Part Time CFO Services

Our Part-Time CFO/Controller services provide you with experienced support at a fraction of that cost of hiring this position or obtaining these services from a temporary agency.

We regard our services more as a “coach” than a consultant. Mainly because we focus on results and long last relationships, one that we both benefit from.

We come in with the following qualifications:

  • » MBA in Finance, Bachelor of Science in Accounting and Finance
  • » Over 16 years experience in a position of Controller/CFO
  • » Over 20 years experience in preparing budgets, forecasting and financial analysis
  • » Worked in a custom job shop, with narrow margins, requiring detailed focus on expenses and cash flow
  • » Responsible for all tax planning and reporting which included sales, payroll and employment
  • » Established internal controls, benchmarks and financial metrics
  • » Over 4 years experience as internal auditor, produced supporting schedules for external auditors

Our Part-Time CFO/Controller services allow you to:

  • » Have more time to focus on new services, new customers and other core business issues
  • » Gain a better understanding of the financial side of your business. So you have less surprises and more control over the money
  • » Have accurate and timely financial information
  • » Have the comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business
  • » Knowing that your accounting staff is being trained and managed
  • » Have an independent professional who will establish strong financial controls in your business to reduce employee theft and increase profits
  • » Have a readily available sounding board to help you with those tough business decisions and help you clarify your business plans
  • » Review profitability analysis by service or product line

And together we can:

  • » Improve your decision-making capabilities from clearly seeing the hard and true numbers of your business
  • » Prepare budgets and monitor their results
  • » Perform trend analysis
  • » Develop a cash management program for the operation
  • » Have a liaison with bankers, attorneys, vendors, insurance agents, etc
  • » Review/negotiation of insurance policies
  • » Development of company accounting procedures and desk manuals
  • » Do analysis of equipment purchases, expansions, etc
  • » Design effective collection policies and procedures