SERVICES
FOR BUSINESSES

CFO Advisory Services

Together we can envision, inspire and transform your business.

We provide financial consulting and accounting services for businesses and nonprofits, with specialized expertise in planning, budgeting, and regulatory compliance

We will offer tailored services to meet client needs.  Examples of CFO advisory services are:

Strengthening financial strategies
  • Developing short and long-term financial strategies
  • Creating financial statements.
  • Analyzing and managing cash flow
business, commerce, decisions
Business plan development
  • Developing a business plan
  • Managing debt and loans
  • ROI analysis
  • Create multi-year financial strategies
Optimizing Accounting and Finance process
  • Plan and implement accounting / ERP software
  • Streamlining and elevating the accounting and operating efficiency.
  • Prepare and support a financial audit
  • Develop clear Policies and Procedures for to promote business continuity, transparency, and regulatory compliance
Entrepreneur / Nonprofit support
  • Business formation assistance
  • Assist in developing a solid accounting foundation 
  • Working capital management
  • Providing support for accurate and timely Form 990 preparation

Challenges and opportunities

Here are common questions and concerns from our clients. Do you ever wonder the same? If so, we can help you! 

  • "We need to develop mid- to long term financial strategies."
  • "Our business is growing, but we do not have a solid accounting process."
  • "Our orders are increasing, but so are our payments. How can we have a better understanding of our cash flow needs?"
  • "We are considering launching a new product. Should we evaluate the ROI?"
  • "Our bank is asking for financial statements for our funding request. Our financial statements are internal use – how can we improve them?"
  • "How can we prepare for a key accounting personnel change to ensure continuity in operations?"
  • "We need to enhance our internal control. How can we develop policies of accounting and human resource management processes?"
  • "We do not have a CFO. Can you review our financial records monthly?"

What You Get

We will discuss your challenges and surrounding circumstances first and tailor a consultation plan specific to your needs. The first consultation is free!

Depending on the consultation engagement and your needs, we will create a fee schedule prior to the start of the project.

  • Project base
  • Hourly fee structure
  • Retainer arrangement (over 6 months)
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