CFO Services

You Get All the Benefits of In-house CFO Services

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 won’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 – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see


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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 – 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-round—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

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Still Doing It All? That’s a Problem, Not a Plan.

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How Much Do You Need to Sell to Cover Your Costs?

Running a business is hard enough without feeling like the numbers are working against you. If you've ever stared at your revenue and wondered, "Am I even making money?" you're not alone. That question keeps a lot of business owners up at night. The good news? There's...
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Should You Sell Your Rental Property? The Tax Strategy Most Investors Miss

If you own a rental property that's appreciated over the years, you might be thinking about selling. Maybe you're ready to cash out, upgrade, or simplify your life. Before you list that property, there’s something critical you need to know. If you plan to reinvest the...
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Hate Spreadsheets? Here’s the Simple Dashboard That Shows If Your Business Is Really Healthy

If you're like most business owners, you didn’t start your company to master spreadsheets—you started it to do great work. But without checking your numbers regularly, you’re flying blind. You don't need to become a financial wizard to know if your business is...
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How Long Can Employers Keep Employee Records? A Record Retention Guide for Redding Small Business Owners

 Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...
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Why Your Family Business Needs a Valuation Even If You’re Not Selling

Passing down your business to the next generation represents years of hard work—but even when you keep it in the family, skipping a professional valuation can create costly surprises. Here's the truth: family succession might be one of the most important times to get...
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Ready to schedule an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!