Part-Time CFO Services

Why a Part-Time CFO is Critical for Your Small Business

In the early days of a business, an owner may find himself working diligently to handle all the daily activities including the bookkeeping and expense management or even outsourcing these activities to a small firm or an individual.

Learning all the various aspects of running a business, following legal guidelines, avoiding penalty letters from the numerous authorities to whom you now report, can become overwhelming.

At some point it will become unmanageable and more sophisticated help will become necessary.

Revenues will begin to grow yet cash flow will become tighter. Tax issues can suddenly begin to shift and become an item needing attention and minimizing.

The visionary owner finds less time to coach and grow the team.

At this point it is time to add some experienced hands.

How an Outsourced CFO Can Grow Your Business

An Outsourced CFO can become the Implementer and CEO’s right hand while keeping the cost structure flexible.

Embracing the CEO’s direction for the company, the CFO can help to create the roadmap for success, knowing where the landmines reside can save much time, energy and money by avoiding them.

Having a CFO is much different than having a CPA to talk with occasionally.

A CFO is on site and in the trenches working with the team, with investors, banks, crunching the numbers until the solutions float to the surface.

A CFO brings a passion for business, success and helping the CEO accomplish their dreams.

What's the Difference Between a CFO and a CPA?

IndependentNot independent
OffsiteOn site
Focus on advising business owners on running businessDirects financial goals, objectives, and strategies
General business management consultingGeneral business management
Focus on accounting systems and financial resultsFocus on business management, accounting practices, and
financial results
Reviews and recommends changes to policies, systems,
and processes
Manage and develop policies, system, and process
Meets with management monthly, quarterly, or annuallyWorks side-by-side with management
Business tax advice, planning, and preparation of tax returnsTax planning and general knowledge of taxes
Financial closing of books, including adjusting entriesFinancial closing of books, including adjusting entries
Financial statement preparation, including Accountant's
Generation of internal financial statements
Compiliation, Review, or Audit of financial recordsFinancial analysis and recommendations
Budgeting and forecastingBudgeting and forecasting
Business plansBusiness plans
Recommends accounting systems. Assists with setting up of
books and records.
Implements and maintains accounting systems.
Advises on risk managementManage risk
Assists in raising capitalExecutes capital raising strategies
Reviews legal documents and advises accordinglyManages legal contracts and activities
Reviews IT activities and advises accordinglyManages IT activities
Advises on environmental issuesManages environmental issues
Advises on quality assurance function and makes
Manages quality assurance function
Advises and trains accounting staffHires, manages, coaches, and trains accounting staff
Analyzes cash management and makes
Performs cash management
Inventory/cost analysisInventory/cost management and analysis
Advises on HR function and makes
Manages HR function
Fraud detection. Recommends internal controls.Implements internal controls to prevent theft
Advises start-up companiesHelps build infrastructure
Personal tax advice, planning, and preparation of
tax returns

Examples of the CFO Services We Provide

Starting with the End in Mind
Inventory Control
Team Building
Project Management
Accurate and timely financial statements
Tax Analysis
Project Management
Budgets and Cash Flow Statements
Bank Loans
Profit Maximization
Board Relationships
Entity Type Determination
Company Management
Legal Requirements
Personality Profiling for Success
Insurance Needs
Profit Margin Controls
Hiring and Firing
Turning Chaos Into Calm
Some of the Industries We Serve


Online Retail

Auto Dealerships

Professional Services



Non Profits








Charitable Foundations




Real Estate


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