Controller / CFO Services

Focus on critical areas of your business. By utilizing our Controller/CFO services, you can focus on critical areas of your business such as marketing, sales and customer satisfaction while knowing that your long term planning and financial reporting are being handled by a professional.

Our Solution

Growing businesses often reach a point where they need professional financial advice, but cannot justify the cost of hiring a full-time Controller or CFO. If you're fortunate enough to be in this position, then we have the perfect solution for you. Our Part-Time Controller/CFO service gives you an experienced professional financial manager who works with you to help guide your business to success - at a fraction of the cost for hiring someone full-time. 

By utilizing our Controller/CFO services, you can focus on critical areas of your business such as marketing, sales and customer satisfaction while knowing that your long term planning and financial reporting are being handled by a professional.

We provide virtual/offsite and/or part-time on-site Controller/CFO services including:

• A better understanding of the financial side of your business. So you have less surprises and more control over the money.
• Assistance in defining long-range plans and the quantification of goals.
• More time to focus on new services, new customers and other core business issues.
• A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
• Training and managing your accounting staff including development of company accounting procedure manuals.
• The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
• In-depth financial analysis and reporting with improved quality and timeliness of financial information.
• Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
• A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
• Liaison with bankers, attorneys, vendors, insurance agents, etc.
• Assistance in obtaining financing from banks, including assistance with negotiations.
• Cost / revenue benefit analysis & profitability analysis by service or product line.
• Analysis of equipment purchases, expansions, etc.
• Custom designed collection policies and procedures.
• Budget preparation, reporting, & monitoring.
• Software selection and implementation.
• Treasury / cash management.
• Financial forecasting and modeling.
• Tax saving strategies.
• And more...