We provide Chief Financial Officer (CFO) services to companies on an interim, part-time, and long-term basis. At one point businesses outgrow the bookkeeper role and need to view the financials of the company in a more strategic sense. Our CFOs provide the strategy and forward looking planning that companies require. All businesses reach this point, many times the owner’s don’t realize it. Having a CFO can jump start a company’s growth and improve net income.
Our goals are to increase the efficiency of your financial operations, reduce overall expenses, increase net profit, increase cash flow, improved liquidity, and help manage your banking and investor relationships.We help our clients create value through strategic planning and increasing financial efficiency.
We work with you to determine exactly what your needs are and assure you get services to meet them. Please call us at (877) 797-7948 to discuss your business’ needs.
Ongoing Services:
- Bookkeeper and accountant direction
- Tax planning and strategies
- Management information analysis
- Accounting systems and controls
- Strategic Planning and forecasting
- Financial reporting and analysis
- Profit improvement
- Cash flow planning and analysis
- Bank reconciliations
- Accounts payable and accounts receivable
- Point-of-sale software and support
- QuickBooks accounting software training and support
- Liaison with outside CPA, attorneys, bankers and other consultants
Advisory or Project-Based Work:
- Financial Modeling
- Mergers and acquisitions
- Due diligence
- Management coaching
- Retirement planning
- Financial planning
- Business planning
- Software functionality review
- Third-party software integration
- Government compliance
- Employee compensation and incentive plan
- Exit strategy
- Raising capital
- Risk management