Virtual & In-person CFO Services

We focus on your finances,

so you can focus on your services.

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.

30+

Years of Experience

2k+

Happy Clients

100%

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

Industries We Commonly Work With

  • Advertising
  • Builders
  • Commerce
  • Construction
  • Consulting
  • Design
  • Distribution
  • E-Commerce
  • Electrical Contractors
  • Entertainment
  • Franchise
  • Food
  • Hospitality
  • HVAC
  • Legal
  • Low Income Housing
  • Manufacturing
  • Market Research
  • Marketing
  • Media
  • Payroll & PEO Services
  • Printing
  • Property Investment
  • Printing
  • Property Management
  • Real Estate
  •  Reallocation Services
  • Retail
  • SaaS
  • Service Industry
  • Scrap Yard
  • Trades
  •  Transportation & Logistics
  •  Warehousing IT
  • Scrap Yards
  • Commodity Trading
  • Joint Ventures

Schedule a time for a free consultation or contact us for more information.

FREE CONSULTATION
Contact Us