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 Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Part-Time CFO services...

  • More time to focus on new services, new customers and other core business issues.

  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.

  • 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 employee theft and increase profits.

  • 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.

  • Trend analysis.

  • Assistance in defining long-range plans and the quantification of goals.

  • 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.

  • Support to hire and train your accounting staff using Quickbooks to seamlessly transition from our accounting services to your in-house control
  • Development of company accounting procedure manuals.

  • Analysis of equipment purchases, expansions, etc.

  • Mergers and acquisitions assistance

  • Custom designed collection policies and procedures


If you need assistance to keep a business operating when a key member or sole proprietor is incapacitated, has died or separate interests need to be defended, our part-time CFO service can be essential. See the Life Events section.

Non-profit organizations: IRS regulations hold each Director, Officer, Manager and even large donors responsible for the handling of the organization’s funds. We have over 20 years of experience forming, managing and dissolving non-profit organizations.  See our Non-profit organizations section.  Our Part-time CFO service takes the financial burdens off you and your board of directors, provides guidance to program and grant planning to insure tax-exempt status, and handles those tricky decisions in fund raising or operating a business to raise funds.  

If you'd like to learn more about our Part-Time CFO Services please complete this form to get a Free Consultation.

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