Part-time CFO Services

You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

  • Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
  • More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
  • An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
  • An expert to help guide you through tough business decisions and to help you clarify your business plan.
  • A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
  • Enhanced budget preparation and monitoring.
  • Profitability analysis per type of products and service lines your business offers.
  • Tips and strategies for saving on taxes.
  • Assistance in long-range planning and the development and prioritization of goals.
  • Better cash management.
  • A dedicated member of your team to interact with bankers, attorneys, vendors, etc.
  • Someone to review and negotiate everything from insurance policies to financing options and rates.
  • The development of accounting procedure manuals.
  • Implementation of collection advice policies and procedures.

How the Bank Crisis Affects Northeast States Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...
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Smart Pricing Tactics for Northeast States Businesses Right Now

Before I dive into those smart pricing tactics your business will want to implement right now, let’s revisit something I wrote about last week: planning for a Q1 analysis. Have you jumped on it yet? If you haven’t, let me just say, how well your 2023 shapes up could...
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Leadership Development in Your Northeast States Business

 Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great....
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Prioritizing Employee Wellness in Your Northeast States Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...
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Making a Plan to Reskill and Upskill Your Staff

Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people everywhere are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a similar...
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What Northeast States Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...
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The Why & How of Business Referrals for Northeast States Owners

Firstly, before I jump into what business referrals could mean for your Northeast States business, I wanted you to see this. Even though I don’t normally talk about tax stuff … the explosion of shady flim-flammers gaming the Employee Retention Credit and...
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How a Continuous Audit Helps Your Northeast States Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...
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My Northeast States Small Business Health Quiz (Part 2)

Last week, I began asking you a series of questions about your business. Hopefully those have had some time to percolate in the business-owner-guru-strategist side of your brain. I'd like you to thoughtfully consider the new questions I'm raising today. Please do...
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My Northeast States Small Business Health Quiz (Part 1)

Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to examine your small business’s health this time of year will help shape how you reach for your...
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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

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