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

Your Books Are Clean. Are They Tax-Ready?

You pay a bookkeeper. Every month the accounts get reconciled, the reports land in your inbox, and the numbers look neat. So when tax season comes, you figure you're set. Most business owners think that way, and it makes sense. But clean books and tax-ready books are...
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Behind on Your Taxes? Here’s How to Catch Up Without the Panic

Maybe it started with one year. A busy season, a move, a business partner who left, a stack of 1099s you meant to sort out. Then one missed return turned into two, and now it's the thing you think about at 2 a.m.Ā  If that sounds familiar, you're not the only one....
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100% Bonus Depreciation Is Back: What It Means for Your Next Big Business Purchase

If you've been putting off a new truck, a piece of equipment, or a round of computer upgrades because the tax side felt confusing, this one's for you. Bonus depreciation is back at 100%, and for a lot of business owners that means a much bigger deduction in the year...
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Think You’re Too Small for Tax Planning? That Belief Could Be Costing You

If youā€™ve told yourself tax planning is for bigger companies, youā€™re not alone. But tax planning is not reserved forĀ  large businesses. Whether it makes sense for you depends on your income, entity structure, operations, goals, and the cost of implementing and...
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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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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!