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CFO & Bookkeeping

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We are passionate about growing businesses and know financial needs in a growing business can vary widely depending on your industry, size of business and life-stage. You need professional financial advice just like any large enterprise, but often can't afford a full-time, seasoned CFO or controller. 

We know how to identify the key issues, prioritize them for you and achieve measurable results.

That’s where we come in. Our CFO services are tailored to meet the specific needs and life stage of your business and will fit your budget.

We know how to identify the key issues, prioritize them for you and achieve measurable results to move your business along the path to growth and improved profitability. We work in an integrated way with your executive team providing guidance and advice while also rolling up our sleeves and getting involved.

With our CFO services you can expect more time to focus on new services, new customers and other core business issues; better understanding of the financial side of your business so you have less surprises and more control over the money; improved decision-making capabilities from clearly seeing the hard and true numbers of your business; a readily available sounding board to help you with those tough business decisions and help you clarify your business plans; the comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.

Whether you need improved quality and timeliness of financial information, help defining a long-range plan and path to improved profitability, or assistance in obtaining financing from banks we have the experience and expertise to assist you in achieving these goals.

Solutions we provide:

  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by customer, industry and service or product line.
  • Trend analysis.
  • Breakeven analysis.
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Training, development and management of your accounting staff.
  • Designing and establishing strong financial controls in your business to protect assets and increase profits.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions, etc.
  • Review/negotiation of insurance policies.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Mergers and acquisitions assistance

If you'd like to learn more about our CFO Services please complete this form to get a free consultation.

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We believe in you.

Do you have big ideas, and even bigger dreams? We're here to help make those dreams a reality. We provide you with peace-of-mind, knowing that an expert has your back. We are in your corner for the victories, setbacks, and every step of the way.

You believe in your business, and so do we. Let's take it from entrepreneur to Enterprise.