CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller.

If you’re fortunate enough to be in this position, then we have the perfect solution for you. 

Our Part-Time CFO services provide you with experienced support at a small fraction of the cost of a full-time CFO.

Here’s what you get with our Part-Time CFO services:

  • More time to focus on new services, new customers and other core business issues
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits
  • Training and managing your accounting staff
  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring
  • Profitability analysis by service or product line
  • Tax saving strategies
  • Trend analysis
  • Assistance in defining long-range plans and the quantification of goals
  • Cash management
  • Liaison with bankers, attorneys, vendors, insurance agents, etc
  • Assistance in obtaining financing from banks, including assistance with negotiations
  • Review/negotiation of insurance policies
  • Development of company accounting procedure manuals
  • Analysis of equipment purchases, expansions, etc
  • Mergers and acquisitions assistance
  • Custom designed collection policies and procedures

Consultation

For a consultation, please click the button for our contact information or fill out the contact form below.

Contact us

We are licensed in the following states*:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Missouri
  • Montana
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

*Should you need services in a state not listed, please contact us for more information.

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