Phone: (707)822-4835

Part-Time CFO Services

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, 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.

Hiring a full-time CFO can be quite costly. Our Part-Time CFO services provides you with experienced support  when you need it.

Each business has unique needs which can be met by our Part-Time CFO services:

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

  • Better understanding of the financial side of your business.

  • Improved decision-making capabilities with timely financial information.

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

  • 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.

  • Development of company accounting procedure manuals.

  • Analysis of equipment purchases, expansions, etc.

  • Custom designed collection policies and procedures


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