Services

FULL CFO SERVICES

This is the perfect option for a company that needs the expertise of a Chief Financial Officer (CFO) but may not require a full-time CFO.  The services provided include:

• Supervise and train accounting staff
• Insure the accurate and timely preparation of financial statement
• Insure the accurate and timely preparation of all federal and state tax returns
• Work with management to plan and obtain capital – both through stock and debt financing
• Insure the proper administration of company benefit plans and assist in determining appropriate benefits
• Insure the completion of the annual operating plan and multi-year projection
• Weekly meetings with management regarding financial and strategic planning issues

ACCOUNTING

This service is ideal for clients that need basic accounting services such as entering and paying invoices, processing payroll, reporting cash receipts.  This service includes a CFO review at the end of each month.

CFO CONSULTING

This service is perfect for the company that requires an experienced CFO for a specific project.  For example, preparation of a business plan, financial projections, accounting staff training, financial statement preparation and presentation to management.

CFO REVIEW

This service is for the company that needs the expertise on a monthly basis for a few hours to help with the preparation of monthly financial statements and financial consultation.