CFO Services

a person holding blocks that spell CFO

Our
CFO Services

 

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

We can provide part-time CFO services for your business including the following…

  • Business coaching
  • Cash management
  • Financial statement analysis
  • Debt planning
  • Budgeting
  • Cost remediation
  • Forecasting
  • Employee benefits
  • Cafeteria plans
  • Key person benefits
  • Retirement plan considerations
  • Insurance planning
  • Captive insurance
  • Self-insurance