CFO On Call

We provide financial management and CFO services to private companies on a part-time or interim basis. 

Benefits of utilizing our CFO On Call Service include:

  • A finance professional to consult with on important business finance decisions.
  • Improve timeliness and accuracy of Financial Statements and other monthly reporting.
  • Ensure sales tax, payroll tax, property tax and income tax compliance.
  • Budgeting & forecasting
  • Cash flow analysis and monitoring
  • Cost-benefit analysis
  • Inventory control: Establishing clear processes and reporting methods are necessary for controlling shrinkage, lowering costs and improving accuracy of inventory data.
  • Liability and Worker’s Compensation insurance renewals and audits. Ensure that your insurance premiums reflect your business operations.
  • Liason with bankers, attorneys, insurance agents, bankers, vendors
  • Assistance in obtaining financing
  • Streamline accounting department workflow 
  • Develop and document accounting policies and procedures.
  • Train office or accounting personnel.
  • Design and implement a monthly management reporting package with Key Performance Indicators.
  • Manage accounting software conversions or upgrades.



%d bloggers like this: