Business Consulting

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

With our Part-Time CFO services you not only will have more time to focus on new services, new customers and other core business issue but you will have a better understanding of the financial side of your business. You will have less surprises and more control over the money.

We provide improved decision-making capabilities by clearly seeing the hard and true numbers of your business while providing comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business. Our services include training and managing accounting staff, improving 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.

  • Internal Control Assessment

At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place to ensure proper handling of resources and to protect yourself from employee theft.

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures. Then we make recommendations that help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.

Cash flow and budgeting analysis is an important tool that can make or break the ability of a business to survive. With our analysis and cash flow statements, we not only focus on the amount of money coming in and going out of a business, but also on the timing of transactions in order to minimize peaks and valleys in the availability of cash on hand. A budgeting analysis is a decision-making snapshot of the benefits, costs, and risks associated with potential expenditures and investments.

Requesting a business loan without adequate preparation sends high risk message to a lender. Our team knows exactly what banks want to see, to prove you will be able to pay them back. It pays to be prepared and organized in your approach for financing.

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.