CFO Consulting

CFO Consulting Services

A CFO Consultant is responsible for managing the financial risks and financial management of the company they’re hired to serve. It can be the perfect solution for the owner of a small business.

When your business isn’t large enough to have a C-Suite, you can still benefit from having a CFO on your team–without all the overhead–by partnering with a firm like ours for CFO Consulting Services.

CFO consulting

Give us a call today to find out how we can provide peace of mind for your:


Part-Time CFO Services

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller. Benefit from the experienced support of a professional financial manager at a fraction of the cost.

cash flow

Cash Flow Management

A cash crisis can be emotionally devastating and it can even kill your business. Our cash management service allows you to be prepared to meet cash flow needs when they occur.

bank financing

Bank Financing

Your business needs money to grow, so you need to put your best foot forward when applying for that loan. With our experience and know-how, we can help you prepare a loan proposal that will help you win the capital you need.


Strategic Business Planning

A strategic business plan helps you clarify your company’s direction—as well as helps you obtain financing. We can help you build one that drives your business to the level of success you deserve.


Succession Planning

With more than 7 out of 10 family-owned businesses failing to survive the transition from 1st to 2nd generation, succession planning should be a priority for any family business. We’ve been down this road and can help you plot a good course.

new business formation

New Business Formation

When starting a new business, it’s easy to get distracted by the excitement of it all—but if you want a business that lasts, you need to be sure that certain fundamentals are in place before you flip over the ‘Open’ sign. We can help you start with a solid foundation so that your new business thrives.

internal controls

Internal Controls

As an unbiased outside party, we assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, ensure proper handling of resources, and help you protect yourself from employee theft. Then we make recommendations that help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.

Are You Ready to Take Your Business to the Next Level?

You know your products, services, and customers like no one else. Imagine what you could do with your time if you weren’t struggling through the accounting, financial planning, and internal controls that come with ensuring your business continues and grows. We can take care of the financials and free you to focus on expanding your reach. Give us a call to learn more!

keep up with receipts

Avoid These 9 Common (and Costly) Accounting Mistakes

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