CFO Services

Financial Management Services:

You may only need our services for a few hours each week or month.  It is based on how you decide your needs are best achieved.  We will, of course, give our recommendations on what we believe is best suited to your specific situation.

We are accustomed to working at the client’s office directly with their staff.  We also find that much can be accomplished by logging into the client’s computer system from our office.  This gives us greater flexibility in being able to respond to questions when not physically located in your office.

Our primary job is to help you make more money and retain it.  This is accomplished by evaluating the many aspects of your business affairs and making recommendations for improvements.

Common Services Provided:

• Manage cash flow
• Forecast cash flows
• Overhead evaluation
• Prepare monthly financial statements
• Improve accounts receivable collections
• Prepare for insurance and independent auditors
• Accounting staff supervision & training
• Establish operating budgets
• Set up job cost systems
• Prepare loan applications
• Prepare business plans
• Meet with lenders
• Internal controls
• Tax planning

We know that each company is unique and we remain flexible in meeting your particular needs.