CFO Services

You Get All the Benefits of In-house CFO Servicesā€¦
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 wonā€™t quite be ready to spring for the hefty price tag (plus bonuses and benefits) for those CFO services.

 

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 ā€“ a perfect bridge for this stage of your companyā€™s growth.

With our part-time CFO services, you can expect to seeā€¦

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Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

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More time to focus on your business growth ā€“ developing new services, attracting new customers, and dealing with other core business issues.

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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.

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An expert to help guide you through tough business decisions and to help you clarify your business plan.

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A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

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Enhanced budget preparation and monitoring.

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Profitability analysis per type of products and service lines your business offers.

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Tips and strategies for saving on taxes.

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Assistance in long-range planning and the development and prioritization of goals.

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Better cash management.

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A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

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Someone to review and negotiate everything from insurance policies to financing options and rates.

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The development of accounting procedure manuals.

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Implementation of collection advice policies and procedures.

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Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

We partner with business owners year-roundā€”because that's what it takes to lower taxes and support growth.

Our comprehensive package includes bookkeeping, tax planning, preparation, and advisory all working together so you have the insights and strategy you need to make confident decisions.

See Our Packages & Pricing

Why the Timing of Your Tax Deductions Matters More Than You Think

You already know deductions lower your taxable income. What most business owners don't hear enough is that when you take a deduction can matter just as much as whether you take it. If your income is about to change, a deduction you claim today might be worth less than...
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Big Profit Year? Here’s How to Stack Deductions So You Keep More of It

A big profit year should feel like a win. For a lot of business owners, it feels like something else too: a quiet dread about what the tax bill is going to look like. You worked hard for that number. The goal now isn't to make it disappear on paper. It's to make sure...
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How to Strengthen Your Business Finances for a Downturn (Without the Panic)

Markets shift. Cash gets tight. And somewhere in the middle of running payroll, chasing invoices, and keeping customers happy, you're supposed to also be watching the economy? It's a lot. Here's the good news. You don't need to predict a recession to prepare for one....
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The C Corp “Double Taxation” Myth Is Costing California Owners Real Money

C corps are bad because of double taxation. You've heard it a hundred times, probably from someone who never ran the numbers. Here's the truth: double taxation only happens when you don't plan. And in a state like California, where high earners can lose over half of...
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The R&D Tax Credit You Didn’t Know You Already Qualified For

Most business owners think the R&D tax credit is only for labs, patents, or software startups. In reality, the IRS definition is much broader, and businesses doing everyday problem-solving may already qualify. Here's the part that surprises most owners. The IRS...
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Messy Books, Missed Deductions: Why Your Chart of Accounts Matters More Than You Think

Messy books cost you money. Real, deductible dollars slip through the cracks every year. And more often than not, the mess starts in one quiet place: your chart of accounts. Most owners never think about it. It runs in the background while you're busy actually running...
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The QBI Deduction Just Became Permanent ā€” Here’s What It Means for You

One of the biggest tax breaks for business owners was about to disappear. Now it's here to stay, and that's worth a deep breath of relief. For years, the qualified business income deduction came with an expiration date hanging over it. A lot of the owners we work with...
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Not All Sales Are Created Equal: How to Find the Revenue That Actually Pays You

Some sales make you money. Others just keep you busy. And when you can't tell the two apart, you can end up working harder every single month while your bank account barely moves. If that sounds familiar, you're in good company. A lot of the owners we sit down with...
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Audit-Proof Your Books Now, Not When the IRS Letter Arrives

The IRS doesn't care what you meant to do. It cares what you can prove, and that's the part most business owners find out too late. You meant to log that mileage. You were pretty sure those meals counted. But when a letter shows up asking for proof, good intentions...
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A Tax Calendar Beats a Tax-Season Panic Every Time

Most business owners think about taxes once a year, in a rush, right before a deadline. That's exactly where the trouble starts. The bill is bigger than expected, the deductions are gone, and there's no time left to do anything about it. There's a better way, and it's...
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Ready to schedule an appointment?

Click hereĀ to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as itā€™s been in the past!