• Outsourced CFO

    We do what a CFO would do, only we do it from our office.

    Small businesses can't afford a full-time CFO, so why not explore having a CPA firm serve as your part-time CFO?

    Have you ever said to yourself "I wish I could take some time away from the office, but I have to run payroll on Friday afternoon and I can't leave." Or, "I would love to leave town on Wednesday for my daughter's wedding, but I have payables to run on Thursday afternoon, and I have to sign all those checks."

     

    This level of service may be for you, Entrepreneur.

     

    Think of the Outsourced CFO service as a Greatest Hits compilation from your favorite 80's rock band. We have it all, right here, and we'll even help you pack for that vacation you have been putting off.

     

    We provide:

    • accounting services
    • accounts payable processing (we pay your bills)
    • payroll processing
    • tax advisory/preparation for the business and each of its principals
    • coordinated meetings with financial planners and business attorneys when necessary
    • preparation of cash flow projections, budgets and profit models

    We also offer full access to our knowledge via:

    1. regularly scheduled meetings
    2. USEFUL, customized reporting that facilitates decision-making
    3. brainstorming sessions designed to transform the business and the business owner

    It's not for everyone, but for those who opt for this level of service, it's a game-changer. If you're curious, let's talk about it.

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