CFO Services

Do you have a growing business but lack the financial resources to hire that much needed full-time CFO?  Need that additional expertise to join your leadership team and partner with to form strategic alliances?  Hiring a part-time CFO could be what you are looking for.  This would allow you to obtain the benefits of an experienced financial professional with years of practical experience, at a fraction of the costs of a full-time position.

Why hire a part-time CFO

  • Lack of operational funds might be budgeted for a full time position

  • Replacing the departure or retirement of your existing CFO

  • Temporary replacements for vacation or extended leave of absences

  • Special projects

  • Complex financial issues

  • Additional expertise on your leadership team.

Our team of CFO’s are experienced in working with businesses of all sizes, industries, stages of growth, and have worldwide experience. When hiring one of our Part-Time CFO consultants not only do you get an experienced financial executive, but you get the support of the firm’s experts.

Experiences include

  • Taxation

  • Accounting

  • Overhead and burden rates

  • Auditing – Financial, IRS and State, Sales tax

  • Business valuations

  • Litigation and expert witness testimony

  • Bankruptcy

  • Forecasting and budgeting

  • Mergers and acquisitions

  • Strategic financial planning

Common activities we can perform

  • Federal and state taxation

  • Review and implementation of tax savings and strategies

  • All accounting operations and procedural oversight

  • Oversee forward-looking financial initiatives

  • Participate and provide guidance on current and long-range strategic business and financial planning

  • Provide assistance with bank financing and negotiations with bankers

  • Cash flow management and forecasting

  • Prepare, review, and document key internal control procedures and segregation of duties

  • Review internal financials, prepared according to Generally Accepted Accounting Principles, to improve timeliness, accuracy and the overall quality of the reporting.  Review key financial rations

  • Provide guidance for major accounting changes

  • Provide oversight on operational forecasts and budgets to project financials goals, departmental operations, employment requirements, and trend analysis.

  • Provide guidance on capital budgets for capital acquisitions and M&A.

  • Working with your current CPA firm for compliance requirements

    • Audits and financial statement preparations – Will not impair any independence issues with your current firm

    • Federal and state tax filings.

  • Participate in developing the key accounting department’s procedures for record keeping, documentation and communications

  • Participate in hiring, training, development, and management of accounting personnel

Industries

  • Business

  • Startup and existing entities

  • Manufacturing

  • Construction

  • Wholesale, retail, and distribution

  • Auto dealerships

  • Software

  • Real Estate

  • Professional corporations – Legal, medical, engineering

  • Transportation   

Contact us today to talk with one of our experts and discuss how we can help grow your company and achieve your goals.