Unleash Healthy Growth with CFO Services

At a fraction of the cost of an in-house CFO or Controller, our CFO Advisors can help your small business realize its growth potential.

Accelerate growth in any business phase

The Chief Financial Officer (CFO) oversees and manages all company financial actions. That equates to budgeting planning, financial planning and analysis, and cash flow management.

A CFO has the ability to ensure that accurate and reliable financial statements and reports are prepared to guide a small business or nonprofit in strategic planning, budgeting, forecasting, target setting, strengthening business systems and processes, and navigating the pitfalls that may come.   

Gain control over the best use of your finances

If you’re in the process of actively growing your company, a virtual CFO can keep your business financially on track.

Are you thinking about raising capital? Have you created a financial plan? Our CFO Advisors have the experience to help with your need to raise capital for strategic growth.

The benefits of our CFO Advisory Services

If you use our CFO Advisory Services, you can bundle the CFO services with other services that we offer such as bookkeeping, accounting, and tax services for greater value and you’ll experience the following benefits of a virtual CFO: 

Assess how well you're doing and help with vision realignment.
Strengthen business systems and processes.
Devise a financial plan that fits your business phase.
Understand and manage your cash flow and projections.
Create true wealth for your small business.
Increase or even protect profits and control costs.
Reduce business risk and help you maintain a healthy ROI.
PROFITS-27
FAQ

Questions about our CFO Advisory Services

CONTACT US ABOUT OUR CFO SERVICES
What is the cost of hiring a CFO Advisor?
The benefit is that you can hire one of our expert CFO Advisors for a short-term project or a predetermined or set number of hours each month. Rates can be based on a short-term project or on a set number of hours each month or quarter. Contact us and we'll gladly go over our pricing with you.

It's a great cost-saving solution instead of hiring someone as a full or part-time CFO or Controller.
Can a CFO Advisor really make a difference?
We have years of experience in just about every kind of small business industry and nonprofit sector. Each business or nonprofit is unique. When hired, we learn your business, devise a custom plan, set shared goals with action plans, and, together, we implement these shared goals.
How do we know if we're ready for your CFO Advisory Services?
We find that every small business or nonprofit can experience some kind of benefit from having a CFO Advisor work closely with them for just a few hours over a short-term period of time or more time as needed.
How can I get started with this service?
The first step is to call us and so we can set up a free first time consultation with you. During this brief 15-30 minute call, we'll ask you some questions and may even ask you to fill out a brief form online. Then, from our initial call and your answers, we develop a range of options that fit your needs. We're happy to work within your budget.

Still have questions?

We would be glad to talk with you or answer any question that you may have by email. Contact us anytime.