CFO Services

Growing businesses need professional financial advice but often cannot afford the cost of a CFO or Controller. With the cost of a CFO or Controller being $60,000 or more for a small business, your solution could be one of our former CFO/Controller consultants.

Assignments can be interim or ongoing. Here is what we offer:

  • Training and managing the accounting staff
  • Monthly/Quarterly Financial Statement preparation and review – get a better understanding of your business.
  • Profitability analysis by product or service.
  • Budgeting and Planning –
  • Business Plan preparation/review
  • Review procedures and internal controls – protect assets and prevent employee theft.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks
  • Review/negotiation of insurance policies.
  • Monitoring of Accounts Receivable and collection activity