CPA 

📈 Special Projects
•	Catch-up and cleanup work
•	Multi-year record reconstruction
•	QuickBooks training
•	Budgeting & business plans
•	Due diligence & M&A support
•	Targeted financial initiatives tailored to your unique business needs
Supported systems: QuickBooks Online, NetSuite, Priority Zoom (US), Xero, Zoho
 
Let’s Connect
Ready to talk?  To schedule a Zoom, please email us at info@cfosecrets.com

CFO Secrets Ltd.

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CFO Secrets Ltd.

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