How We Work
Our primary objective is your financial success; your success is our success. Your business is unique and so our approach as your CFO is to align to your objectives, desires, and priorities. We aim to integrate seamlessly into your executive team.
We can work with you virtually or in-person to be your long-term Chief Financial Officer partner.
Why Work With Us?
Trust
No haggling or surprises on our billing.
No Contract
We work on a handshake basis with our clients
Ceilings on Fees
A weekly ceiling on our fees that will fit within your budget | No fee surprises
Independent Contractor
We work on a Form 1099 basis; no employment benefit costs.
Key Contacts
We typically know the top bankers, lenders, and other professionals in the community.
Years of Experience
Happy Clients
Satisfaction
IF YOU AREN’T DOING THIS, LET US ASSIST YOU.
10 Things Every Business Should Be Doing
Do you have confidence, accuracy and visibility on these items?
1
Understanding your financial statements?
2
Get your accrual prepared financial statements monthly in a timely manner?
3
Do you have complete confidence with your accounting department?
4
Are you in compliance with statutory remittance in respect to accuracy and timeously
5
Meet the necessary local or federal statute in terms of compliance?
6
Know, profitability by profit or department?
7
Measure, track Key Performance Index or trend analysis?
8
Manage available cash on hand, by your bank balance or actual dispensable cash?
9
Have adequate and comprehensive insurance coverage?
10
Need capital for growth in either market share; distribution or product development?
11
Work in the business or on the business?
12
Have a trusted tenured seasoned executive on your team, with an unbiased view?
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