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.

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