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Bookkeeping Solution Management Consulting Chief Financial Officer


Growing businesses often reach a point where they require professional financial advice but cannot afford a full-time CFO or Controller.

Our solution offers you a part-time, virtual CFO with experienced support at a fraction of the cost.

We help you prepare budgets for profit planning, costing your products or services and setting financial targets and goals. We actively assist you in interpreting your monthly reports that monitor key performance indicators that apply to critical areas of your business. On a monthly basis we work to improve key performance and complete a comprehensive review of your operating plan every quarter.

Here's what you get with our solution:

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

  • Better understanding of your financial information.

  • Improved capability from clearly seeing your financial situation.

  • Sounding board to help clarify the financial impact of business decisions.

  • Assistance in defining long-range plans and the financial goals.

  • Follow through with bankers, lawyers, vendors, insurance agents, etc.

  • Negotiation of insurance policies, rental agreements, contracts, etc.

  • and much more...