Click here for firm updates

Learn more

Outsourced CFO

Offering a robust line of products to meet your personal and business needs

Get the expert guidance of a CFO...at a fraction of the cost

If your business has grown to where it needs professional financial advice but not the overhead expense of a full-time CFO or controller, you’ve come to the right firm.

Our outsourced CFO services provide you with the expertise and financial acumen of a professional financial manager who works with you to help guide your business success. With the help of our firm you’ll have a better understanding of the financial side of your business and more control over your money, leading to improved decision-making.

With our outsourced CFO services you’ll also be able to leave your financial management to a trusted advisor, giving you more time to focus on new services, new customers and other core business issues—knowing that your company has strong financial controls in place and the opportunity to increase its profitability.

Outsourced CFO

Outsourced CFO

Silver

Includes:

  • Year-end review of internally prepared financials
  • Preparation of year end journal entries

Advice

  • Year-end tax planning
  • General business consulting

Outsourced CFO

Gold

Includes Silver plus:

  • Quarterly preparation of financials
  • Quarterly financial management meeting
  • Quarterly preparation of KPI report
  • Phone consultation up to 2 hours per year

Outsourced CFO

Platinum

Includes Gold plus:

  • Monthly preparation of financials
  • Monthly financial management meeting
  • Monthly preparation of KPI report
  • Monthly cash flow reporting and forecasting
  • Monthly budget vs actual reporting
  • Development and maintenance of a 12 month rolling budget
  • Unlimited phone consultation