Bookmark and Share

CFO Services

Growing businesses often reach a point where they need professional financial advice, but cannot afford a full-time CFO or controller. Or life circumstances occur and your CFO needs to take temporary leave. Whatever the situation, our Strategic Advisory Team provides you with a high level professional financial manager who works with you to help guide your business to success. 

Our CFO Services Provide:

  • 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 your 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 of 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