CFO Advantage


CFO Services

Having a full time chief financial officer (CFO) as part of your team is, in many cases, difficult and expensive. This is more difficult for start-ups and small businesses. Our Part-Time CFO solutions give you a professional financial manager who works with you to help guide your business to success. As your CFO, we become an integral part of your business and bring experience to work for you.

Accounting and finance is the backbone of a business.

Having a full time chief financial officer (CFO) as part of your team is, in many cases, difficult and expensive. This is more difficult for start-ups and small businesses. Our Part-Time CFO solutions give you a professional financial manager who works with you to help guide your business to success. As your CFO, we become an integral part of your business and bring experience to work for you.

If you’re running a start-up, small or medium sized business, you will benefit from our virtual CFO services. Regardless if you have a bookkeeper, an accounting manager or a controller, you will benefit from a higher level financial and accounting resource to compliment your existing team. When you engage our services, you will receive the benefits of executive financial expertise at less than the cost of a full-time CFO.

Here are some of the Benefits you gain, we will do the following for your for a low investment:

  • act as an adviser to your management team, executive and board of directors
  • participate and lead in the decision making process, develop and oversee budgets
  • secure a line of credit and other credit facilities
  • manage funding receivable and accounts payable
  • prepare financial forecasts and manage cash flow
  • develop and deliver financial and operational management reports
  • attend key meetings with investors, bankers and stakeholders
  • manage banking relationships
  • assist with risk management and governance
  • focus on improving accountability and transparency to the organizations membership as well as its investors
  • help reduce operating costs
  • optimize working capital management
  • cash flow management and projections
  • financial statement audit preparation and liaison with audit firm
  • tax audit preparation (federal, state, local)
  • business plan review/preparation
  • accounting software selection and implementation