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!