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?
Latest News
When to Engage a Fractional CFO
Navigating the financial landscape of any size business can be challenging. Knowing when to…
How to Engage Your Fractional CFO
Engaging a fractional CFO can be a game-changer for small business owners, startup founders,…
Understanding 1099 Compliance Requirements
Maintaining compliance with tax laws and regulations is a critical responsibility for any organization.…
This is Business – Keep Emotions out.
Google’s CEO Sundar Pichai recently published a blog post discussing the company’s reorganization to…
The Significance of Balance Sheet and Income Statement: A Comparative Analysis
The balance sheet and the income statement are significant financial documents, each offering unique…