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CFO Services
We pride ourselves on being a small business owner's best friend. Filling one of the top positions in a company can be overwhelming and we understand how easy it is to be overtaken by the workload, especially where special projects are concerned. Whether it is fractional or in the interim, we are well positioned to help you succeed and our firm offers an array of CFO and financial analysis services designed to advance small businesses to the next level.
Our CFO Services package includes all aspects:
Our firm and partners specialize in:
Collaborate with us.
We pride ourselves on being a small business owner's best friend. Filling one of the top positions in a company can be overwhelming and we understand how easy it is to be overtaken by the workload, especially where special projects are concerned. Whether it is fractional or in the interim, we are well positioned to help you succeed and our firm offers an array of CFO and financial analysis services designed to advance small businesses to the next level.
Our CFO Services package includes all aspects:
- Taxes and Bookkeeping
- Business Affairs
- Strategic Business Planning
- Financial & Lifestyle Planning
- Debt Reduction
- Investment Administration
- Advice, Guidance and Interpretation
Our firm and partners specialize in:
- Business Planning
- Business Modeling
- Financial Forecasts
- Three and Five-Year Plans
- Rolling Cash Forecasts
- Histories and Back Research
- Annual Operating Budgets
- Revenue Recognition Strategy
- Liquidations and Wind Down Support
- Mergers and Acquisitions Support
- Cash Management
- Cash-Burn Analysis
- Monthly Management Reports
- Equity and Debt Negotiations
- Investor Relations
- Financial Presentations
- Due Diligence
- Retirement Planning
- Insurance/s
- Law
Collaborate with us.