CFO Services
Our CFO Service may be a perfect fit for you if:
* you’re a growing service-based business that now needs professional financial advice but can’t yet afford a full-
time CFO or controller.
* you’re an existing business that’s looking to replace an existing CFO and don’t need an on-site CFO on a daily
basis.
As businesses expand and become more dynamic, the need for a senior-level financial expert becomes critical. Companies are faced with more complex financial decisions and can benefit from senior-level expertise to help them navigate the path to achieving their strategic growth objective. Businesses striving to maximize their growth potential require an experienced professional to take charge of functions such as financial forecasting, budgeting, and scenario planning; but hiring a full-time Chief Financial Officer often come with a prohibitive cost.
We offer small and medium-sized business owners access to a CFO, CPA, and Accounting specialists that work together to provide business advisory on an as-needed basis. A sounding board whenever you need it, we provide personalized, part-time CFO services that can be tailored to your unique business needs.
For example, are you aware of your business break-even point; what service or product in your business is the most profitable; are you prepared to raise money or apply for bank financing; do you need help establishing and maintaining a budget; has anyone evaluated or trained your staff to operate more efficiently; has anyone provided input to reduce or restructure your operating costs; are your taxes too high … does the IRS owe you money;
My background includes over thirty years in public accounting, including national accounting firm experience. Let’s talk today to see if we can work out a customized financial strategy to meet your needs.
