A La Carte CFO

 
20140301_Trade-151_0124-copy.jpg

We offer a service called A La Carte CFO to businesses. This involves our firm acting as an outsourced CFO.

We find that many businesses in our area are not large enough to need a full-time CFO but they need the services of one. In addition, we have clients whose CFO’s have limited capabilities so we are able to fill in the gaps in skills.

Our clients that utilize this service are looking for someone that not only understands the numbers of the business but can offer expert financial guidance to the owner.

Key Services

  • Prepare annual company budgets

  • Cash flow & budgeting analysis

  • Prepare financial statements

  • Tax planning & preparation

  • Review of best practices

  • Financing Assistance