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Chief Financial Officer

Most businesses need the advice and direction a seasoned CFO can provide, even if just for a couple of days a month.


Often we rely on our CPA tax partners to provide that type of advice.


Unfortunately, our CPA is responsible for dozens of clients as well as staying current on ever changing tax laws. That leaves little time for them to focus on much more than ensuring all deductions are taken. 

We provide that critical CFO advice and direction businesses need to improve margins, increase liquidity, and plan for financing future growth, without the cost of a CFO on your payroll. 

Financial Management

  • Timely reporting & analysis

  • Match fund assets & liabilities

  • Improve working capital management

  • Improve workflow, processes

  • Cost savings ideas

  • Fraud prevention processes and tools


  • Insights & action plan

  • Growth funding

  • Dividend policy

  • Optimal capital structure

  • Capital raising

  • Vendor relationships

  • Unbiased view


  • Monthly & annual forecasts

  • Tax planning

  • Variance reporting

  • Benchmarking

  • KPI Dashboards

We'll get your finance department running smoothly, keep the focus on cash flow and liquidity, and offer insights for improvements in all areas related to the financial health of the business.


We're available for specific CFO related projects, or on an ongoing basis as your outsourced Finance Advisor and Manager.

Contact us to see how we may be add value to your company.

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