We understand your needs!

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position, then we have the perfect solution for you. Our CFO Service gives you a professional financial manager who works with you to help guide your business to success.


We work with your business so we understand your needs and can recommend the right entity for your business needs. We want to simplify the business formation and incorporation process and help you minimize your tax burden. We can work with you to evaluate your business needs and recommend the best solutions to meet your needs.


By choosing our CFO Service, you will have more time to focus on new services, new customers and other core business issues. Consequently, you have a better understanding of the financial side of your business. So you have less surprises and more control over the money.


You have improved decision-making capabilities from clearly seeing the hard and true numbers of your business.


You have the comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business. A professional who establishes strong financial controls in your business to reduce loses and increase profits.

Core Services

  • Training and managing your accounting staff
  • Improved quality and timeliness of financial information
  • Budget preparation and monitoring
  • Profitability analysis by service or product line
  • Tax saving strategies
  • Cash management
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations
  • Review/negotiation of insurance policies
  • Mergers and acquisitions assistance
    • Custom designed collection policies and procedures

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