When most people begin their journey in small business ownership they are usually focused on one thing – fastest track to profits. Once those profits are achieved and the business has experienced growth; advisory services and strategic planning are needed to support sustainability and risk mitigation. 

Most small and mid-market businesses cannot afford to take on the commitment of a CFO commanding a six-figure salary. However, a small business owner can “rent” a CFO for a few hours or by the project which supports the SMB need for controlling costs and project oversight. The focus of our team of CFO, Controller, and Accounting Administration and Bookkeeping professionals is to provide tailored financial expertise you require to achieve your financial objectives.

SAMPLE OF CFO RESPONSIBILITIES

  • Overseeing Financial and Accounting functions
  • Providing input on companies overall strategic plan
  • Training staff on accounting best practices
  • Analysis on staff and human capital to support vision. 
  • Establishing strategic plans for growth
  • Developing cash flow improvement programs
  • Working with CPA to minimizing tax liability
  • Evaluating internal controls
  • Producing meaningful financial statements
  • Manage budgeting processes
  • Ensure that record keeping meets regulatory standards
  • Serve as the primary contact between the bank, CEO and CPA. 

Please contact us if you are interested in learning more about our outsourced CFO services.