All the Benefits of a Full-Time CFO, at a Part-Time Price!

Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth. If you’re a business with sales between $1 – $20 million please talk to us.

BENEFITS

  • Peace of mind knowing an expert is overseeing the financial side of your business

  • More time to focus on your business growth

  • An enhanced understanding of the financial side of your business

  • Better cash management

  • Less aspect of the business to absorb your valuable time

  • Analysis of goals and objectives from both a business and personal aspect

  • Development and prioritization of goals

WHAT YOU’LL GET

  • An expert to help guide you through tough business decisions and to help you clarify your business plan.

  • A specialist who will train and manage your accounting staff.

  • Enhanced budget preparation and monitoring.

  • Profitability analysis per type of products and service lines your business offers.

  • Tips and strategies for saving on taxes.

  • Assistance in long-range planning.

  • Dedicated member of your team to interact with bankers, attorneys, vendors, etc.

  • Someone to review and negotiate everything from insurance policies to financing options and rates.

  • The development of accounting procedure manuals.

  • Implementation of collection advice policies and procedures.

  • Payroll processing and related tax preparation

  • Analysis of equipment purchases, expansion plans, mergers and acquisitions possibilities.

  • Review of investment portfolio with specific recommendations of active and passive strategies.

  • Portfolio review with investment performance calculated from an industry leader.

  • Monthly personal email on current strategy of your portfolio with quarterly performance reporting.

  • Analysis of current pension/401k plan.

  • Certified Cash Balance C with unique specialization.

Additionally, your dream team can consist of a Certified Public Accountant/Personal Financial Specialist, Certified Financial Planner (CFP®), Charted Financial Analyst (CFA) and more!